TEB Webinars and Telephone Forums
Links to descriptions and recordings of webinars and telephone forums presented by the office of Tax Exempt Bonds.
DISCLAIMERThe information contained in these presentations are current as of the date it was presented. It should not be considered official guidance for taxpayers. To cover key points related to various topics we frequently summarize specific concepts, statutory provisions, regulations and other official guidance. You should review those legal authorities in their entirety.
TEB Webinar - Maintaining Tax Exemption on Qualified 501(c)(3) Bonds
September 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.
TEB Webinar - Basic Arbitrage Concepts
July 10th, 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). A transcript and a slideshow presentation are available.
TEB Webinar - Meet the Director of the IRS Tax Exempt Bonds (TEB)
June 19, 2014 - Learn about the office of Tax Exempt Bonds' mission, operations, initiatives and updates from the new director, Rebecca Harrigal. A transcript and a slideshow presentation are available.
Telephone Forum - Tribal Bond Financing - the Basics
September 26, 2013 - A telephone forum discussing tribal bonds fundamentals, the benefits of Tribal Economic Development Bonds, and clean renewable energy bonds. Slideshow and audio presentations are available.
Telephone Forum - Voluntary Compliance and VCAP
September 17, 2013 - A telephone forum discussing an overview of compliance for tax-advantaged bonds, TEB's voluntary closing agreement program (TEB VCAP), new developments in TEB VCAP including Form 14429, and identified violations and resolution standards applicable to TEB VCAP. A slideshow presentation is available.
Telephone Forum - Primer on Monitoring Post Issuance Compliance
August 27, 2013 - A telephone forum discussing TEB and post-issuance compliance as it relates to integration in TEB's programs, application of post-issuance compliance to private business use rules, application of post issuance compliance to arbitrage rules, and record retention. A slideshow presentation is available.
Telephone Forum - What’s Special About Schedule K (Form990)
July 31, 2013 - A telephone forum discussing the background of Form 990 and Schedule K, some helpful items and resources, a detailed look at the Schedule K, and the role of post-issuance compliance monitoring. A slideshow presentation is available.
TEB Webinar - Tax Exempt Bonds and Tax Credit Bonds -- Planning to Avoid Unintended Consequences
September 18, 2012 - Learn about federal tax law post issuance compliance. How to plan for the impact of an issuer's or a conduit borrower's actions on the status of their tax-advantaged bonds and more. A transcript and a slideshow presentation are available.
Telephone Forum - TEB Exam Process
June 7, 2012 - A telephone forum discussing the case selection process and work plan, the examination process, issue identification, and related examination process topics. A slideshow presentation is available.
Telephone Forum - TEB Arbitrage and Rebate Compliance
May 17, 2012 - A telephone forum discussing arbitrage yield restriction and rebate compliance and filing requirements, claims for the refund of an overpayment of rebate, arbitrage self correction options, and other related arbitrage compliance topics. A slideshow presentation is available.
Telephone Forum - TEB VCAP IRM Updates
September 8, 2011 - A telephone forum discussing post-issuance compliance, the TEB VCAP process, and the TEB VCAP resolution standards. A slideshow presentation is available.
TEB Webinar - Getting it Right: Form Filing and Compliance Issues for Direct Pay Bonds
June 30, 2011 - Learn about requesting credit payments by filing Form 8038-CP, filing other forms for direct pay bonds, and properly completing these forms. Plus, learn about ongoing compliance requirements and more. A transcript and a slideshow presentation are available.