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"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. 

NEW BONUSES just added! See bottom of this page for details.

1

Wednesday, January 14th, 9:00 - 10AM PST
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.
  • Includes BONUS Q&A session where you get to ask your most pressing questions!
  • Download a high-quality recording to reference at your convenience!
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2

Wednesday, January 21st, 9:00 - 10AM PST
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.
  • Enhance your current project accounting system so ongoing compliance is more streamlined, accurate and less time-consuming.
  • Includes BONUS Q&A session where you get to ask your most pressing questions!
  • Download a high-quality recording to reference at your convenience!
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3

Wednesday, January 28th, 9:00 - 10AM PST
SESSION 3: Private Business Use…Getting Lots of Public Attention
How to identify, quantify and calculate PBU

  • Spot & track Private Business Use so your bonds remain tax-exempt.
  • Calculate PBU so it provides the most appropriate and defensible benefit.
  • Learn why having a “Zero” PBU Policy may not be the right answer…and how to effectively analyze it.
  • Includes BONUS Q&A session where you get to ask your most pressing questions!
  • Download a high-quality recording to reference at your convenience!
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DON'T MISS OUT ON THIS 3-PART TRAINING SERIES!

LIMITED TIME - Only $79 (Value $495)
Proven practitioner expertise at a fraction of your bond counsel or financial advisors cost per hour
 

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.

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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 attending 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!

100% Guranteed!
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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 will be attending the Continuing Disclosure After MCDC Webinar (and I recommend you do  too) on February 5th. We will meet either later on the 5th or the morning of the 6th for the bonus session.

In this bonus session we will review the highly anticipated upcoming 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.

Bonus Session!

DON'T MISS OUT ON THIS 3-PART TRAINING SERIES - WITH BONUSES!

LIMITED TIME - Only $79 (Value $495)
Proven practitioner expertise at a fraction of your bond counsel or financial advisors cost per hour