|
|||||||
|
|
Check System
-
Basic Arbitrage Concepts - Audio Webcast (July 10, 2014)Learn about arbitrage in tax-advantaged bond context; yield restriction: limits on investment yield and exceptions; arbitrage rebate; post issuance compliance: problems and remedies; voluntary Closing Agreement Program (VCAP).Reviewed 01/12/2017~ 1 hrFirst Time Issuers of Tax-Advantaged Bonds – Part I Introductory Module - Webinar (Sep 16, 2015)Learn about the basics of tax-advantaged bonds, including certain requirements and post-issuance compliance.Reviewed 02/02/2017~ 1 hrFirst Time Issuers of Tax-Advantaged Bonds – Part II Private Business Use Module - Webinar (Sep 16, 2015)Learn about fundamentals of private business use and its impact on tax-advantaged bonds.Reviewed 02/02/2017~ 1 hrFirst Time Issuers of Tax-Advantaged Bonds – Part III Arbitrage Module - Webinar (Sep 16, 2015)Learn about fundamentals of arbitrage compliance for tax-advantaged bonds, including yield restriction and rebate requirements.Reviewed 02/02/2017~ 1 hrGetting It Right: Form Filing and Compliance Issues for Direct Pay Bonds - Webinar (June 30, 2011)A review of direct pay bonds and refundable credit payments under Section 6431 of the Internal Revenue Code, including new clean renewable energy bonds, or New CREBs, qualified energy conservation bonds, qualified zone academy bonds, or QZABs, and qualified school construction bonds. Discusses Forms 8038-CP, 8038-B, 8038-TC and 8038-G, including common errors made in their filing.Reviewed 01/19/2017~ 1 hrMaintaining Tax Exemption on Qualified 501(c)(3) Bonds - Audio Webcast (Sep 9, 2014)Learn about private business use relative to 501(c)(3) organizations and their tax-advantaged financings; most common types of private business use, including: leases, management contracts, and research agreements; and the importance of compliance procedures related to private business use. Only the law concerning tax-exempt bonds will be discussed.Reviewed 01/27/2017~ 1 hrPrimer On Monitoring Post-Issuance ComplianceTEB and Post-Issuance Compliance Integration: Why, Where and How; Application of Post-Issuance Compliance to Private Business Use Rules; and Application of Post-Issuance Compliance to Arbitrage Rules.Reviewed 01/13/201755:13Qualified School Construction Bonds - Webinar (Jun 18, 2015)Learn about the origins, purposes and characteristics; governing rules and requirements; information reporting and post issuance compliance; and resources available to issuers.Reviewed 01/17/2017~ 1 hrTax Exempt Bonds and Tax Credit Bonds - Planning to Avoid Unintended Consequences - Webinar (September 18, 2012)Help issuers and conduit borrowers of bonds identify and plan for the impact of their post-issuance actions on compliance with federal income tax requirements.Reviewed 01/27/2017~ 1 hrThe Tax Exempt Bond Examination Process - Webinar (Jun 16, 2016)Learn about Examination Opening & Development and Closing the Examination.Reviewed 01/19/2017~ 1 hrThree part series on Conduit Issuers for Tax Exempt BondsPart 1: What is a Conduit Issuer?; Part 2: Conduit Issuer responsibilities and applicable Internal Revenue Codes for tax-exempt financings; Part 3: Conduit Issuer policy and procedural considerations.Reviewed 10/13/2016~ 1 hrVoluntary Closing Agreement Program Updates for Tax Exempt Bonds - Webinar (Sep 3, 2015)Learn about background, procedural updates, request submission, and other updates.Reviewed 01/30/2017~ 1 hrWhat’s Special about Schedule K (Form 990)?Background history of Form 990 and Schedule K; Helpful items and resources; Detailed look at Schedule K; Common questions; and The role of post-issuance compliance monitoring.Reviewed 01/12/201758:57