WebAbout Arbitrage Rebate Services -. For more than 35 years, affiliate Kutak Rock Arbitrage Consulting LLC has calculated and reported on the complex arbitrage rebate liability for thousands of tax-exempt bond issues, aggregating billions of dollars. Led by a dedicated Arbitrage Rebate Analyst and backed by a team of public finance tax attorneys ... Web17 feb 2024 · Under Internal Revenue Code section 148 (f), interest on a state or local bond is not tax-exempt unless the issuer of the bond rebates to the United States arbitrage profits earned from investing proceeds of the bond in …
Asset Management - HilltopSecurities
WebExpert speakers will explore topics including the application of financial derivatives, advance refundings, investing bond proceeds, and how to spot arbitrage issues. This course is an ideal opportunity to enhance your knowledge and maximize your community's ability to finance economic development using tax-exempt bonds. WebFor decades, AMTEC has specialized in arbitrage rebate and refunding verification services for clients across the country. In fact, unlike many of our competitors, these are the only services we provide to clients—each and every day. This level of specialization—along with our proven, repeatable processes—drive efficiencies that provide ... the roberta
Rebate & Yield Reduction: Required Payment Dates for Interim ...
WebIn some cases, IRS record retention guidelines supersede and are for a longer period than state and local requirements. Specific to arbitrage rebate and tax-exemption … WebAs a firm, we have found that the greatest reward is passing along the largest possible savings to our clients. We provide refunding and defeasance escrow verification … Web31 gen 2024 · Current through January 31, 2024. Section 1.148-3 - General arbitrage rebate rules. (a)In general. Section 148 (f) requires that certain earnings on nonpurpose investments allocable to the gross proceeds of an issue be paid to the United States to prevent the bonds in the issue from being arbitrage bonds. The arbitrage that must be … the roberta bondar foundation