Yield Restriction - The Other Arbitrage Requirement
Sandee Stallings, BLX - 12/05/2023
Arbitrage rebate compliance remains a focus for issuers and borrowers of tax-exempt debt due to rising interest rates over the past year and a half. Another related requirement, yield restriction, is often overlooked but equally as important as arbitrage rebate. Listen today for highlights on yield restriction, also applicable to your tax-exempt bonds. (December 5, 2023)
Sponsored basic research occurring in tax-exempt bond financed facilities is one of the most common places where private business use is likely to be generated. Navigating compliance can be difficult due to the nature of the IRS regulations and the potential volume of agreements. Listen today for tips to help manage the basic research process when there is a nexus to tax-exempt bonds. (May 21, 2024)
Coming soon, look for additional videos related to private business use (PBU), arbitrage rebate, continuing disclosure, and ESG Bonds.
As you navigate the compliance challenges related to issuing and borrowing on a tax-exempt basis, make BLXonCOMPLIANCE a regular part of your routine and join us each month for a fresh new discussion.
Check back again next month for monthly updated content.
