We are experienced in the preparation of arbitrage rebate calculations. We provide our clients with preparation of the required five-year rebate calculations, necessary IRS forms, unspent proceeds reports, interim rebate calculations, yield limits/calculations and other required information. We are properly trained in all aspects of the arbitrage rebate process. Moreover, we invest in our staff training to ensure that we stay current with new regulations affecting the rebate process. Thus, we are able to provide our arbitrage rebate services to you in a timely and cost efficient manner.

Our professional staff are members of the Government Finance Officers Association (GFOA) and have attended arbitrage training sponsored by the GFOA. We also have acquired the Municipal Bond Manager software developed by the GFOA to perform arbitrage calculations and prepare the corresponding reports.

301 East Main Street | Suite 1100 | Lexington, Kentucky 40507
Telephone: 859.253.1100 | Fax: 859.253.1384

500 West Jefferson Street | Suite 1600 | Louisville, Kentucky 40202
Telephone: 502.584.1101 | Fax: 502.584.4960