BLX

FORM ADV
BLX
BLX




Compliance Services

BLX offers tax exempt issuers and borrowers personalized service and proven solutions for Arbitrage Rebate, Post-Issuance Compliance, Continuing Disclosure and other specialized needs. We offer:

For tax-exempt bond issues, BLX has the relevant regulatory and technical expertise to identify the lowest, legally permissible arbitrage rebate and/or yield reduction liability. Our record of success is based on the insight and experience gained from working with many of the nation’s largest and most sophisticated issuers, and having been exposed to most of the debt and investment structures used today in the public finance markets.

Post-Issuance Tax Compliance is a high priority for the Internal Revenue Service. BLX works closely with issuers and non profits to establish an effective tax compliance program and assisting them with their many needs.

For more information please contact:

Sandra Stallings
214 989 2701
sstallings@blxgroup.com

Jeff Higgins
213 612 2209
jhiggins@blxgroup.com

Alan Bond
212 506 5275
abond@blxgroup.com

Justin Gagnon
214 989 2703
jgagnon@blxgroup.com

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