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…

This session is an overview of the role and expectations imposed on underwriter’s counsel in a municipal bond transaction.

This covered the central structural elements, documentation, and financial aspects of a municipal bond transaction.

This session discussed common state law issues that need to be addressed throughout the structuring of a municipal bond transaction and related disclosure issues.

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.

This session is an overview of the role of responsibilities and expectations imposed on issuer’s counsel in a municipal bond transaction.

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.

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…

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…

This session is an introduction to the legal and tax aspects of refundings and the tax concepts of a reissuance.

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.

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…