Home | Services | Federal Compliance | Arbitrage Rebate
Willdan Financial Services delivers quality, full-service support to clients, making arbitrage rebate calculations accurate and informative. We have developed a series of financial models that address all aspects of arbitrage rebate computation from simple fixed rate debt to the more challenging technical issues that arise from complex financings. Our reports are subject to an extensive review process designed to ensure consistent quality standards.
Specializing In:
- First time Issuers
- Large Portfolio Issuers
- Infrequent Issuers
- Initial Outsourcing of Services
- Custom Reporting
- Flexible Software
- Easy to Read Reports
- Rapid Turnaround
- Reliable Customer Service
Our service offers:
- Comprehensive Reporting
- Customized Software
- On-line access to compliance management system and reports
- Forward-looking arbitrage calculations
- Bond Covenant Review
- Investment Optimization Strategies
- Audit assistance
- IRS Form Preparation
- On-site workshops
- Record Retention & Management
- Overpayment Recovery
Willdan Financial Services has prepared arbitrage rebate reports since the inception of the Tax Reform Act and has provided service on over 6500 bond issues with a face amount in excess of $45 Billion. Our arbitrage rebate professionals have serviced all sizes and all types of bond issuers and have worked on a wide variety of complex transactions, including:
- Fixed and variable rate bonds
- Advance refunding bonds
- Short term notes
- Single Family Mortgage Bonds
- Multi-Family Housing Bonds
- State Revolving Funds
- Forward purchase contracts
- Swaps
- Universal cap computations
Willdan Financial Services is an independent provider of arbitrage compliance services, which eliminates the conflict-of-interest suspicion inherent in firms that fill more than one role on a financing. The arbitrage rebate analysts at Willdan Financial Services are members of the National Association of Bond Lawyers (NABL) and the Government Finance Officers Association (GFOA). Association with these organizations provides continuing education on regulatory interpretation, information on current enforcement actions, and informal access to the Tax Exempt Bond Division of the IRS.
