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CONTINUING COMPLIANCE

Governmental issuers of tax exempt bonds are responsible for complying with federal income tax and continuing disclosure obligations as long as the debt remains outstanding. GilmoreBell can help our government issuer clients fulfill these obligations. For more information on our continuing compliance services please click the link below.

Continuing Compliance Materials

2016 Seminar Recording – After The Closing: Tax and Compliance Training (YouTube Video Runtime 1h46min)
Please note that seminars qualify as annual training for purposes of tax-exempt financing compliance procedures. If you were unable to attend a session in person, CLE and CPE credit is not available through the electronic recording. If you have any questions, please contact us.
Planning a Financing – Instructions for the Compliance Officer

Tax Law Compliance

• Developing and Implementing Procedures for Post-Issuance Tax Compliance for Issuers of Governmental Bonds
• Considerations for Developing Post-Issuance Tax Compliance Procedures
• Tax-Exempt Financing Compliance Procedure Governmental Project Issuer
• TEB Post-Issuance Compliance: Some Basic Concepts
• Reimbursement Guidelines
• Sample Expenditure Records
• Sample Form of Final Written Allocation
• Summary of Federal Arbitrage Law
• Short-Term Use Agreements
• Sample TEB Annual Compliance Checklist
• Refunding Regulations

GOVERNMENT REPORTING
ECONOMIC DEVELOPMENT MEMOS
MISSOURI MUNICIPAL FINANCE MEMOS

TERMS OF USE

GilmoreBell makes available the materials on this website for informational purposes only. These materials are general in nature, not intended as legal advice for any specific transaction and should not be relied upon or used without consulting a lawyer to consider specific circumstances or changes to the law. Read more about our website and our Terms of Use here.

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