Aerial View of Chicago Lake Shore Dr at sunrise in Autumn - October 2019
  • Webinars
  • CLE Eligible

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]]

  • Webinars
  • CLE Eligible

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.

  • Webinars
  • CLE Eligible

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.

  • Webinars
  • CLE Eligible

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.

  • Webinars
  • CLE Eligible

Tax Hot Topics

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

  • Webinars
  • CLE Eligible

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.

  • Webinars
  • CLE Eligible

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

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.

  • Webinars

Arbitrage and Rebate: Can I Earn It? Can I Keep It? [Workshop 2022]

This panel session addresses arbitrage and rebate concepts commonly encountered in structuring transactions and post-issuance compliance matters, with a particular focus on allocation of proceeds including final allocation considerations, arbitrage…

  • Webinars

Arbitrage and Rebate (Real World Example) [Essentials 2022]

This session discusses the hypotheticals that involve the application of certain federal tax laws relating to arbitrage rebate and the exceptions to arbitrage rebate.

  • Webinars

Arbitrage and Rebate [Essentials 2022]

This session provides an overview of general arbitrage concepts, arbitrage rebate requirements, and the application of the various exceptions to the arbitrage rebate rules.

  • Webinars

Arbitrage and Rebate (Real World Example) [Essentials 2021]

This session discussed the hypotheticals that involve the application of certain federal tax laws relating to arbitrage rebate and the exceptions to arbitrage rebate.