by Debbie Todd, CPA, CTP, CGMA | Dec 14, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key highlights this week! OPEBs Front and Center: Lawsuit on Retiree Healthcare advances in Chicago,
Layoffs for Morgan Stanley Impact its Public Finance Ops – full article inside!
WIFIA Loans get some FAST Help– full article inside!
Senate and House Offer $3 Billion to Help Puerto Rico – full article inside!
New Special Issue Price Rules for Competitive Deals?? – full article inside!
by Debbie Todd, CPA, CTP, CGMA | Dec 7, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key highlights this week! Stability! Five Year – $305 Billion Highway Fund Fix Now Law
HOT Water for Los Angeles Area Water District – CA Audit Report inside!
Moody’s 2016 Higher Ed and Not-for-Profit Outlook Teleconference – TODAY!
Free Web Seminar by Orrick/Bond Buyer – Puerto Rico Debt Crisis – an Update
Puerto Rico Focus:
Supreme Court to Review Ruling on PR Restructuring – full article inside!
PR Diverts Bond Revenue to make GDB Payment – full article inside!
FBI Arrests 10 in Puerto Rico Corruption Case – full article inside!
by Debbie Todd, CPA, CTP, CGMA | Nov 23, 2015 | A Closer Look at the Code, Crafting Disclosure Policies, Debt Ceiling, DebtWatch, MCDC, Monday Muni Minutes, PIC Essentials - The Audit-Proven Blueprint, Solving the Compliance Puzzle, Training Resources, VCAP
Key Highlights this Thanksgiving Week!
CA Releases DebtWatch Site – Link Inside, CT Scrambles for Pension Fix, Navajo Nation’s 1st Bond Deal, SEC Freezes Assets for Alleged Bond Fraudster, Holiday Best Practices PIC Essentials Special and more…
by Debbie Todd, CPA, CTP, CGMA | Nov 16, 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!
Los Angeles Schools face over $300 Million Deficit – read full report inside, IRS to Mobile, AL – $63.4 Million in Warrants likely Taxable – Notice inside, Bond Insurers Show Earnings Strain as Low Rates Persist, Puerto Rico Cancels $228.5 Million in Ambac-insured bonds, Notice 2015-78 Released – for Student Loans – link inside and Today’s the Day! FREE “Best Practices” CPE: 3 hours of dedicated Post Issuance Compliance training with CPE with CDFA in Sunny AZ – I hope to see you there!
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.
