Tax Anticipation Note - TAN

Categories: Tax, Bonds

See: Revenue Anticipation Note - RAN.

So...how can you not anticipate paying taxes?

Tax anticipation notes rely on the fact that the city will collect $X in taxes so many months from now. The muni needs the dough today, not tomorrow. What can they do about it? Well...they have really high certainty that the city will still exist in three months. They know that the tidal wave of cash will come in right around April 14, when most real estate taxes are due. So, in anticipation of that tidal wave of cash, the city issues bonds today using that expected tax money as collateral so that they can pay for stuff today.

Probably sounds goofy to have to go through all these gymnastics just to pay the bills only three months out, but sadly, many of America's cities have horrifically bad financial managers at the till, bad mayors, bad governance and/or just bad financial situations where something went wrong up the food chain to make them feel so forced to raise cash in this semi-urgent and likely expensive-transaction-cost manner.

But...they do. And investors are happy to make decent bond spreads on the investments, so this type of funding will continue until our cities look more like Dubai's than America's.

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Finance a la shmoop what our bond anticipation notes revenue anticipation

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notes and tax anticipation notes? and yeah a whole lot of anticipation going

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on there all right a few things in life are certain one of them is that there [People watching movie]

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will always be another James Bond movie coming out and we will all anticipate it

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and um well that's kind of what anticipation notes are all about, minus the

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massive explosions ticking bombs and cars that squirt oil out of the tailpipe

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when a municipality or company wants to fund a project but

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just can't wait to issue a larger number of bonds or more money or fatter dough [Stack of cash appears]

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to get going with the union construction workers building parking lots and

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whatever else it is they want then they can issue bond anticipation notes... these

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are short-term smaller bonds issued before a larger funding project like

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anticipating the large bonds that they just know are coming in but can't wait to get

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started so let's go raise the money today right when the company or

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municipality makes a larger bond issue later while they can use the money from [Money transfers to company]

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that issue to pay for the bond anticipation notes, like borrowing

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from Peter to pay Paul sorta so that's a bond anticipation note and the same

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applies to revenue anticipation notes like let's say you're guaranteed a

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million dollars from the NFL for the purchase of your super duper lemonade to [Check for super duper lemon appears]

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be paid on the day after the Super Bowl well the NFL's credit is good they pay

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their bills odds are really good you'll deliver what you promised to the NFL to

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slake the thirst of the thirsty and yelling in theory you could issue a note

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ahead of that blessed event go Packers! and collect the million bucks

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ahead of when NFL pays you paying whatever risk premium to your investors [Money transfers to investors]

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ie they might pay you nine hundred fifty grand today for a million bucks a week

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or two or three from now when the Super Bowl is over while in real life these

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kinds of "revenues" are really more like fundings and

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they apply to very short-term muni bonds usually which are trying to bridge cash [Pile of money falls]

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needs from today until they can actually raise the dough from John Q local Public

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Citizen well tax anticipation notes are yet another flavor of the same drink tax [Person opens can of cola]

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anticipation notes rely on the fact that the city will collect X dollars in taxes

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so many months from now they issue bonds today using that expected tax money that

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they just know is coming in as collateral so that they can you know pay

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for stuff today so yeah those are bond anticipation notes, revenue

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