Arbitrage Rebate Services Overview
What is Arbitrage Rebate?
Learn more about arbitrage rebate and the importance of taking an active approach to arbitrage calculations.
Free Tax-Exempt Bond Arbitrage Compliance Review
In 2011, the IRS began placing increased emphasis on a tax-exempt issuer’s establishment of written procedures that help ensure all nonqualified bonds are remediated according to the requirements of the Tax Code and Arbitrage Regulations. To assist issuers in preparing for closer scrutiny by the IRS in this area, AMTEC has assembled documentation to fulfill an IRS request for evidence of compliance. Each AMTEC client receives a package that provides detailed information regarding all key elements of an effective post-issuance compliance program, a written procedures document, and a resolution to adopt such a program that can be easily implemented.
In addition, to ensure an issuer’s compliance with all aspects of the Arbitrage Regulations, AMTEC provides a comprehensive review of all of an issuer’s tax-exempt bonds that includes an analysis of which debt issuances require arbitrage rebate and/or yield restriction calculations. This review includes, but is not limited to, the following elements:
To initiate AMTEC’s free review of your bond issues (including recommendations for which debt issuances may or may not require arbitrage rebate / yield restriction calculations) contact Mike Scarfo, Senior Vice President, at 888-999-8038 or firstname.lastname@example.org.
Arbitrage and Yield Restriction Calculations
The AMTEC arbitrage rebate and yield restriction calculations process includes, but is not limited to, the following: