Search Results: Internal Revenue Service (IRS)
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UT Manufacturing Facility Private Activity Bonds - Program Information
The Utah Department of Community and Culture manages the Private Activity Bond (PAB) program and is Utah's tax-exempt bonding authority. PABs create lower cost and a long-term source of capital. Utah established Manufacturing Facilities as a...
Small Business, Innovation and Tax Policy: A Review
William Gale and Samuel Brown from Urban-Brookings Tax Policy Center published this paper discussing interactions between the federal tax code, small business, and the economy. Among other things, the paper also identifies tax provisions that most...
Issuing Bonds - The Rules Login
Linda Schakel from Ballard Spahr LLP covers the strict series of rules governing tax-exempt bonds depending on project type, and bond being used. Linda explains the private business use test, alternative minimum tax, volume cap, use of proceeds and...
Financing Renewable Energy: Ownership Structures Login
Forrest Milder at Nixon Peabody and Stephen Tracy of Novogradac & Company present various ownership models and describe the important relationship between financing model and ownership structure.
Financing Renewable Energy: PTCs ETCs & Grants Login
Jim Duffy at Nixon Peabody and Tony Grappone at Novogradac & Company discuss various tax credits and grants that can be used as sources of financing for renewable energy projects.
BNY Mellon: Basic Arbitrage Compliance Requirements Login
BNY Mellon presents on IRS arbitrage rules, yield restriction, samples, rebate rules, exceptions, and enforcement.
Intro to IRS Audits of Tax-Exempt Bonds Login
Richard Chirls and Michael Larson with Orrick provide helpful information about the IRS tax-exempt bond audit process
IRS Guidance: Qualified Energy Conservation Bonds Login
This guidance from the Internal Revenue Service provides detailed information on the use of Qualified Energy Conservation Bonds, specifically with regards to measuring energy reduction and defining green programs.
IRS: Your Responsibilities As A Conduit Issuer of Tax-Exempt Bonds Login
Internal Revenue Service Publication 5005 provides an overview for state and local governments of the responsibilities of conduit issuers with respect to tax compliance in municipal financing arrangements commonly known as conduit financings.
IRS Conference: Arbitrage Yield Restrictions & Rebate Compliance Login
The IRS Office of Tax Exempt Bonds provided this presentation on arbitrage yield restrictions and rebate compliance. Topics include an arbitrage overview, filing requirements, and the rebate claims process.
IRS Letter Re: PPAs as Separate Assets Login
This response by the Internal Revenue Service to a request for private letter ruling provides the IRS interpretation related to payments to acquire wind generation businesses and facility-specific power purchase agreements' statuses as separate...
Relief from Allocation and Accounting Errors for Certain Issuers of Tax-Exempt Student Loan Bonds Login
This guidance from the IRS covers the voluntary closing agreement program as it relates to issuers of Qualified Student Loan Bonds.
Hawkins Advisory: Revised IRS Form 8038-CP Login
This Advisory from Hawkins Delafield & Wood LLP covers the revised IRS Form 8038-CP and emphasizes changes to the form's instructions, particularly the filing of forms for various types of bonds.
Overview of Tax-Exempt Bonds Compliance Issues & Programs Login
This presentation by James L. Held of the Internal Revenue Service (IRS) presents an overview of potential compliance issues related to tax-exempt bonds and the programs offered by the IRS to assist with self or voluntary correction.
IRS Notice 2012-3: Refundings of Tax-Exempt Bonds in Certain Disaster Relief Bond Programs
This notice from the Internal Revenue Service provides guidance on refunding issues of bonds that met requirements for GO Zone Bonds, Midwestern Disaster Area Bonds, and Hurricane Ike Disaster Area Bonds.
IRS Warning to Tax-Exempt Issuers and Borrowers: Implement Compliance Procedures Now Login
This Client Alert from Hunton & Williams addresses the new IRS warning that issuers and beneficiaries of tax-exempt bonds must develop and implement a compliance program, or face serious financial consequences.
The Resurgence of Whistleblowers in IRS Bond Enforcement
The Law Office of W. Mark Scott prepared this explanation of the IRS whistleblower statute, as it related to the Office of Tax Exempt Bonds. Topics include a review of the statute, claim processing, and award eligibility.
Public Finance Alert: Final Regulations on Solid Waste Disposal Facilities
This alert from Pugh, Jones & Johnson, P.C. addresses IRS final regulations on solid waste disposal facilities. Major provisions are highlighted, and an overview of solid waste facilities eligible for exempt facility bonds is provided.
IRS Office of Tax Exempt Bonds: Overview of Compliance Issues & Programs Login
Steve Chamberlain from the Internal Revenue Service gives this presentation with an overview of compliance issues and programs as it relates to tax exempt bonds. He discusses the structure of the Tax Exempt Bond Office, post issuance compliance,...
Hawkins Advisory: Volume Cap & Timing of Issuing Bonds
This advisory from Hawkins Delafield & Wood LLP discusses IRS Notice 2011-63, which provided guidance on how to determine when bonds are considered "issued" for purposes of volume cap limitations.
Hawkins Advisory: Pre-Refunded Bonds
This advisory from Hawkins, Delafield & Wood LLP discusses whether a material event notice is required to be sent in connection with the S&P downgrade of pre-refunded bonds.
Power Purchase Agreement Checklist for Governments Login
This resource from the National Renewable Energy Laboratory provides a checklist that state and local governments can use when considering solar photovoltaic power purchase agreements (PPA). The guidance provides an overview of a PPA, financing...
Tax Exempt Bonds: The Role of Conduit Issuers in Tax Compliance
The IRS Advisory Committee on Tax Exempt and Government Entities released this report during their tenth annual public meeting on June 15. The report describes in detail the responsibilities of conduit issuers under current federal income tax...
Hawkins Advisory: Revised IRS Form 8038
This Advisory from Hawkins, Delafield & Wood LLP addresses the revised version of IRS Form 8038, which covers tax exempt private activity bond issues. The Advisory provides guidance on seven major changes to the form.
IRS Limits Use of Draw-Down Bonds for BABs Login
The IRS has released guidance limiting draw-down bonds for BABs, but does permit the use of draw-down structures for “bank qualified bonds”. This will have a significant impact on the bond market in the next 30 days with BABs set to expire at the...
IRS Releases Revenue Procedure Outlining 2011 PAB Volume Caps Login
The amount used under to calculate the state ceiling for the volume cap for private activity bonds in 2011, as announced in this IRS Revenue Procedure release, is the greater of $95 multiplied by the state population or $277.820 million. In 2010,...
Internal Revenue Service New Markets Tax Credit Audit Guide
The Internal Revenue Service recently released this training guide for revenue agents assigned to monitor the New Markets Tax Credits program. It includes a thorough explanation and background on NMTCs and describes requirements of the various...
Direct Payment Subsidy Option for Certain Qualified Tax Credit Bonds and Build America Bonds
The Treasury Department has released interim guidance instructing municipal issuers how to issue qualified school construction bonds, qualified zone academy bonds, qualified energy conservation bonds, and new clean renewable energy bonds in the new...
IRS FY 2010 Tax-Exempt Bonds Work Plan
This document gives an outline of the priorities and plans of the IRS's Tax-Exempt Bond division in 2010.
IRS Form 8328: Carryforward Election of Unused Private Activity Bond Volume Cap
Issuing authorities of private activity bonds should use Form 8328 to elect to carry forward its unused volume cap for one or more carryforward purposes.
Tax-Exempt Bonds for 501(c)(3) Charitable Organizations
This publication from the Internal Revenue Service covers the federal tax rules and filing requirements applicable to qualified 501(c)(3) bonds.
Tax-Exempt Private Activity Bonds Compliance Guide
This publication by the Internal Revenue Service covers the federal tax rules and filing requirements applicable to qualified private activity bonds
Tax-Exempt Governmental Bonds Compliance Guide
This compliance guide published by the Internal Revenue Service covers the federal tax rules and filing requirements applicable to governmental bonds
IRS Listing of Recovery Zone Bond Allocations by City and County for Each State
This IRS document gives the individual allocations of the $25 billion in ARRA authorized Recovery Zone Bonds for each state broken down by large municipality and county.
IRS Issues Guidance on Tax Credits for Specified Renewable Energy Facilities
The IRS issued this guidance on June 5, 2009 regarding new procedures to claim an investment tax credit in lieu of a production tax credit for specified renewable energy facilities. This change to the tax treatment of renewable energy facilities was...
IRS Guidance on Claiming Investment Tax Credits for Wind, Biomass, Geothermal, and Other PTC Facilities
Nixon Peabody has published this release concerning IRS guidance dealing with ARRA changes in the tax treatment of renewable energy facilities. ARRA now allows for a 30 percent investment tax credit on certain renewable energy facilities in lieu of...
IRS Publishes Qualified Zone Academy Bond Allocations for 2008 and 2009
This IRS publication documents qualified zone academy bond (QZAB) allocations for 2008 and 2009.

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