2025 PIC Workshop CPE/CLE Credit Information
Back to BLX/Orrick 2025 Post-Issuance Compliance Workshop
CPE CREDITS
The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis.
Participants will:
- Understand the importance and relevance of post-issuance tax compliance as it relates to their tax-exempt bond program
- Understand the rules and regulations relating to the use of tax-exempt bond financed facilities and how to determine what may constitute private business use
- Have a better understanding of the exceptions applicable to the private business use rules
- Learn how to review management and service contracts and research agreements for compliance with IRS safe harbors
- Understand how to calculate private business use and unrelated trade or business use
- Understand the requirements of SEC Rule 15c2-12 relating to secondary market disclosure
- Understand the arbitrage rebate and yield restriction rules applicable to the investment of tax-exempt bond proceeds and the exceptions to such rules
In order to be awarded the FULL credit hours, you must be present for all sessions. In-Person attendance will require signing in/out via the form provided; Virtual attendance will be monitored via an attendance verification system on the online platform and credits will be provided on a per session basis.
Participants will earn up to 10.0 CPE credits
Field of Study: Taxes
Additional Information
Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live & Group Internet Based
Refunds and Cancellations: For In-Person attendance, requests to refund registration fees must be received in writing by October 1, 2025, and will be subject to a $100 cancellation fee. No refunds will be granted after October 1. For Virtual attendance, requests to refund registration fees must be received in writing by October 20, 2025, and no cancellation fee will apply. No refunds will be granted after October 20. Refunds or cancellations of hotel bookings need to be requested from Conrad Nashville and are subject to their policies. For more information regarding refund, concerns, and/or program cancellation policies please contact Cynthia Sixtos at (213) 612-2207.
BLX Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
CLE CREDITS
MCLE Credits pending in California. (CLE credits provided by Orrick, Herrington & Sutcliffe LLP)
