Self-Managed HOA
HOA Year-End Checklist: Closing the Books for Self-Managed Boards
A step-by-step year-end close for volunteer HOA treasurers: reconciliations, owner ledger, 1099s, Form 1120-H and the package for your CPA.
HOA Budgets
Free HOA Budget Template for 2027 (Excel): How to Build the Budget, and Who Has to Approve It in Your State
Free HOA budget template for 2027 (Excel, all formulas). Build the budget in the right order, plus who has to approve it in 11 states.
HOA Taxes
Form 1120-H Instructions for HOA Treasurers: How to File Your Association's Tax Return (2026 Tax Year)
Line-by-line Form 1120-H instructions for HOA treasurers: the 60%/90% tests, exempt function income, 30% tax, the April 15 due date and the election.
Self-Managed HOA
Fannie Mae Condo Warrantability in 2026–2027: What It Costs a Self-Managed Condo, and Why We Don't Chase It
LL-2026-03 raises condo reserves to 15% and caps deductibles at $50,000. What it costs a self-managed condo — and why we don't recommend chasing it.
Self-Managed HOA
How to Self-Manage an HOA in 2026: The Complete Board Guide
A self-managed HOA works when the board is clear about who decides and who executes, and when the bookkeeping runs on a system instead of one person's evenings. A CPA li…