Category: Arbitrage Rebate Compliance

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The Essential Guide to Arbitrage Rebate Calculations & Compliance

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 Arbitrage Compliance Specialists Arbitrage Rebate Bond Compliance Bond Rebate Positive Arbitrage Negative Arbitrage Arbitrage Calculation Arbitrage Rebate Calculation Arbitrage Rebate Compliance

Understanding Yield Restriction & Why More Frequent Calculations May Be Necessary

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 …

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How to Calculate Arbitrage?

Tax-exempt bonds are an excellent way for municipalities, such as schools, cities, or counties to pay for projects. These projects, or capital expenditures, may be buildings or other new construction, or even renovations to existing structures. When the municipality issues these bonds — called municipal bonds — the bonds’ tax-exempt status makes them attractive to …

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Project Fund Yield Restriction – Expectation vs Reality

Yield Restriction Liability As we enter the waning days of 2023, it’s important to take some time to reflect on what we’ve accomplished. And for some issuers of tax-exempt bonds, on what we still have to accomplish. You see, as 2023 comes to a close, so too does the three-year temporary period for construction bonds …