This session will focus on how organizations can design and implement an effective tax exempt bond post-issuance compliance process including how to report information on the Schedule K. Some of the questions the session will seek to answer include:
- What does a good post-issuance compliance process look like?
-What best practices should you include in your policies and procedures?
-How do you deal with refunding bonds for purposes of calculating private business use and reporting on Schedule K?
-What are the primary generators of private business use and what is the applicable analysis (e.g management contracts/leases/research/UBI)?
-How does qualified equity including your own capital or taxable debt factor into the analysis?
-What are some common Schedule K pitfalls and red flags?
Understand how to design and implement a post-issuance compliance process
Recognize common errors and pitfalls in Schedule K reporting