Master IRS Form 8609 Avoid Costly LIHTC Compliance Mistakes

IRS Form 8609 is the foundation of every Low-Income Housing Tax Credit (LIHTC) property. It documents critical owner elections, establishes tax credit eligibility and contains essential information that guides compliance throughout a property's affordability period. Yet many compliance challenges begin with misunderstanding what's in the form.

In this webinar, learn how to confidently read, interpret and apply IRS Form 8609 to support accurate compliance monitoring and informed property management decisions. Our expert instructors will break down each section of the form, explain what the state allocating agency completes, review the owner's key elections and show you how to use the information to strengthen your compliance program.

Whether you're new to LIHTC compliance or want to sharpen your expertise, leave with practical knowledge you can put to work immediately.

Why This LIHTC Compliance Webinar Matters

Every LIHTC property has a Form 8609, yet many compliance challenges stem from misunderstanding the information it contains. From owner elections to building-specific details, the form serves as the foundation for compliance throughout the property's life.

Knowing how to interpret Form 8609 correctly can help compliance professionals make informed decisions, identify potential issues before they become problems and confidently manage LIHTC properties in accordance with IRS requirements.

Who Should Attend

This webinar is designed for affordable housing professionals who work with LIHTC properties, including:

• HCCP credential holders.
• LIHTC compliance professionals.
• Property managers.
• Compliance specialists.
• Regional managers.
• Anyone responsible for monitoring or managing LIHTC compliance.

Build the knowledge and confidence you need to accurately interpret IRS Form 8609 and support successful long-term LIHTC compliance.

What You'll Learn in the Master IRS Form 8609 Webinar

• Understand the purpose of IRS Form 8609 and its role in the LIHTC program.
• Interpret the information contained in Parts I and II of Form 8609.
• Identify key owner elections and understand how they affect ongoing compliance.
• Apply information from a completed Form 8609 to support accurate compliance monitoring and property management.

Speakers

• Wendy M. Quackenbush, HCCP, COS, BOS (Moderator) – Director of Multifamily Compliance, The Texas Department of Housing and Community Affairs
• Matt Rayburn, HCCP – Deputy Executive Director & Chief Real Estate Development Officer, Indiana Housing and Community Development Authority
• Scott Michael Dunn, HCCP - CEO/Owner - Costello Compliance

CE Credit: NAHB - 1.0 CE hour(s)

Can’t attend but don’t want to miss out? Replays will be available to all registrants throughout 2026.