Category: Spending Exceptions

Spending Exceptions Arbitrage Rebate Compliance Bond Compliance Municipal Bond Compliance

Simplifying Arbitrage Rebate Compliance with Spending Exceptions

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 …