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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.

Audio transcript

Page Last Reviewed or Updated: 28-Jan-2015