Bond Arbitrage & Compliance

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. Our bond team specializes their training and practice in the area of bond arbitrage services to make the compliance process easy for you.

Our firm serves 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.

BOND ARBITRAGE COMPLIANCE SERVICES

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