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 csixtos@blxgroup.com or 213.612.2207.
Tax-Exempt Escrow Funds – To OMS or Not to OMS (Amy Kron, BLX) - NEW! - 11/07/2024
Issuers and conduit borrowers refunding or defeasing outstanding tax-exempt debt generally have two funding options, State and Local Government Series securities (“SLGS”) or open market securities (“OMS”). While SLGS are widely used, in many instances OMS can provide savings to the issuer or borrower. Listen today for tips to consider when thinking about your escrow fund investment options. (November 7, 2024)