Accurately calculating household income and assets is one of the most critical responsibilities for professionals managing HUD Multifamily properties. As HUD guidance continues to evolve through HOTMA implementation and updated verification requirements, housing professionals must understand not only how to calculate income correctly but also how to document, verify, and support eligibility decisions that withstand Management and Occupancy Reviews (MORs) and compliance audits.
This webinar is designed to provide property management and compliance professionals with a practical understanding of HUD income determination, asset calculations, verification standards, and documentation requirements. Participants will learn how to apply current HUD guidance when processing move-ins, annual recertifications, and interim recertifications while confidently handling both common and complex household financial situations.
The session will also explore verification hierarchies, countable and excluded income, self-employment income, gig economy earnings, retirement accounts, jointly owned assets, imputed income, and practical documentation techniques that reduce compliance findings and improve certification accuracy.
Through real-world examples, practical case studies, and compliance-focused instruction, attendees will strengthen their ability to make accurate eligibility determinations, improve documentation quality, and maintain HUD compliance across all stages of the certification process.
Delivery Method: Group Internet-Based
Location: Virtual /Online
Session Format: Live Virtual Webinar with Q&A
Program Level: Basic to Intermediate
Prerequisites: Basic familiarity with HUD Multifamily programs recommended
Attendance Requirement: Yes
Session Duration: 60 Minutes
Includes: Real-World Case Studies, Practical Examples, and Live Q&A with the Presenter
Reference Materials: PowerPoint Presentation Included
Overview of HUD income and asset determination requirements
Current HUD Multifamily income verification standards
Understanding HOTMA income and asset changes
Applying HUD verification hierarchy, including:
Documentation standards for HUD compliance
Identifying countable and excluded income under current HUD regulations
Calculating:
Handling emerging income sources, including:
Determining which household members' income must be included
Applying special household income rules
Calculating assets and income generated from assets
Understanding imputed income requirements
Managing jointly owned assets
Applying HUD rules to:
Common calculation errors that result in MOR findings
Audit preparation and compliance documentation techniques
Best practices for processing:
Practical methods for improving eligibility determinations
Real-world case studies involving HUD Multifamily compliance decisions
Property Managers
Assistant Property Managers
Occupancy Specialists
Compliance Specialists
Regional Property Managers
Regional Compliance Managers
Corporate Compliance Professionals
Certification Specialists
Leasing Professionals
Operations Managers
Asset Managers
Directors of Housing
Owners and Management Agents
Training Coordinators
Anyone responsible for HUD Multifamily eligibility, occupancy, certification, or compliance decisions