Bond Arbitrage and Compliance Services

Bond Arbitrage and Compliance Services

Our bond team specializes their training and practice in the area of bond arbitrage and compliance services to make the compliance process easy for you. Our firm assists clients ranging from small improvement districts to large cities and universities. We will help ensure federal tax compliance with the Internal Revenue Code and Income Tax Regulations and also help identify ways to reduce your rebate liability.

Maintaining a compliant tax-exempt bond portfolio is crucial to protecting the tax-exempt status of your bonds and avoiding costly settlements with the IRS or your bondholders. We can help with the following bond arbitrage and compliance services:


  • Arbitrage rebate calculations
  • Parity calculations
  • Refunding bond yield verifications
  • Yield restriction and other calculations