Rule arbitrage : evading regulatory, tax, accounting, covenant and credit rating rules

Businesses often face criticism for engaging in financial activities with no genuine business purpose other than to minimise taxes or enhance financial statements. Opponents of financial engineering highlight notorious cases like WorldCom, Enron, and Long-Term Capital Management, where accounting ab...

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Bibliographic Details
Main Author Nasr, Oussama A. (Author)
Format Electronic eBook
LanguageEnglish
Published Bingley, U.K. : Emerald Publishing Limited, 2026.
Subjects
Online AccessFull text
ISBN9781805926115
DOI10.1108/978-1-80592-609-2
Physical Description1 online resource (228 pages)

Cover

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100 1 |a Nasr, Oussama A.,  |e author. 
245 1 0 |a Rule arbitrage :  |b evading regulatory, tax, accounting, covenant and credit rating rules /  |c Oussama A. Nasr. 
264 1 |a Bingley, U.K. :  |b Emerald Publishing Limited,  |c 2026. 
264 4 |c ©2026 
300 |a 1 online resource (228 pages) 
336 |a text  |b txt  |2 rdacontent 
337 |a computer  |b c  |2 rdamedia 
338 |a online resource  |b cr  |2 rdacarrier 
500 |a Includes index. 
504 |a Includes bibliographical references. 
505 |a Introduction -- Chapter 1. Credit ratings and regulatory arbitrage: Aaa-rated hedge fund investments -- Chapter 2. Credit ratings and regulatory arbitrage: Senior/subordinated transactions -- Chapter 3. Accounting and covenant arbitrage: Prepaid forward -- Chapter 4. Accounting arbitrage: Total return swaps on equity investments -- Chapter 5. Accounting arbitrage: Total return swaps on own equity -- Chapter 6. Regulatory arbitrage: Balance sheet synthetic clo -- Chapter 7. Covenant arbitrage: Circumventing no refinancing covenants -- Chapter 8. Covenant arbitrage: Synthetic dumping -- Chapter 9. Accounting arbitrage: The michelangelo swap -- Chapter 10. Tax and accounting arbitrage: Spams -- Chapter 11. Reputation arbitrage: Lebanon's riskless bond -- Chapter 12. Tax arbitrage: Universities as conduits -- Chapter 13. Tax arbitrage: Reducing taxes on securities trading -- Chapter 14. Tax, regulatory and credit rating arbitrage: Bank hybrid capital -- Chapter 15. Leveraged investments -- Chapter 16. Accounting and credit ratings arbitrage: Forward equity purchase -- Chapter 17. Covenant arbitrage: Leveraged inverse floaters and orange county -- Chapter 18. Covenant and regulatory arbitrage: Creating "phantom" claims against the borrower -- Chapter 19. Tax arbitrage: Weak currency debt structures -- Chapter 20. Credit ratings arbitrage: Aaa-rated swap dealers 
506 |a Plný text je dostupný pouze z IP adres počítačů Univerzity Tomáše Bati ve Zlíně nebo vzdáleným přístupem pro zaměstnance a studenty 
520 |a Businesses often face criticism for engaging in financial activities with no genuine business purpose other than to minimise taxes or enhance financial statements. Opponents of financial engineering highlight notorious cases like WorldCom, Enron, and Long-Term Capital Management, where accounting abuses and aggressive tax avoidance strategies created significant public backlash. For many critics, any financial structure that reduces taxes, bypasses regulations, or artificially inflates financial metrics is inherently suspect and deserving of condemnation. Rule Arbitrage challenges that view, arguing that a subset of these financial transactions, often criticised as rule arbitrage, can be legitimate, providing real benefits while staying within the bounds of both legal language and legislative intent. Through clear explanations and 20 detailed case studies, Oussama A. Nasr defends these structures, showing they can achieve legitimate tax savings, regulatory relief, or other business advantages without violating the spirit of the rules they operate within. Written in accessible language, the book covers a range of financial topics including senior/subordinated debt, prepaid forwards, collateralized loan obligations, and credit default swaps. Designed to educate both casual readers and finance experts alike, Nasr provides insight into how these structures work, addressing objections, and demonstrating why many of these transactions are deserving of respect rather than condemnation. With an eye toward both practical application and regulatory context, this work offers a balanced perspective on the complex world of rule arbitrage. 
588 0 |a Print version record. 
650 0 |a Tax evasion. 
650 0 |a Taxation  |x Law and legislation. 
650 7 |a Business & Economics  |x Corporate Finance  |x General.  |2 bisacsh 
650 7 |a Public finance and taxation.  |2 thema 
650 7 |a Corporate finance.  |2 thema 
655 7 |a elektronické knihy  |7 fd186907  |2 czenas 
655 9 |a electronic books  |2 eczenas 
776 0 8 |i Print version:  |z 9781805926108 
776 0 8 |i PDF version:  |z 9781805926092 
856 4 0 |u https://proxy.k.utb.cz/login?url=https://doi.org/10.1108/978-1-80592-609-2