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

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

A higher-level discussion of arbitrage issues applicable to tax-exempt municipal bonds and the structuring of various transactions.

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.

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

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

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

Overview of general arbitrage concepts, arbitrage rebate requirements, and the application of the various exceptions to the arbitrage rebate rules.

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

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…

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

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