“PIC Essentials: The Audit-Proven Blueprint”

 

The Bond Issuer’s Roadmap To Compliance Success

Here’s what you’ll learn and how it will improve your bond compliance in Less Time, with Less Frustration and Less Money.

WITH BONUSES! See bottom of this page for details.

“Debbie’s understanding of the post-issuance compliance rules, her technical skills and her ability to communicate and make interesting what otherwise might be very boring, make her training videos and materials invaluable”

Erick Stowe

– Erick Stowe

Executive Director at Colorado Development Finance Corporation LLC

Here Is What You Get When You Join Now

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SESSION 1: Taking the Bite out of The Infamous Audit Notice – Form 4564
Understand the Information Document Request in just minutes

  • Know what is in an IDR: You will learn how to efficiently assemble all the must-have records in your binder so you meet your compliance requirements.
  • In the event you do get an audit notice… know if your audit is random or not, so you reply most effectively to the IDR.
  • Discover “must-know” communications strategies for you and your team in an audit situation.
  • Get answers to your most pressing questions in our private online “members only” forum. Download a high-quality MP3 recording to reference at your convenience!

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SESSION 2: Bond Proceeds Project Accounting Boot Camp (101)
A critical cornerstone in your compliance framework

  • Identify which records you are looking for so you can effectively assemble your compliance binders on a series by series basis.
  • Organize your project records so you’ll know if you meet the “Good Use” test…or not. (Hint: We walk through some live pivot tables!)
  • Enhance your current project accounting system so ongoing compliance is more streamlined, accurate and less time-consuming.
  • Get answers to your most pressing questions in our private online “members only” forum. Download a high-quality MP3 recording to reference at your convenience!
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SESSION 3: Private Business Use…Getting Lots of Public Attention
How to identify, quantify and calculate PBU

  • Identify which records you are looking for so you can effectively assemble your compliance binders on a series by series basis.
  • How you can calculate PBU so it provides the most appropriate and defensible benefit. (There’s more than one method!)
  • Learn why having a “Zero” PBU Policy may not be the right answer…and how to effectively analyze it.
  • Get answers to your most pressing questions in our private online “members only” forum, Club PIC @issuer2issuer.com. Download a high-quality MP3 recording to reference at your convenience!

DON’T MISS OUT ON THIS 3-PART TRAINING SERIES!

LIMITED TIME – Only $159 (Value $495)

Proven practitioner expertise at a fraction of your bond counsel or financial advisors cost per hour

Click Here To Reserve Your Spot Now »

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“I do indeed enjoy the training videos, Debbie – thanks for the service. Great overview and timely content.”

– Lisa D.

DMC Administrator

ACT NOW AND GET THESE BONUSES

If you buy today, I’ll throw in the following bonuses for FREE because I want to remove any doubt about the value I’m promising to give you so you can put those nagging compliance issues behind you.

special-bonus

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Bonus Debrief Session, With Me, of Continuing Disclosure After MCDC (A FREE Webinar By Orrick and BLX, hosted by Bond Buyer)

I attended the Continuing Disclosure After MCDC Webinar on February 5th. There were many practical tips we, as issuers, can use in our compliance programs !

In this bonus session we will review those tips from this highly informative webinar for issuers and discuss:

  • Lessons Learned by MCDC so you can develop stronger programs.
  • Policy and Procedures changes and how you can practically implement them at the operational level.
  • How to harness the Power of the Team Approach to make improvements that last.

Here you can create the content that will be used within the module.

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30 Day – 100% Money Back Guarantee

Wondering if PIC Essentials – The Audit-Proven Blueprint will be worth the money?

If, after reviewing all three weekly sessions, you don’t honestly believe PIC Essentials – The Audit Proven Blueprint provided the equivalent knowledge value of at least an hour of an average bond or tax counsel’s time ($495/hr avg)…

I will gladly refund your entire purchase price of the course – no questions asked!

DON’T MISS OUT ON THIS 3-PART TRAINING SERIES!

LIMITED TIME – Only $159 (Value $495)

Proven practitioner expertise at a fraction of your bond counsel or financial advisors cost per hour

Click Here To Reserve Your Spot Now »

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“You presented some very good information. In fact, we had to go through an audit on our BABs bonds. It was all o.k. in the end, but a huge pain getting there!”

– N.L.

Virginia

This website & any subsequent product sold within are NOT INTENDED AS TAX OR LEGAL ADVICE.
Prepared by Deborah M Todd, CPA, CTP, CGMA, CEO

Copyright © iCompass Compliance Solutions, LLC, dba Issuer2Issuer.com