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How to Evaluate a Taxable Advance Refunding

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Date Published

September 17, 2020

Publisher

Ohio Government Finance Officers Association

Subjects

Debt

Questions

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Summary

Participants will how to evaluate whether a taxable refunding of an existing bond issue is beneficial to their political subdivision. Included in this discussion will be an analysis of refunding savings, legal requirements, and the steps necessary to complete a taxable refunding transaction.

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Presenters

Matt Stout
Partner - Bricker & Eckler LLP

Matt Stout is a partner in Bricker & Eckler's Public Finance group and has over 20 years of experience in the areas of... Read More

Patrick King
Managing Director - Stifel, Nicolaus & Company, Incorporated

Patrick King is the Managing Director of Stifel Nicolaus in Columbus, Ohio. He joined Stifel Nicolaus in March 2009 after... Read More

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Program Titles and Supporting Materials

This program contains the following components:

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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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