The BLX Institute
What it is
Post-Issuance / Private Use Compliance
Compliance Timeline – Tax-Exempt New Money Issue
Tax-exempt bonds have numerous filing requirements and deadlines issuers and borrowers must comply with over the life of the bonds. The below timeline highlights compliance milestones related to arbitrage rebate compliance, private business use, and Schedule K filings (for nonprofit organizations).
BLX onCompliance
A monthly video series from BLX on compliance topics relevant to public finance and tax-exempt bonds.
BLX Alerts
A historical index of timely alerts based on relevant current events in public finance.
BLX is committed to continuing education and hosts webinars, on-site training, and workshops. For more information, please contact Cynthia Sixtos at [email protected] or 213.612.2207.
Your Move, Fed. Investment Strategies in Uncertain Times (Amy Kron, BLX) - NEW! - 05/06/2026
In this month’s episode of BLXonCOMPLIANCE, we discuss tax-exempt bond proceeds investment strategies in the context of Fed Reserve policy in today’s uncertain market environment. From inverted yield curves to the return to “normalcy” amid geopolitical tensions and inflation concerns, we break down what issuers need to know about investing bond proceeds, whether rates stay flat or the Fed cuts rates. Listen today to help ensure you are maximizing the yield on your investments in shifting rates scenarios.
(May 6, 2026)