Overview
In addition to our standard audit services, we are also committed to providing the following services related to government debt financing options:
Arbitrage Rebate Calculations
We specialize in providing comprehensive arbitrage rebate calculation services tailored for municipalities and other public entities. Our team of experts ensures compliance with IRS regulations by accurately calculating arbitrage earnings on tax-exempt bond proceeds. We understand the complexities involved and we are committed to delivering precise, timely calculations that help clients avoid costly penalties.
By partnering with us, organizations can focus on their financial goals while we handle the intricacies of arbitrage compliance. Our detailed reports not only ensure adherence to regulations but also empower clients with insights to make informed financial decisions regarding their bond issuances.
Debt Refunding Verification Reporting
We understand that debt refunding is a critical financial strategy for organizations seeking to optimize their resources. We offer verification reporting for debt refunding transactions, providing assurance that the savings and compliance requirements are accurately reported. Our services are designed to provide clarity and assurance throughout this process. We conduct comprehensive analyses to confirm compliance with all relevant regulations, ensuring that the benefits of your refunding transactions are accurately captured.
Our team produces detailed, transparent reports that highlight savings and enhance accountability, empowering organizations to showcase the effectiveness of their debt management strategies. Trust us to provide the insights you need for informed decision-making and stakeholder confidence.
Borrowing Base and Debt Statement Preparation
We specialize in the preparation of borrowing base and debt statements, essential tools for organizations seeking to manage their financing effectively. Our dedicated team ensures that these documents are meticulously crafted to reflect your financial position accurately while adhering to all relevant guidelines and standards.
We work closely with clients to gather the necessary data and provide insights that enhance the clarity of your financial reporting. By delivering comprehensive and precise borrowing base and debt statements, we empower organizations to make informed lending decisions and maintain strong relationships with financial institutions, ultimately supporting their growth and operational goals.
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Experience Highlights
- We have issued hundreds of audit opinions on trust indentures for local governments including water and sewer authorities, parking authorities, school districts, cities, and municipalities.
- We routinely perform arbitrage rebate calculation services for our government clients throughout the year. These services are led by David P. Duessel, CPA, CGFM and Dustin D. Starr, CPA, who have years of experience in government debt compliance matters.
- Maher Duessel has over 25 years of experience with bond verifications as we have performed these services for state agencies, counties, and municipalities. We have performed verifications for bonds in excess of $100 million serving local governments throughout the United States including Pennsylvania, New Jersey, and Maryland.
Service Contacts
As a nationally recognized public accounting firm and escrow verification services provider, Maher Duessel serves as a bond verification agent on issuances throughout the country. We know the ins and outs of governmental debt transactions, both through audit clients who have entered into a variety of different debt arrangements and through the specialized debt services we offer to our clients.