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.
Tax Reform – The Countdown Is On 3.0 (Ed Oswald, Orrick) - NEW! - 03/05/2025
Last week, the House passed a budget resolution that lays the groundwork for extending the 2017 Tax Cuts and Jobs Act tax cuts at a cost of $4.5 trillion and sets a goal of $2 trillion in spending cuts. In addition, the budget resolution also proposes a $4 trillion increase in the federal debt limit. Listen today for an update on these items, the Senate’s current plan for tax reform, and how these actions may impact the future of tax-exempt debt.
(March 5, 2025)