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!
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 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!
