May 19, 2023

Bonds 201: Tax Compliance

A review of the federal tax requirements that apply to tax-exempt governmental bonds. Includes discussion of arbitrage requirements and private use limitations, an update on post-issuance tax compliance requirements, and a refresher on compliance procedures. This session also is intended to satisfy compliance procedures that require periodic tax law training. (Alison Benge, Katherine Van Gunst); May 18, 2023.

To view the presentation slides for our May 18, 2023, PacificaU session, Bonds 201: Tax Compliance, click here.