Date: Wednesday, March 31, 1:00-2:30pm Eastern 

Description: On September 29, 2020, NABL submitted comments to the Internal Revenue Service (IRS) on the instructions to Form 8038 and Form 8038-G. The current instructions for these forms include provisions that are ambiguous and inconsistent with each other and with published guidance, which results in differing interpretations and approaches to information reporting. David J. Cholst, Chapman and Cutler LLP, Matthias M. Edrich, Kutak Rock LLP, and George T. Magnatta, Saul Ewing Arnstein & Lehr LLP, will discuss the instructions and NABL’s comment paper during the live webinar. Registrants will have the opportunity to ask questions and receive 1.5 CLE credit hours.

Panelists: 
David J. Cholst, Chapman and Cutler LLP, Chicago, IL
Matthias M. Edrich, Kutak Rock LLP, Denver, CO
George T. Magnatta, Saul Ewing Arnstein & Lehr LLP, Philadelphia, PA

Pricing: 
Members: $99Non-Members: $299

 

Bonus Publication for Webinar Registrants

 

Bloomberg Tax Portfolio, Tax Advantaged Bonds, No. 183, provides a description of the various rules applicable to tax-advantaged bonds. These rules include not only provisions found in the Code and in Treasury Regulations, but also in various other pronouncements, including ones without formal precedential value. It includes common interpretations that can assist the practitioner when the law is not complete.

It also explains common applications of the rules and common practices related to tax-advantaged bonds and provides some historical context for the various rules. Many of the current rules were originally created to address situations that no longer occur. Some practice guides are included to assist practitioners in application of these very complex rules.

The Portfolio breaks out key concepts (such as issue price, single-issue treatment, and multi-purpose rules) that have applications to many of the rules related to tax-advantaged bonds.

Because tax-exempt bonds are the only type of tax-advantaged bond that can be issued at this time, this Portfolio concentrates on tax-exempt bonds, and, more specifically tax-exempt governmental bonds and qualified §501(c)(3) bonds. It does describe the benefits of other tax-advantaged bonds, as well as the rules applicable to most of those other types. Although tax credit bonds and direct pay bonds can no longer be issued, many are still outstanding and post-issuance compliance for such bonds remains important.
 

Registration is now closed.  The recorded webinar will be available for purchase on NABL U Now in early April.

All registrants received an email with instructions for accessing the webinar on March 31, 2020. If you did not receive it, please contact nabl@nabl.org.

 

 

NABL has applied for and anticipates receiving between 1.5 and 1.8 hours of CLE credit in most states that accredit live webinars. Click here for more information and details about your specific state(s) CLE requirements.


CLE attendance certificates for this webinar will be available on your online NABL member profile. On April 16, 2021, attendees will receive an email so they can download their online CLE certificate.

  • Login (using your NABL username and password) at www.nabl.org
  • Under the ‘Membership’ tab, select ‘CLE Certificates’ from the dropdown menu. 
  • You will be redirected to your ‘Membership Profile’ page, click on ‘CLE Certificates’.
  • Under 2021 CLE Certificates, select “Information for Tax-Exempt Bonds Webinar” 
  • Check the ‘State Lists’ to determine if your CLE certificate(s) are issued by NABL or by your state. 
  • For ‘NABL Issued Certificates’, select your state(s). Click on the Adobe icon (top left) to generate a PDF of your certificate to save or print. (These certificates will auto-populate with your CLE information) *NOTE - if the certificate PDF is blank, we do not have your state bar number on file. Please email cle@nabl.org for assistance. 
  • Follow each state-specific instructions and deadlines for CLE reporting requirements.
  • For ‘State Issued’ and ‘General Certificates’, select the state, download the certificate, print, and fill out the certificate. (These certificates will not auto-populate with your CLE information.) 
  • Follow each state-specific instructions and deadlines for CLE reporting requirements.


Non-members will receive their CLE certificates by email after April 16, 2021.

Contact cle@nabl.org with any questions.