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Resources
Browse through our library of resources ranging from reports and model documents, to webinars and comment letters.


Requests for 2024-2025 IRS Priority Guidance Plan
Requested items for inclusion on the Internal Revenue Service’s (IRS) 2024-2025 Priority Guidance Plan.

The Workshop 2023: Session Bundle
All recorded sessions from our 2023 annual conference held in Chicago, IL from October 18 – 22. [[Purchase or Registration Required]]

Advanced Arbitrage: There and Back Again
A higher-level discussion of arbitrage issues applicable to tax-exempt municipal bonds and the structuring of various transactions.

Arbitrage: Can I Earn It? Can I Keep It?
An intermediate-level discussion for the newer practitioner or a refresher for those in need of a reminder of the various arbitrage issues applicable to tax-exempt municipal bonds.

Refunding and Reissuance
Panelists focus on recent developments and discuss and analyze a variety of tax issues through a discussion of refunding and reissuance trends.

Tax Hot Topics
This panel will discuss current federal tax issues, including any recently released notices, rulings, regulations and/or other guidance.

Arbitrage and Rebate, Real World Examples [The Essentials 2023]
Discussion of hypotheticals that involve the application of certain federal tax laws relating to arbitrage rebate and the exceptions to the arbitrage rebate.

Arbitrage and Rebate, The Basics [The Essentials 2023]
Overview of general arbitrage concepts, arbitrage rebate requirements, and the application of the various exceptions to the arbitrage rebate rules.

Comments on Proposed SLGS Rule Changes
Response to proposed regulations from the Bureau of Fiscal Services (BFS) pertaining to the State and Local Government Series (“SLGS”) securities program.

Arbitrage and Rebate (201 Series)
This webinar discusses the practical application of the yield restriction and arbitrage rebate rules, including strategies employed in an arbitrage positive environment to reduce rebate liability. The webinar will include…

An Introduction to Reinvestment Agreements
A publication to provide an overview of Investment Agreements, such as guaranteed investment contracts (GICs), analyze common legal and documentation issues, and highlight many of the key legal provisions included…

Suppl. Response to Proposed Arbitrage Regulations Addressing Definition of Issue Price (REG-138526-14)
Supplemental comments to a NABL letter submitted on September 22, 2015 relating to the definition of issue price in the proposed arbitrage regulations, REG-138526-14, which were published in the Federal…