Back to top

News

NTA Blog: 2021 Filing Season Bumps in the Road: Part I

The post NTA Blog: 2021 Filing Season Bumps in the Road: Part I appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: Early information about Advanced Child Tax Credit payments under the American Rescue Plan Act

The post TAS Tax Tips: Early information about Advanced Child Tax Credit payments under the American Rescue Plan Act appeared first on Taxpayer Advocate Service. ...

NTA Blog: Taxpayers may file a 2020 superseding return changing their joint filing election to receive the third economic impact payment

The post NTA Blog: Taxpayers may file a 2020 superseding return changing their joint filing election to receive the third economic impact payment appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: Recovery Rebate Credit and Economic Impact Payment information you might need to know

The post TAS Tax Tips: Recovery Rebate Credit and Economic Impact Payment information you might need to know appeared first on Taxpayer Advocate Service. ...

NTA Blog: Most Taxpayers Needing a New ITIN Are Prohibited From Filing Electronically, Causing Unnecessary Refund Delays

The post NTA Blog: Most Taxpayers Needing a New ITIN Are Prohibited From Filing Electronically, Causing Unnecessary Refund Delays appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: Don’t miss out on any 2017 unclaimed refunds – file before May 17

The post TAS Tax Tips: Don’t miss out on any 2017 unclaimed refunds – file before May 17 appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: Certain noncorporate taxpayers may qualify for estimated tax penalty relief for tax year 2019

The post TAS Tax Tips: Certain noncorporate taxpayers may qualify for estimated tax penalty relief for tax year 2019 appeared first on Taxpayer Advocate Service. ...

NTA Blog: Taxpayers, Bankruptcy, and the Statutory Notice of Deficiency

The post NTA Blog: Taxpayers, Bankruptcy, and the Statutory Notice of Deficiency appeared first on Taxpayer Advocate Service. ...

Blog de la NTA: Los contribuyentes, la bancarrota y el Aviso estatutario de deficiencia

The post Blog de la NTA: Los contribuyentes, la bancarrota y el Aviso estatutario de deficiencia appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: Is an Offer in Compromise Right for You?

The post TAS Tax Tips: Is an Offer in Compromise Right for You? appeared first on Taxpayer Advocate Service. ...

More News

Reach Out To Us

Use all of our contact info below to reach out to Horton, Lee, Burnett, Peacock, Cleveland & Grainger, P.C.— We’ll be happy to assist you however we can.

3800 Colonnade Pkwy, Suite 500
Birmingham, AL 35243

 

205.967.9744

 

205.967.9745

 

Email Us info@hortonlee.com

 

Privacy Policy

Bond Rebate Services

In today’s world of tax-exempt financings, issuers and trustees must concern themselves with a myriad of legal and tax issues that require sound advice from qualified professionals. Some of the often overlooked, yet critical, areas of tax compliance with respect to tax-exempt bonds are the arbitrage and rebate provisions under the Internal Revenue Code.

Simply stated, these rules require the issuer to rebate to the Federal government any investment earnings in excess of the bond yield paid. Unfortunately, the simplicity usually stops there and a complex set of rules (developed over 30 years) creates the maze through which a bond issuer or trustee must find their way to determine whether a rebate liability exists.

HLB is dedicated to providing bond issuers and trustees a complete and accurate picture of their rebate liability. However, our service goes well beyond the mere number crunching. As part of our firm’s Tax Department, we utilize the expertise of tax professionals to analyze each client’s bond issue in order to properly interpret and apply the arbitrage provisions. Furthermore, we can assist clients and their bond counsel in any planning opportunities that may be available when bonds are issued. Our goal is to provide value to our clients beyond the mere calculation of the rebate liability.

If you would like more information on our tax-exempt bond service, please contact us today.


More than pencil pushers, real CPAs working for you.