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Trainings provided in a hybrid format to allow for both in person and Zoom attendance. Lunch or reception to follow, for those attending in person.<\/p>\n
____________________________________________________________________________________<\/strong><\/p>\n Bonds 101: A municipal bond primer<\/strong><\/span><\/a>. Overview of municipal bond types, debt limits and other Washington state law requirements, federal tax requirements and federal securities law considerations. A primer for staff or elected officials new to bond transactions or a helpful refresher of key considerations for those with bond experience. (Deanna Gregory<\/a>, Katherine Van Gunst<\/a>); February 29, <\/strong>10:00-11:00 a.m., followed by coffee reception)<\/p>\n Bonds 301: IRS Audits and Information Requests. <\/strong><\/span>A work session focusing on the records requested by the IRS in connection with information requests and audits of tax-exempt bonds. Review of IRS protocols and recent trends. Practical steps to take now, and immediately upon receipt of a request. (Alison Benge<\/a>, Stacey Lewis<\/a>); March 14, 2024, 10:30 a.m.-12:00 p.m<\/strong>.<\/p>\n Bonds 201: Securities law<\/strong>.<\/span> A review of the antifraud and other securities law requirements applicable to municipal bonds. Includes an update on recent Securities and Exchange Commission enforcement proceedings, and a refresher on compliance procedures. This session also is intended to satisfy compliance procedures that require periodic securities law training. (Stacey Lewis<\/a>, Toby Tobler<\/a>); To be scheduled.<\/b><\/p>\n Bonds 201: Tax compliance<\/strong>. <\/span>A review of the federal tax requirements that apply to tax-exempt governmental bonds. Includes discussion of arbitrage requirements and private use limitations, an update on post-issuance tax compliance requirements, and a refresher on compliance procedures. This session also is intended to satisfy compliance procedures that require periodic tax law training. (Alison Benge<\/a>, Katherine Van Gunst<\/a>); To be scheduled.<\/b><\/p>\n