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.
Bonding with AI (Josh Cain, BLX) - NEW! - 04/07/2025
As the municipal bond industry’s embrace of Artificial Intelligence grows, we see cutting-edge technology meeting traditional finance. AI is transforming the way we analyze, invest in, and manage municipal bonds, enhancing decision making and uncovering new opportunities. Listen today to hear how AI is being applied to the municipal finance market, with a focus on managing compliance.
(April 7, 2025)