February 8, 2023
Pacifica U 2023 Public Finance Seminars
2023 Public Finance Seminars: A series of primers and compliance trainings for state and municipal bond issuers (CPA/CLE pending).
Trainings provided in a hybrid format to allow for both in person and Zoom attendance. Lunch or reception to follow, for those attending in person.
Bonds 101: A municipal bond primer. Overview of municipal bond types, debt limits and other Washington state law requirements, federal tax requirements and federal securities law considerations. A primer for staff or elected officials new to bond transactions or a helpful refresher of key considerations for those with bond experience. (Deanna Gregory, Toby Tobler); Mar. 2, 2023 (9-10 a.m., followed by coffee reception)
Bonds 201: Securities law. A review of the antifraud and other securities law requirements applicable to municipal bonds. Includes an update on recent Securities and Exchange Commission enforcement proceedings, and a refresher on compliance procedures. This session also is intended to satisfy compliance procedures that require periodic securities law training. (Stacey Lewis, Toby Tobler); May 18, 2023 (9-10 a.m., followed by coffee reception and Tax Compliance session)
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, 10:30-11:30, preceded by Securities Law session and coffee reception)
Bonds 301: IRS Audits and Information Requests. A work session focusing on the records requested by the IRS in connection with information requests and audits of tax-exempt bonds. Review of IRS protocols and recent trends. Practical steps to take now, and immediately upon receipt of a request. (Alison Benge, Stacey Lewis); September 14, 2023 (9-10 a.m., followed by coffee reception)
Bonds 301: 501(c)(3) housing bonds and Compliance Issues (Closed session).*
Housing Finance: LIHTC and Bonds + Subordinate Loans Part 1 and Part II (Closed sessions).*
Ethics for Public Employees (Closed session).*
*Note: please let us know if you would like a training on any bond-related topic for your entity.
To register, contact Mia Wiltse for information: Mia.Wiltse@pacificalawgroup.com