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 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!