Hawkins has provided arbitrage rebate and yield restriction compliance services to public finance clients throughout the country since the enactment of such requirements more than 40 years ago.
Our Financial Analysis & Services Group (FAS) employs professionals with finance, mathematics, statistics and engineering backgrounds. FAS is devoted to providing arbitrage rebate and yield restriction services and financial structuring services.
- More than 30,000 arbitrage compliance reports with tax opinions.
- More 5,000 bond issues under contract.
- 1,000+ arbitrage compliance reports and tax opinions annually.
- IRS audits, examinations and inquiries support.
FAS works closely with our tax attorneys and performs the entire range of calculations that are necessary for tax-exempt and tax-advantaged bonds, including arbitrage rebate, yield restriction and financial structuring services. The relationship between the quantitative and legal experts of the firm enables us to comprehensively and efficiently undertake complex analyses.
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We have rendered arbitrage rebate compliance services for all types of transactions and have addressed virtually all tax and methodology issues relating to rebate. As part of our arbitrage rebate compliance services, we consider various elective and computational options available under the tax regulations in an effort to reduce the rebate liability of the client. We are at the “top of the learning curve” on developing solutions to arbitrage related issues, while many other firms have yet to address or even identify them. Our comprehensive services (e.g., preparation of IRS forms and advice on maintenance of proper records) are designed to minimize the administrative burden on clients. Our services can be tailored to the specific needs of clients. Our services include the following: