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Flexibility and Value

State and local units of government generally cannot issue tax-exempt bonds merely for the purpose of profiting on the arbitrage generated. With interest rates on the rise, excess earnings from the proceeds of tax-exempt bonds can trigger a rebate with an associated return filed with the federal government.

Crowe Horwath LLP provides a full range of arbitrage rebate services to ensure ongoing compliance. We have completed rebate calculations for issues ranging from several hundred thousand to several hundred million dollars.

The benefits of working with Crowe include:

  • Flexibility – our consultants can review either a client-prepared calculation or gather the information and prepare the calculation in total;
  • Cost-effective compliance – we use experienced resources while offering fair and reasonable fees.
Our fees are driven by size and complexity of the bond issue and level of client involvement. Certain clients have varying expertise levels and calculation abilities, and some prefer to prepare more of the required data. In all cases, our services are provided with minimal disruption to the daily operations of our clients.

Our consultants remain up-to-date with the latest regulations in this area. We have years of experience in providing arbitrage rebate services to units of governments, and when it comes to arbitrage rebate services, Crowe delivers flexibility and value.