Municipal issuers and their advisors continue to navigate a changing landscape when it comes to arbitrage rebate and yield restriction compliance. As federal regulations evolve and market dynamics shift, staying informed about trends in these areas is more crucial than ever. In this blog post, we’ll break down what’s happening now—and what’s on the horizon. …
Arbitrage rebate compliance represents one of the more complex areas of bond management and spending exceptions have emerged as a key strategy for issuers to minimize their potential tax liabilities. Spending exceptions are helpful tools that allow debt issuers to keep all investment earnings upon meeting certain criteria. They also provide a strategic pathway for …
Five-year arbitrage rebate reporting stands as a key milestone that demands careful attention within your bond compliance process. Within the last five years, we have witnessed both low borrowing rates and a sharp increase in the federal funds rate. This drastic change in the rate environment could mean that your unspent proceeds are quietly racking …
When it comes to managing your tax-exempt bond portfolio, understanding arbitrage rebate calculations is crucial for municipalities, water and sewer districts, and other issuers of tax-exempt debt. Non-compliance with IRS regulations can lead to significant financial penalties, making it essential to stay informed and accurate in your calculations. In this article, we will explore the …
Yield Restriction In Focus Cities all around this country are attracting more residents than ever before. It’s not an unprecedented shift for all, but some cities are experiencing their time in the limelight for the first time. The prospects for continued growth is there, but how will the infrastructure keep up? That’s where the tax-exempt …