Series 50: Exercise

Taken from our Series 50 Online Guide

Exercise

Match the definitions with the correct percentages.

(some percentages may be used twice)

A.2%

B.3.5%

C.5%

D.10%

E.95%

1.Private business use test: greater than _____ of bond proceeds used to fund a non-governmental entity

2.Private security or payment test: greater than _____ of debt service for the bond is paid for or secured by a property used by a private business

3.Private loan financing test: more than of $5 million or _____ of bond proceeds is used to provide a loan to a private business

4.Qualified private activity bonds: at least _____ of net proceeds are used for designated public purposes

5.Costs of issuance: up to _____ of proceeds may be used to cover costs of issuance

6.Qualified mortgage revenue bonds: _____ of proceeds may be used to cover costs of issuance

Answer the following questions.

7.Cloud Valley has a debt limit of $50,000,000. The city currently has $20,000,000 in outstanding debt and would like to issue $25,000,000 in private activity bonds. They plan to use $750,000 of the proceeds for non-public purposes. What is the maximum amount of bond proceeds the city could spend on costs of issuance if it wanted the bonds to be qualified private activity bonds?

A.$250,000

B.$500,000

C.$750,000

D.There is no way the bonds could be qualified private activity bonds.

8.Which of the following are not true of the alternative minimum tax:

I.Eliminates many tax deductions provided under the standard tax law

II.Eliminates many tax credits provided under the standard tax law

III.Potentia

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