Shakespeare got it wrong: it’s the ides of April we should be wary of! The most recently reported bank earnings show that income rose more than 7% vs the same quarter in the previous year. That’s a good start but we can do better! Buying high quality tax-free municipal bonds is a time-tested method of keeping more of what you earn. Most of what you’ve heard about Dodd-Frank Section 939a has been exaggerated. Don’t let regulatory goblins stand in between you and improved net income.
Benefits
This webinar will help you to:
• Identify a General Obligation and an Essential Purpose Revenue bond
• Understand the key risk drivers for various muni bond issuance types
• Easily calculate and compare on an equivalent basis the taxable vs tax-free nominal yields
• Effortlessly navigate issuance documents and continued due diligence
• Recognize the basic tax and income benefits of bond swaps
Who Should Attend
• Presidents, CEOs, and Chairmen
• CFOs, Cashiers, and Treasurers
• Bond Portfolio Managers
• Risk Managers