|Voluntary Compliance and VCAP|
Learn about: Compliance Overview for Tax-Advantaged Bonds; TEB Voluntary Closing Agreement Program Overview: New Developments in TEB VCAP, including Form 14429; and TEB VCAP: Identified Violations and Resolution Standards.
2 months ago
|What’s Special about Schedule K (Form 990)?|
Background & history of Form 990 and Schedule K; Helpful items and resources; Detailed look at Schedule K; Common questions; and The role of post-issuance compliance monitoring.
2 months ago
|Primer On Monitoring Post-Issuance Compliance|
TEB and Post-Issuance Compliance Integration: Why, Where and How; Application of Post-Issuance Compliance to Private Business Use Rules; and Application of Post-Issuance Compliance to Arbitrage Rules.
2 months ago
|Maintaining Tax Exemption on Qualified 501(c)(3) Bonds - Audio Webcast (Sep 9, 2014)|
Learn about private business use relative to 501(c)(3) organizations and their tax-advantaged financings; most common types of private business use, including: leases, management contracts, and research agreements; and the importance of compliance procedures related to private business use. Only the law concerning tax-exempt bonds will be discussed.
3 months ago
|Basic Arbitrage Concepts - Audio Webcast (July 10, 2014)|
Learn about arbitrage in tax-advantaged bond context; yield restriction: limits on investment yield and exceptions; arbitrage rebate; post issuance compliance: problems and remedies; voluntary Closing Agreement Program (VCAP).
5 months ago
|Meet the Director of the IRS office of Tax Exempt Bonds (TEB) - Webinar (June 19, 2014)|
Learn about the new TEB mission, operations, initiatives and updates.
6 months ago
|Tax Exempt Bonds and Tax Credit Bonds - Planning to Avoid Unintended Consequences - Webinar (September 18, 2012)|
Help issuers and conduit borrowers of bonds identify and plan for the impact of their post-issuance actions on compliance with federal income tax requirements.
2 years ago
|Getting It Right: Form Filing and Compliance Issues for Direct Pay Bonds - Webinar (June 30, 2011)|
A review of direct pay bonds and refundable credit payments under Section 6431 of the Internal Revenue Code, including new clean renewable energy bonds, or New CREBs, qualified energy conservation bonds, qualified zone academy bonds, or QZABs, and qualified school construction bonds. Discusses Forms 8038-CP, 8038-B, 8038-TC and 8038-G, including common errors made in their filing.
3 years ago