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NTA Blog: Holiday Greetings

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

TAS Tax Tip: Deduction and Expense Changes; Gear-up now for changes that will affect your 2018 return

It’s the holidays and is anyone really thinking about taxes? We hope you are, because there are certain things you will want to know now, and some you may need to act upon before the end of t...

Help us spread the news about our new Tax Reform Changes website

NEW (12/13/2018): The 2018 Form 1040, schedules and instructions are now available. Our Tax Reform Changes website shows where the new tax law items can be found on the 2018 ...

Nuevo Sitio Web Sobre Cambios en la Reforma de Impuestos que Explica qué está Cambiando y qué no

English NUEVO (12/13/2018):El formulario 1040 de 2018, los anexos y las instrucciones ya están disponibles. Nuestro sitio web de Cambios en la Reforma de Impuestos muestra dónde se...

New Tax Reform Changes Website Explains What Is Changing and What Is Not

En Español NEW (12/13/2018): The 2018 Form 1040, schedules and instructions are now available. Our Tax Reform Changes website shows where the new tax law items can be ...

NTA Blog: IRS Fraud Detection: A Process That is Challenging for Taxpayers to Navigate with an Outdated Case Management System Resulting in Significant Delays of Legitimate Refunds Part 2

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

TAS Tax Tip: Families - Gear-up now for changes that will affect your 2018 return

It’s the holidays and is anyone really thinking about taxes? We hope you are, because there are certain things you will need to know now, and some you may need to act upon before the end of t...

NTA Blog: IRS Fraud Detection - A Process That is Challenging for Taxpayers to Navigate with an Outdated Case Management System Resulting in Significant Delays of Legitimate Refunds Part 1

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

Know how getting married changes your tax situation

When you get married, your tax situation changes. Your marital status as of Dec. 31 determines your tax filing options for the entire year. If you’re married at year-end, you have two filing ...

NTA Blog: As the IRS Redesigns Form W-4, Employee’s Withholding Allowance Certificate, Stakeholders Raise Important Questions

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

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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

 

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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.


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