How to Document Outside Guidance for Consistent Management Decisions

How to Document Outside Guidance for Consistent Management Decisions



If you’re like most tax credit managers, you probably contact an outside party such as your state housing agency or a tax credit consultant to get guidance when you’re not sure how to handle certain day-to-day management issues. When you get this guidance, it’s a good idea to document what you’ve been told in writing, preferably on a form for that purpose so you don’t omit any key information.

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