RESEARCH
Nothing will ever be attempted . . .
–Samuel Johnson
if all possible objections must first be overcome.
LIBRARY
• The Federal Taxation of Municipal Bonds (hard copy and discs)
• Tax Analysts (discs and online)
• CCH Federal Tax Reporter
• The Connecticut General Statutes
• The Securities Law Deskbook
• Lexis
• The Bond Buyer
• Various Treatises and Loose-leaf Services relating to
Securities Laws, 501(c)(3) Organizations and Healthcare
FORMS
IRS Forms and Instructions
Federal and State Income Tax Forms
– with instructions
Form 8038 – for Tax-Exempt Private Activity Bond Issues
– with instructions
Form 8038G – for Tax-Exempt Governmental Obligations
– with instructions
Form 8038GC – Information Return for Small Tax-Exempt Governmental Issues, Leases and Installment Sales
Form 8038CP – Return of Credit Payments to Issuers of Qualified Bonds
– with instructions
Form 8038B – Information Return for Build America Bonds and Economic Recovery Bonds,
– with instructions
Form 8038T – Arbitrage Rebate and Penalty in Lieu of Arbitrage Rebate
– with instructions
Bureau of Public Debt
Bureau of Public Debt forms for SLGs >
SLGS Daily Rate Table >
Congressional/Legislative
Depositing and Clearing
Federal Securities
Federal Tax
Judiciary / The Federal Courts
Legal Research / Links
Miscellaneous
E X P E R I E N C E D
E F F E C T I V E
E T H I C A L
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