by Debbie Todd, CPA, CTP, CGMA | Sep 7, 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
Happy Labor Day 2015! We hope you enjoyed last week’s 1 Year Anniversary Edition of the Muni Minutes!
Key Highlights this Week!
Kentucky Downgraded for Pensions – Ratings could see additional downward pressure
NABL Report: Municipal Bankruptcy: 3rd Edition – a great read for attorneys and issuers!
Solving the Compliance Puzzle – Line 9 this week is Policies!
Want FREE CPE? Get 3 hours of dedicated Post issuance Compliance training with CPE in November – see inside for details!
by Debbie Todd, CPA, CTP, CGMA | Aug 30, 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
Today is the Monday Muni Minutes – 1 Year Anniversary Edition – and What a Year it has been!
Key Highlights this Week!
NABL Releases Paper on Policies and Procedures – Summary and link inside!
Wayne County Rating Gets Much-Needed Boost – Off negative watch based on progress
Download “A Taxing Dilemma” – Debbie’s nationally published Post Issuance Compliance article
Solving the Compliance Puzzle – Line 8 this week is Standards!
by Debbie Todd, CPA, CTP, CGMA | Aug 23, 2015 | A Closer Look at the Code, MCDC, Monday Muni Minutes, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Key Highlights this Week!
$714 Billion Reasons Why– The value of getting (and keeping) tax-exempt bonds;
MSRB Eases Rules for Bank Loans with Issuers – voluntary EMMA reporting urged;
Download “A Taxing Dilemma” – Debbie’s nationally published post issuance compliance article;
Solving the Compliance Puzzle – Line 7 this week is Laws!
by Debbie Todd, CPA, CTP, CGMA | Aug 17, 2015 | A Closer Look at the Code, MCDC, Monday Muni Minutes, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Key Highlights this Week!
Edward Jones $20 Million Fine – More disclosure rules on Muni’s coming?
Direct Pay Bond Subsidies cut 6.8% – 2016 Budget Impact due to Sequestration
Solving the Compliance Puzzle – Line 6 this week is Guidelines!
by Debbie Todd, CPA, CTP, CGMA | Aug 10, 2015 | A Closer Look at the Code, MCDC, Monday Muni Minutes, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Key Highlights this Week!
IRS & Treasury Priority Guidance Plan for 2016 – What is the Muni Focus?
Municipal Advisors – What the growth and New Rules may mean for issuers…
Solving the Compliance Puzzle – Line 5 this week is Transparency!
Ending Soon! A bonus gift for new PIC Essentials members…
by Debbie Todd, CPA, CTP, CGMA | Aug 3, 2015 | A Closer Look at the Code, MCDC, Monday Muni Minutes, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Key Highlights this Week!
IRS and Interim Audit Guidance on BABs and other Direct-Pays with link to the 39-Page Memo
Pension Liabilities UP for 62% of Largest Indebted Cities…Who Topped the List?
Solving the Compliance Puzzle – Line 4 this week is Transparency!
by Debbie Todd, CPA, CTP, CGMA | Jul 27, 2015 | A Closer Look at the Code, MCDC, Monday Muni Minutes, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Key Highlights this Week!
MCDC Followup – we will highlight takeaways from the highly informative Lumesis/Bond Buyer webinar, MCDC – What’s Next for Muni Underwriters last week…it had TONS of great points for Issuers! Includes links to the replay and slides!
Chicago Pension Blow – what happened and what it means.
QZABs – Will these bonds be around to stay?
by Debbie Todd, CPA, CTP, CGMA | Jul 20, 2015 | A Closer Look at the Code, MCDC, Monday Muni Minutes, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
Key Highlights this Week!
VRDO’s – we will highlight the Bond Buyer article on VRDOs and the highly informative follow-up conversation I had with one of the principals of Clarity Bidrate last week…
MCDC Training – Check out the FREE training from the Bond Buyer/ Lumesis on Tuesday!
GO Holders secured in Bankruptcy? Check out what CA is doing…
Chapter 9s – Do you know which State has the most filings?
by Debbie Todd, CPA, CTP, CGMA | Jul 12, 2015 | A Closer Look at the Code, MCDC, Monday Muni Minutes, Pensions, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
In this week’s edition – The SEC Civil Penalties Act Resurfaces – “Decimal Dust” or JAWS? New Issuer Training Available, Pensions in Court in Chicago turns UGLY and Solving the Compliance Puzzle…Again
by Debbie Todd, CPA, CTP, CGMA | Jul 6, 2015 | A Closer Look at the Code, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources
This week, we’ll take a more casual, yet informative look at the MCDC, share the latest on the Internet Sales Tax debate as well as our proud announcement that PIC Essentials: The Audit-Proven Blueprint is now available!
