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TAS Tax Tip: It’s Always a Good time to Check Your Tax Withholding

Finished with your 2018 tax return? If you are, and even if you are not, now might be a good time to check your tax withholding amount for this year, 2019, by doing a paycheck check-up now so ...

NTA Blog: Fraud Detection Filters: Recent Changes in the IRS Fraud Detection Program May Reduce Taxpayer Burden While Continuing to Stop Fraudulent Refunds

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...

NTA Blog: FREE FILE: The Free File Program Is Failing to Achieve Its Objectives and Should be Substantially Improved or Eliminated

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 office intake numbers are being used in scam calls to taxpayers

Certain TAS telephone numbers are being used in a spoofing scam. Taxpayers are targeted by either robocalls or live solicitors claiming to be with TAS or the IRS. The caller ID displays a TAS numbe...

TAS Tax Tip: Claiming the EITC or CTC Credit this year? Here are some tips…

Are you planning on claiming the Earned Income Tax Credit (EITC) or the Child Tax Credit (CTC) on your federal tax return this year? If yes, then you should know some things have changed since last...

NTA Blog: The IRS Office of Chief Counsel is Using Email to Avoid Disclosure of Program Manager Technical Advice

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...

Register now for the 4th International Conference on Taxpayer Rights in Minneapolis, Minnesota, May 23-24, 2019

The National Taxpayer Advocate of the U.S. Internal Revenue Service is convening the fourth International Conference on Taxpayer Rights on May 23-24, 2019, in Minneapolis, Minnesota. The conferenc...

Taxpayer Advocate Service Toll-Free Line Is Experiencing High Call Volumes

The Taxpayer Advocate Service (TAS) is currently experiencing very high call volumes on its toll-free telephone line. Many taxpayers facing refund delays are calling to request our assistance, and...

NTA Blog: A Personal Message from the National Taxpayer Advocate

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...

NTA Blog: We’re Baaaaaack!

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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