The Bond Buyer and Orrick Webinar - Arbitrage Rebate: Navigating Compliance and Maximizing Retained Earnings (Completed 2/29/2024)

(Replay Available)

After years of low investment returns, positive arbitrage is once again in the spotlight. For issuers, borrowers and financial professionals, it is crucial to refresh our understanding of the arbitrage rebate rules and regulations to safeguard the tax-exempt status of municipal bonds. The ability to navigate the delicate balance between retaining positive arbitrage and complying with federal tax law can translate into real dollars in the current interest rate environment.

In this webinar, industry insiders address these challenges head-on, blending regulatory insights with actionable strategies.

Topics of Discussion Include

  • Pre-Issuance Considerations: Setting the state for successful bond compliance
  • Arbitrage Challenges: Addressing nuances of calculating and managing arbitrage rebate
  • Arbitrage Opportunities: Strategies for keeping positive arbitrage
  • Recent Case Studies: Real-world examples illuminating key principles and best practices
  • IRS Update: Stay informed on the latest developments and regulatory updates


Attendee Questions & Answers

For questions, or to discuss how BLX can assist with your organization’s arbitrage rebate compliance, please contact Sandee Stallings, 214-989-2701.

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