Telephone Forum: Primer on Monitoring Post Issuance Compliance
This phone forum discussed the importance of implementing post-issuance compliance procedures and regularly monitoring those procedures to preserve the status of their tax-advantaged bonds over the entire life of those bonds.
Tax Law Specialists Alma Dripps, Marie Sullivan, and Lance Fullmer from the office of Tax Exempt Bonds, Compliance & Program Management, presented the following topics:
- TEB and Post-issuance Compliance: Integration in TEB’s Programs
- Application of Post-Issuance Compliance to Private Business Use Rules
- Application of Post-Issuance Compliance to Arbitrage Rules
- Discussion of Record Retention
A pdf version of a power point slide presentation covering the above topics is available here.