by Debbie Todd, CPA, CTP, CGMA | Nov 9, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key Highlights this Week!
Audit of CA City – $626 Million in Bonds Mishandled, Fitch gives San Diego School the Gold Star – AAA Rating, Muni’s at Risk? – Yes or No what will happen under GOP proposals? – see full article, MUNI’s now HQLAs? – see full article, Fascinating History Lesson! – What do 1930 Arkansas and today’s Puerto Rico Bonds have in common? – see full article, Don’t Miss Out! Happening Next Week! FREE “Best Practices” CPE: Get 3 hours of dedicated Post Issuance Compliance training with CPE in November in Sunny AZ – registration details and link inside!
by Debbie Todd, CPA, CTP, CGMA | Nov 1, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key Highlights this Week!
IRS to Issuers: Monitor Compliance – No Matter how Inadvertent, 2016 PAB Caps Released – Rev Proc 2015-53 link inside, Feel the Heat – Fiery Forensic Report on Jacksonville FL Pension Fund Trustees – and 140 page report inside, Tiger Grants Awarded to 34 States – see full article inside, 73,000 Statements: Muni Issuers have Not Significantly Improved Audit Times – see full report inside, Don’t Miss Out! Registrations are Coming in for FREE “Best Practices” CPE: Get 3 hours of dedicated Post Issuance Compliance training with CPE in November in Sunny AZ – registration details and link inside! A New Resource from Lumesis… check out the newest reporting tool Diver Underwriter – with free tools for issuers.
by Debbie Todd, CPA, CTP, CGMA | Oct 27, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key Highlights this Week!
BREAKING: Debt Limit Suspension until 2017 if Budget Passes, VCAP – An Appealing WIN – Student Loan Bonds NOT taxable, Today: Treasury issues Final Allocation and Accounting Regs, Edward Jones to Quit Negotiated Bond Deals Business. More on Super Chapter 9 for Puerto Rico – disturbing details inside, TRAINING – Don’t Miss Out! Registrations are Coming in for FREE “Best Practices” CPE: Get 3 hours of dedicated Post Issuance Compliance training with CPE in November in Sunny AZ – registration details and link inside!
PLUS – It’s Free Access Week at the Bond Buyer… if you enjoy the latest news in the muni marketplace as a bond issuer, you should consider checking out the Bond Buyer!
by Debbie Todd, CPA, CTP, CGMA | Oct 19, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, MCDC, Monday Muni Minutes, NABL, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Key Highlights this Week!
Debt Ceiling Hits 2 Days Sooner, Illinois Skipping Pension Payment, Debt Exchange for “SuperBond” in Puerto Rico?, Issue Price Webinar & “Best Practices” Compliance Training, plus more…
by Debbie Todd, CPA, CTP, CGMA | Oct 11, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, MCDC, Monday Muni Minutes, NABL, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Key Highlights this Week!
Finance Officers Cite Infrastructure and Pension Strain – report link inside; Nebraska School Hit Again….Second IRS Market Segment Audit in Months; Arizona Waste Facility Defaults on $110 Million Debt; Will SEC provide Legal Guidance on MAs for Bank Loans? – full article; Problems Mount for “Other” College Debt – full article WSJ; Want FREE “Best Practices” CPE? Get 3 hours of dedicated Post Issuance Compliance training with CPE in November in Sunny AZ – registration details and link inside!
by Debbie Todd, CPA, CTP, CGMA | Oct 5, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, MCDC, Monday Muni Minutes, NABL, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Expect More IRS Audits in 2016, Round 2 of MCDC: 22 Firms @ $4.12 Mil – But Where are These Big 3?, Missing Debt Service Funds after Trustee Fired, PABs & AMT, plus more…
by Debbie Todd, CPA, CTP, CGMA | Sep 30, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Training Resources
MCDC Enforcement Round 2 – Just this morning, the SEC announced sanctions against 22 underwriting firms (see below for detail) – for offerings which they disclosed under the MCDC and had compliance violations.
by Debbie Todd, CPA, CTP, CGMA | Sep 28, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, MCDC, Monday Muni Minutes, NABL, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
NABL to SEC: Issuer Education Needed after MCDC – recommendations and next steps
IRS Blasted on Total Return Swaps – full article link
Changes to Law Could Hurt SEC Enforcement Efforts – full article link
Wayne County Jail Bonds Get Targeted IRS Audit – full article link
MSRB Proposes Changes to Rule G-15 and Dealer Markups – full article link
Want FREE “Best Practices” CPE? Get 3 hours of dedicated Post Issuance Compliance training with CPE in November – registration details and link inside!
Next Steps Survey – the results are in…
by Debbie Todd, CPA, CTP, CGMA | Sep 21, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, MCDC, Monday Muni Minutes, NABL, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Key Highlights this Week!
Just HOW Costly is Cost of Issuance? – and why some issuers pay 500% more!, NEW CA Report: Inconsistent Conduit Borrower Disclosure – with link to full report. Want FREE CPE? Get 3 hours of dedicated Post issuance Compliance training with CPE in November – see inside for details!
plus the Next Steps Survey – look for it in your inbox tomorrow!
by Debbie Todd, CPA, CTP, CGMA | Sep 14, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, MCDC, Monday Muni Minutes, NABL, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Last week, NABL held it’s conference in Chicago…we recap a few juicy highlights in today’s edition!
Key Highlights this Week!
SEC: Won’t be Pinned on MCDC – What this means for Issuers – with link to full article!
IRS: Doubles VCAP Settlement in 2015
Finally – Solving the Compliance Puzzle – Line 10 this week is Requirements!
Want FREE CPE? Get 3 hours of dedicated Post issuance Compliance training with CPE in November – see inside for details!
