Essentials 2021

Tying It All Together [Essentials 2021]
This closing session took attendees through a typical bond issue – from the initial client call to closing – using an interactive, informal platform that incorporates concepts from across the…

General Session: Structuring and Financial Aspects of a Municipal Bond Transaction [Essentials 2021]
This covered the central structural elements, documentation, and financial aspects of a municipal bond transaction.

The Role of Underwriter’s Counsel [Essentials 2021]
This session is an overview of the role and expectations imposed on underwriter’s counsel in a municipal bond transaction.

State Law Issues (Real World Example) [Essentials 2021]
This session discussed hypotheticals involving the application of certain common state law issues to be addressed throughout the structuring of a municipal bond transaction and related disclosure issues.

State Law Issues [Essentials 2021]
This session discussed common state law issues that need to be addressed throughout the structuring of a municipal bond transaction and related disclosure issues.

Practical Due Diligence/ Drafting the Disclosure Document [Essentials 2021]
This session provided and overview of the due diligence process with which practitioners should be familiar in municipal bond transactions and practical guidance for preparing disclosure documents.

The Role of Issuer’s Counsel [Essentials 2021]
This session is an overview of the role of responsibilities and expectations imposed on issuer’s counsel in a municipal bond transaction.

Qualified 501(c)(3) Bonds [Essentials 2021]
This session is an introduction to the rules applicable to the issuance of 501(c)(3) bonds, including: ownership and use requirements and issues specific to hospital, residential housing, and school financings…

Qualified Small Issue and Exempt Facility Bonds [Essentials 2021]
This session is an overview of the rules applicable to qualified small issue bonds, including qualifying projects, prohibited and restricted uses and maximum amounts, and the rules relating to qualified…

Refunding and Reissuance (Real World Examples) [Essentials 2021]
This session discussed hypotheticals that involve the application of certain federal tax laws relating to refundings, including the repeal of tax-exempt advance refundings, as well as reissuance.

Refunding and Reissuance [Essentials 2021]
This session is an introduction to the legal and tax aspects of refundings and the tax concepts of a reissuance.

IRS Issues and Enforcement [Essentials 2021]
This session provided an overview of IRS enforcement of tax-exempt municipal bonds, including: compliance questionnaires, voluntary closing agreement program (“VCAP”), and audits. This session also provided a look into how…