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.
Labeled Bonds: Voluntary Disclosure Under a Sharper Lens (Nancy Kummer;Christine Reynolds, BLX;Orrick) - NEW! - 11/04/2026
In this episode of BLXonCOMPLIANCE, we discuss how green, social, and sustainability labels fit within an issuer’s continuing disclosure obligations after issuance. We cover the current labeled municipal bond market, common labeling frameworks, and the labeling process. We also explain how to keep label-related statements consistent across the official statement, investor materials, and EMMA. Tune in to learn why a label is only as strong as the disclosure behind it, along with other considerations for labeled bonds and disclosure.
(November 4, 2026)