Essentials 2023

This session will introduce federal tax laws governing municipal bonds.

Must attend conference for attorneys and other market participants new to bond law or looking for a refresher. Join us in Baltimore April 19-21, 2023.

Panelists play the roles of issuer, underwriter, bond attorney, and tax attorney as they navigate through a bond transaction from start to finish.

This session will introduce federal tax laws governing municipal bonds.

Introduction to state law creation of and limitations on conduit bond issuers, the roles of counsel, multi-state issuers, and many other issues unique to conduit bond issues.

Discussion of 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.

Discussion of hypotheticals that involve the application of certain federal tax laws relating to arbitrage rebate and the exceptions to the arbitrage rebate.

This session will introduce federal tax laws governing municipal bonds.

Introduction to and discussion of the underwriting process, including all aspects of structuring the deal through taking the municipal bonds to market.

Overview of the private activity bond rules applicable to tax-exempt municipal bond transactions.

This session will address federal securities laws applicable to municipal bonds.

This panel explores some practical considerations for a newer practitioner as they embark on their career in a public finance practice.