Joe L. Aviles is a Partner in the Houston, Texas office of The Arbitrage Group, Inc. Joe serves as either a project director or technical reviewer for the Rebate Practice of The Group. Joe has extensive experience in the computation of complex arbitrage rebate computations for tax exempt bond issues. His primary responsibilities include:
- Engagement coordination with a client base consisting of major municipalities, hospitals, universities, as well as other issuers/borrowers of tax exempt bonds; bond attorneys; corporate trustees and financial advisors nationally. Joe is responsible for gathering the necessary data required to perform the rebate calculation;
- Analysis of bond documents and bond proceeds investment activity to identify key characteristics of the bond issue and determine the related IRS arbitrage rebate requirements;
- Prepare or review the computation of arbitrage rebate or yield restriction and ensure that the computation is in compliance with the IRS arbitrage tax regulations; and
- Research of technical issues for our clients.
Prior to joining The Group, Joe was a Senior Manager in the National Arbitrage Practice of KPMG Peat Marwick LLP. His experience was concentrated in the preparation and review of rebate and yield restriction computations. He served in this capacity for over six years.
Prior to joining KPMG’s National Arbitrage Practice, Joe was a member of KPMG’s Audit Practice for four years.
Joe received a Bachelor of Science degree in Business Administration with a major in Accounting from the University of Texas at Austin.