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On May 18, 2017, CHEFA hosted a Post Issuance Tax Compliance Webinar on the IRS Schedule K (Form 990). The webinar was presented by Marybeth E. Frantz, Esq. of Harris Beach PLLC and provided an in-depth review of the Schedule K requirements so that future filings are easier and more complete. 

Topics that were discussed included:

  • What is Schedule K and why is it required?
  • Who must file?
  • What information do you need to prepare the Schedule K

In addition, Ms. Frantz provided an overview of Post-Issuance Compliance Procedures that should be adopted by the institution to ensure that interest on the bonds remains tax-exempt.

A replay of the event has been made available for our borrowers who were unable to attend.