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 Tax 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 csixtos@blxgroup.com or 213.612.2207.
Spending Exceptions - Take the Money and Run (Sandee Stallings, BLX) - NEW! - 07/10/2024
As interest rates remain elevated, the potential for making rebate payments is at its highest level in over 10 years. In a positive arbitrage environment, taking advantage of spending exceptions can be a very powerful tool. Listen today for basics on the 18-month and 2-year spending exceptions that, if met, allow issuers and borrowers to keep their positive arbitrage. (July 10, 2024)