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Tax Exempt Bond Compliance



2014 Agenda

Continuing Education Credits

Green Statement

Partners & Supporters

Hotel Information


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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. At this year's workshop, we 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. 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 tax exempt bond compliance process and rules from Alpha to Omega including writing a compliance policy. The Primer will include a separate private business use session for 501C3 and Government issuers.

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

    • Take a deep dive into tax exempt bond compliance issues
    • Participate in case studies focused on determining and calculating private business use, using different allocation methods to manage private business use, and identifying safe harbors.
    • Get tips on filing the 990 and schedule K for 501c3 issuers.
    • Discuss audit issues and remediation
    • Participate in small breakout sessions
    • Walk through actual campus examples of bond compliance issues

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