Ehlers, Inc.

Gail Robertson

Gail Robertson

(651) 697-8567
grobertson@ehlers-inc.com
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Gail joined Ehlers as an Arbitrage Specialist in 2007. As a Senior Arbitrage Specialist, her role includes managing our Arbitrage Monitoring Services. She has 14 years of experience in providing arbitrage calculations and escrow verifications. Prior to joining Ehlers, Gail managed arbitrage practices at RSM McGladrey, Inc. and Grant Thornton, LLP. Her proactive approach to arbitrage compliance assists clients with understanding and managing their arbitrage responsibilities.

Areas of Expertise

Pre-Issuance Arbitrage Assistance

  • Educate clients of the arbitrage regulations and their responsibilities
  • Assist clients with selecting debt structuring strategies and arbitrage elections to maximize net investment earnings
  • Recommend investments and record keeping practices

Maintain Database for Arbitrage Computations

Review Expenditure & Investment Information

Prepare Annual Arbitrage Reports

Prepare IRS Tax Forms of Arbitrage Rebate and Yield Reduction Payments

Prepare Final Arbitrage Reports

Provide Arbitrage Recommendations

  • Record Keeping Practices
  • Investments
  • Future Computations

Verification of Advance and Current Refundings, Escrow Restructurings and Cash Defeasances

Professional Memberships

  • Minnesota Institute of Public Finance
  • Minnesota Government Finance Officers Association
  • National Government Finance Officers Association

Education

  • Juris Doctor Degree,
    Hamline University School of Law, St. Paul, MN
  • Bachelor of Science Degree (Finance),
    University of Minnesota, Carlson School of Management, Minneapolis, MN

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