The Arbitrage Rebate Practice
The Arbitrage Rebate Practice of The Arbitrage Group, Inc. provides its' clients with a full range of arbitrage rebate services. The members of the Arbitrage Rebate Practice have received specialized industry training, have extensive experience in the industry, have participated on numerous industry expert panel discussions (including the National Association of Bond Lawyers and state and national health-care and governmental industry groups), use the most modern computer technology to enhance service delivery capabilities, maintain a current working knowledge of the regulatory requirements, and are committed to delivering quality services to its' clients.
The goals of the Arbitrage Rebate Practice are to insure compliance with the Internal Revenue Code and the Income Tax Regulations in relation to the arbitrage rebate requirements as well as to maintain client satisfaction for each rebate engagement. The Arbitrage Rebate Practice represents a wide variety of clients throughout the nation. We have prepared rebate computations for bond issues such as municipal, airport and transportation, health care, higher education, water and wastewater, housing, sports facilities and convention centers, and school districts.
Our specialized training and experience enables us to handle a wide variety of complex arbitrage issues affecting a rebate calculation such as the allocation of commingled funds, transferred proceeds computations, yield restriction issues, late filing issues, and multipurpose issues. Each of our rebate reports includes our opinion, independent calculation of bond yield, calculation of the rebate amount which is the difference between the actual and allowable earnings on the bond proceeds, and a summary of the information and computational assumptions affecting the calculations.
Scope of Arbitrage Rebate Services
As members of The Arbitrage Group, Inc., the following services have been provided for thousands of engagements.
The Arbitrage Rebate Practice is managed by H. Troy Merrill, Joe L. Aviles and Gregory A. Ichel. We offer quality services with a personal touch at very competitive rates. Please contact us to request a complimentary fee quote or to answer questions you may have. Generally, all that is needed and most useful for a fee quote is the initial IRS Form 8038.