Debt Management, Federal Advocacy

Tax Compliance for Debt Issuers

Webinar

September 20, 2023

1 p.m.-3 p.m. ET


  • Field of Study: Finance
  • Credits: 2.00
  • Prerequisite: None
Details:

Governments that issue debt have numerous federal laws that they must abide by at the time of issuance and for the lifetime of the bonds. That includes various provisions in tax law.

This course will provide an overview of tax laws related to municipal bonds, and the responsibilities of issuers in this process. These include understanding the issue price of the bonds, calculating arbitrage and arbitrage rebate rules, yield restrictions of bond proceeds investments, private use limits, record retention guidelines, and the IRS's Tax Exempt Bond audit program.

The course will also provide tools on how issuers can best comply with these rules, and the types of conversations they should have with bond counsel about these matters.

Who Will Benefit: Finance directors, treasury department directors, debt department directors, finance staff

Learning Objectives:
  • Be aware of the numerous federal tax laws and regulations imposed on tax exempt bonds
  • Know how to manage key tax issues such as arbitrage calculations and private use restrictions
  • Gain tools to have appropriate policies and procedures in place to ensure overall compliance with tax regulations and possible IRS audit inquiries.

  • Member Price: $85.00
  • Non-member Price: $170.00
Register