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Business and Policy Areas
Business and Policy Areas

Upcoming Workshop on Bond Compliance

July 12, 2012

NACUBO collaborated with the Treasury Institute for Higher Education in designing The Tax-Exempt Bond Compliance Workshop, scheduled for September 10-11, in Indianapolis. The program, geared toward university treasury and tax compliance staff, offers an interactive learning experience. Leverage the expertise of faculty and participants to share best practices and develop successful strategies for tax-exempt bond compliance.

This workshop will enable you to:

  • Review tax-exempt bond fundamentals and the ABCs of tax-exempt bond issuance and post issuance compliance.
  • Discuss private business use compliance issues.
  • Hear from the IRS Tax-Exempt Bond Division.
  • Discuss the components of a comprehensive bond compliance policy.
  • Hear how other higher education bond compliance practitioners have implemented bond compliance policies.
  • Get suggestions and strategies from higher education in-house tax and treasury professionals on “best practices” to prepare for and manage the bond audit process.
  • Build on the experience of other higher education institutions that are addressing tax-exempt bond compliance issues.

Visit the Treasury Institute’s website to review the full conference agenda, sessions descriptions, hotel information, and online registration.


Mary Bachinger
Director, Tax Policy