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Tax Exempt Bond Compliance

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Treasury Institute Tax Exempt Bond Compliance Workshop

December 10-12, 2014
Hilton Orlando Lake Buena Vista
Orlando, FL

The Treasury Institute for Higher Education is facilitating its third Tax Exempt Bond Compliance Workshop. This year's workshop will take a case study approach to tax exempt bond compliance issues. The program, geared toward university staff with tax compliance responsibilities, will offer an interactive learning experience, breaking attendees into small groups to work through Private Business Use (PBU) calculations and will leverage the expertise of faculty and participants to share best practices and develop successful strategies for tax exempt bond compliance.

New for this year is a one day Pre-Workshop Primer to help build a foundation for the workshop. First-time attendees and those in need of a refresher will have an opportunity to spend a full day learning about the terms, concepts, and vocabulary of tax exempt bond compliance. The Primer will include a review of the basic components of a Private Business Use (PBU) calculation, will provide participants with the key components to include in a tax-exempt bond compliance policy, and will identify who needs to be involved in drafting the policy.

At the two day Workshop you will have an opportunity to:

    • Identify types of PBU using various sources including surveys.
    • Learn about the exceptions to PBU such as the Qualified Building Improvement Exception.
    • Participate in a demonstration of the use of allocation methods to manage PBU.
    • Walk through PBU computations of various campus buildings and complex scenarios.
    • Learn best practices for post issuance compliance.
    • Receive tips for preparation of the Form 990, and Schedule K.
    • Prepare for an IRS Bond Compliance site visit or audit.
    • Discuss best practices and learn from your peers.


Register now!

Primer Session and Workshop registration fee is $575

Workshop ONLY registration fee is $475

Attendance limited to schools of higher education, supporters, and speakers.
Treasury Institute for Higher Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org