Course curriculum

  • 1

    Introduction | Welcome

  • 2

    Selecting Income Limits

    • RD Income Limits

    • Tax Credit Income and Rent Limits

    • Learning Check - Multiple Program Income Limits
  • 3

    Household Members

    • Household Members

    • Learning Check - Household Size
  • 4

    Student Status

    • Students in Affordable Housing - Overview

    • Students and Tax Credits & Tax-Exempt Bonds with CHART

    • Knowledge Check - Students and Tax Credits and Tax-Exempt Bonds

    • Students and HUD Section 8 & RD & HOME with CHART

    • Learning Check - Students and HUD Section 8/HOME/RD
  • 5

    Excluded Income

    • Excluded Income Sources

    • Lesson from our Video Blog - Using Exhibit 5-1

    • Knowledge Check - Excluded Income
  • 6

    Zero Income

    • Zero Income and Tax Credits

    • Zero Income and RD
  • 7

    Earned Income

    • Earned Income Overview

    • Whose Income Is Counted?

    • Learning Check - Dependent Income

    • Employment (Earned Income 1)

    • Learning Check - Employment Income

    • Employment - Tax credit variations

    • Self-Employment (Earned Income 2)

    • Learning Check - Self-Employment

    • Military Pay (Earned Income 3)

    • Learning Check - Military Pay
  • 8

    Unearned Income

    • Unearned Income Overview

    • Social Security, SSI and other Benefit Income

    • SS COLA Adjustment - Example 2021

    • Knowledge Check - Social Security, SSI and other Benefit Income

    • Payments in Lieu of Earning

    • Learning Check - Payments in Lieu of Earning

    • Welfare Assistance

    • Learning Check - Welfare Assistance

    • Alimony / Child Support and Regular, Recurring Gifts

    • Student Financial Assistance (Tax Credits)

    • Learning Check - Alimony / Child Support & Regular Recurring Gifts

    • Learning Check - Student Financial Assistance (Section 8 or Tax Credit)

    • Student Financial Assistance (RD)

    • Knowledge Check - Student Financial Assistance (RD)
  • 9

    Asset Income

    • Asset Income Overview

    • Learning Check - Jointly Held Assets

    • Cash, Savings Accounts, Checking Accounts, Safe Deposit Boxes, etc.

    • Learning Check - Cash, Savings Accounts, Checking Account, Safe Deposit Boxes, Etc.

    • Revocable Trusts

    • Learning Check - Trusts

    • Real Estate Overview

    • Learning Check - Real Estate

    • Real Estate - Reverse Mortgages

    • Learning Check - Reverse Mortgages

    • Real Estate - Foreclosures and Short Sales

    • Learning check - Foreclosure and Short Sale

    • Real Estate - Contract for Deed or a Deed of Trust

    • Learning Check - Contract for Deed or Deed of Trust

    • Stocks, Bonds, Treasury Bills, CDs, Mutual Funds, Money Market Accounts

    • Learning Check - Stocks, Bonds, Treasury Bills, CD's, Mutual Funds, Money Market Accounts

    • IRA, 401(k), Keogh Accounts, Annuities, Retirement Accounts and Pension Funds

    • Learning Check - Retirement Accounts

    • Whole Life Insurance

    • Learning Check - Whole Life Insurance

    • Personal Property Held as an Investment

    • Lesson from our Video Blog - Personal Property Investments

    • Learning Check - Personal Property

    • Lump-sum, One Time Receipts

    • Learning Check - Lump-sum, One Time Payments

    • Imputing Income from Assets

    • Learning Check - Imputed Asset Income

    • Assets Disposed of for Less Than Market Value

    • Learning Check - Disposed of Assets
  • 10

    Certification Form

    • Cert Form Overview

    • Tax credit/bond/HOME/HTF Cert

    • Learning Check - TIC

    • RD Tenant Certification

    • Learning Check - RD Cert

    • RD Adjusted Income Eligibility

    • RD Adjusted Income Overview
  • 11

    Final Exam

    • Before The Final Exam: Other Sessions Available!

    • Final Exam - Qualifying Tax Credit/RD Households