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Accurately determining income and assets is one of the most important responsibilities in HUD Multifamily housing, yet it is also one of the most challenging. Between evolving HUD guidance, HOTMA implementation, changing income sources, and increasingly complex financial products, staff must know far more than simply following a handbook. This webinar provides practical guidance on documenting, verifying, and calculating income and assets while applying current HUD requirements with confidence. Participants will learn how to navigate both common and uncommon situations using real world examples and practical decision making techniques. Whether you are processing move ins, annual recertification, or interim recertification, this session will help you improve accuracy, reduce findings, and make better compliance decisions.

Why You Should Attend:

Income and asset calculations directly affect eligibility, tenant rent, subsidy payments, and compliance with HUD requirements. Even small errors can result in incorrect certifications, repayment obligations, MOR findings, or audit concerns. This webinar goes beyond simply reviewing handbook language by explaining how HUD guidance applies in everyday situations, including many scenarios that are not specifically addressed in the handbook. Attendees will leave with a stronger understanding of verification requirements, HOTMA changes, documentation expectations, and practical techniques they can immediately apply to their properties.

Learning Objectives:

  • Understanding HUD's income and asset verification requirements and documentation standards
  • Applying the proper verification hierarchy, including EIV, third party verification, oral verification, and self certification
  • Identifying countable and excluded income under current HUD and HOTMA requirements
  • Calculating earned income, unearned income, self employment income, and irregular income accurately
  • Handling newer income sources such as gig work, payment apps, debit cards, and electronic payment platforms
  • Determining which household members' income must be included and when special rules apply
  • Properly calculating assets, income from assets, imputed income, and jointly owned assets
  • Applying HUD rules for retirement accounts, annuities, disposed assets, and other complex financial situations
  • Recognizing common calculation errors that lead to compliance findings and audit concerns
  • Learning practical documentation techniques that support defensible compliance decisions

Who Should Attend:

  • Property Managers
  • Assistant Property Managers
  • Occupancy Specialists
  • Compliance Specialists
  • Regional Property Managers
  • Regional Compliance Managers
  • Corporate Compliance Staff
  • Certification Specialists
  • Leasing Professionals
  • Operations Managers
  • Asset Managers
  • Directors of Housing
  • Owners and Management Agents
  • Training Coordinators
  • Anyone responsible for HUD Multifamily eligibility, certifications, occupancy, or compliance decisions

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3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

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Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

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9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

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