Charter Support Unit • Here to Help Charter Schools Thrive

Tax-Exempt Bond Essentials: Post-Issuance Compliance with IRS Rules and Regulations

 

Presented by:

 

Justin Hughes, Chief Operating Officer

Travis Pendry, Tax Compliance Head

DAC Bond, LLC

 

Tuesday, May 14th, 2024, 1:00 PM EST

If you have a bond on your building and you are responsible for reporting, then you will really benefit from this webinar. With a significant increase in tax-exempt compliance agents, the IRS is suited for increased audits of tax-exempt bonds in 2024 and beyond. Join us in this webinar designed specifically for Charter Schools, to review the foundational elements of post-issuance tax compliance and discuss how to effectively meet those requirements. Justin and Travis will discuss the core requirements of post issuance compliance as outlined by the IRS, review sample questions from actual IRS audits, discuss how effective policies and procedures can assist in responding, and review the Schedule K to form 990, which the IRS has indicated can be the basis for selection of an audit.
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Upcoming Webinars

The CSU offers webinars, typically on Tuesday afternoons or Thursday mornings, to assist school leaders with their professional development, and the operations of the charter school. Go to https://charter.support/all-trainings/webinars/ to register, view the complete list, or peruse the webinar library. 

Coming Soon... 

  •  A Deep Dive into Great Resources (at no cost to schools!) from the University of Florida Lastinger Center for Learning

  • Breaking up is Hard to Do: How and When to Not Renew an Employment Contract

  • Summer MTSS Game Plan: Start Your Strategy on Day 1

Charter Support Unit
(888) 677-9250 • (727) 286-3185 • charter.support

The CSU is a free support network operated by Building Hope in partnership with the United States Department of Education through a federal dissemination grant, a Walton Foundation grant, and the Florida Department of Education through a state appropriation. Our primary mission is to serve all charter schools in their first five years of operation. The CSU also provides many free services to more established charter schools across the country, including our free professional webinar series.

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