2019 Boot Camp

Session 1

Track A – Introductory Level Session: Low Income Housing Tax Credit Basics

Faculty:

Rochelle Lento, Partner—Dykema, Detroit, MI

Michael Hopkins, Partner—Bocarsly Emden LLP, Bethesda, MD

Track B – Introductory Level Session: Types of Section 8 Assistance and How to Leverage Them

Faculty:

Kelly Behr, Associate – Nixon Peabody, Washington, DC

Joshua Mason, Partner – Goldfarb & Lipman LLP, Los Angeles, CA

Taisha Sturdivant, Associate – Klein Hornig LLP, Boston, MA

• The Section 8 Project-Based Rental Assistance Program
• Introduction to Section 8 Project-Based Vouchers (PBV)
• Project Based Voucher Regulations
• Utilizing Section 8 Rental Assistance in Affordable Housing

Track C – Advanced Level Session: Post-Closing Compliance and Operations for Affordable Housing Projects

Faculty:

Ethan Ceplikas, General Counsel / Vice President – The Community Builders, Boston, MA

Carol Gilchrist McIver, Deputy General Counsel – MassHousing, Boston, MA

Dena Xifaras, Senior Vice President, Ownership & Operations – Preservation of Affordable Housing, Inc., Boston, MA

• Post-Closing Compliance & Operations

Session 2

Track A - Introductory Level Session: Drafting and Negotiating a Partnership Agreement

Faculty:

Bennett P. Applegate, Partner—Applegate & Thorne-Thomsen, Chicago, IL

Kelly Rushin Lewis, Partner—Jones Walker LLP, Birmingham, AL

• Drafting and Negotiating the Partnership/Operating Agreement For Low Income Housing Tax Credit Transactions Outline
• Limited Partnership Agreement     

Track B – Introductory Level Session: Rental Assistance Demonstration (RAD) Program Basics and Closing a RAD Deal

Faculty:

Meghan Levine, Associate— Reno & Cavanaugh, Washington, D.C.

Courtney Hunter, Associate —Ballard Spahr, Washington, D.C.

• RAD Basics
• https://radresource.net/doclibrary.cfm
• https://www.hud.gov/RAD/library/notices

Track C – Advanced Level Session: Negotiations and Disputes in LIHTC Preservation

Faculty:

Randall B. Shorr, Attorney at Law — Cleveland, OH

J. William Callison, Partner - Faegre Baker Daniels LLP – Denver, CO

Ben Doyle, Associate – Bryan Cave Leighton Paisner LLP - Boulder, CO

• Negotiations and Disputes in LIHTC Preservation
  

Session 3

Track A - Introductory Level Session: Capital Accounts and Projections Workshop, Part 1

Faculty:

Hilary Jaffe, Associate — Applegate & Thorne-Thomsen, Chicago, IL

Kelly Longwell, Director – Coats Rose, New Orleans, LA

Alex Hassinger, Senior Manager – CohnReznick, Boston, MA 

• LIHTC Projections Panel _ Sample Deal
• Key Components

Track B – Introductory Level Session: Affordable Housing, Fair Housing and Civil Rights

Faculty:

Kalila Jackson, Associate, The Schindler Law Firm, P.C., St. Louis, MO

Henry Korman, Partner, Klein Hornig LLP, Boston, MA 

• Civil Rights and Affordable Housing: The Legal Framework
• Fair Housing 101 Special Topics and Emerging Issues

Track C – Advanced Level Session: LIHTC Hot Topics

Faculty:

Holly H. Heer, Partner —Barnes &Thornburg LLP, Columbus, OH

Robert D. Coon – Kutak Rock LLP, Omaha, NE

Lisa Pekkala, Partner – Applegate & Thorne-Thomsen – Chicago, IL

• Interpreting the Average Income Test, Part 1
• Interpreting the Average Income Test, Part 2
• Excerpt from Income Tax Reg 1.704 – Covering Substantial Economic Effect and Sustainability

Session 4

Track A – Advanced Level Session: Capital Accounts and Projections Workshop, Part 2

Faculty:

Hilary Jaffe, Associate — Applegate & Thorne-Thomsen, Chicago, IL

Hollie A. Croft, Partner – Nelson Mullins, Orlando, FL

Nick Ratti, Principal – CohnReznick, Boston, MA 

• LIHTC Projections Panel _ Sample Deal
• Key Components

Track B – Introductory Level Session: Tax-Exempt Bond Basics

Faculty:

Richard M. Froehlich, Chief Operating Officer, EVP and General Counsel – New York City Housing Development Corporation, New York, NY

Patricia A. Halling, Associate - Faegre Baker Daniels LLP, Denver, CO

Barry Krinsky, Director – Citi Community Capital, Boca Raton, FL 

• New York City Housing Development Corporation and the use of Private Activity Bonds
• Example of Bond Deals - East Harlem
• Example of Bond Deals - Canyon Pointe/Glen Willow

Track C - Advanced Level Session: RAD Updates, RAD-for-PRAC and HUD Preservation Tools 

Faculty:

Cody Bannon, Associate— Reno & Cavanaugh, Washington, DC

Kimberly Black King, Senior Vice President for Housing Development – Volunteers of America, Alexandria, VA

Adam Norlander, Associate – Klein Hornig LLP, Washington, DC

RAD

• Notice H-2019-09 PIH-2019-23 (HA)
• Notice H 2016-17 PIH 2016-17 (HA)

Section 18

• Notice PIH 2018-04
• Section 18 Non-RAD Rider to RAD Use Agreement - Basic
  
• Section 18 Non-RAD Rider to RAD Use Agreement - Alternative

Section 3bb

• Statute
• HUD Notice H-2015-03

Section 210

• Statute
• Federal Register Docket NO. FR 5967—N—01

Passthrough Lease

• HUD Handbook 4350.1, Chapter 7.2 

Schedule

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Attendee List

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CLE Credit

The ABA will seek 7 hours of CLE credit in 60-minute states, and 8.4 hours of CLE credit for this program in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. Please visit the website for program CLE details or visit www.americanbar.org/mcle for general information on CLE at the ABA. For more information about CLE accreditation in your state, visit www.americanbar.org/cle/mandatory_cle.html or contact Dawn R. Holiday [email protected] or 312-988- 5660.

Save The Date

29th Annual Meeting

May 20-22, 2020

The Mandarin Oriental Hotel

Washington, DC