Workshop 2021
Tax Issues in 501c3 Financings [Workshop 2021]
This session addressed issues relating to various aspects of qualified Section 501(c)(3) bond transactions from the perspective of both Bond Counsel and Borrower’s Counsel. Panelists discuss opinion issues for entities…
Tax Concepts in Bank Direct Purchase and Bank Qualification [Workshop 2021]
In this session, tax law practitioners discuss the tax law issues that arise in bank direct placements and bank loans, with a portion of the session devoted to tax considerations…
Underwriter’s Counsel Roundtable [Workshop 2021]
This session discussed navigating roles, responsibilities, regulations, and risk management throughout the underwriting process. It also included a review of best practices for evaluating, diligencing, communicating and documenting the transaction…
The Role of Issuer’s Counsel – Before, During and After Bond Issuance [Workshop 2021]
This session explored the role of issuer’s counsel with a particular focus on the perspective of the in-house issuer’s counsel. How can issuer’s counsel help clients set themselves up for…
Ethics and Technology [Workshop 2021]
The COVID-19 pandemic changed the way we practice as public finance practitioners. This session took an in-depth look at the ethical issues surrounding the practice in municipal finance transactions in…
Tax Exempt Leasing [Workshop 2021]
This session is an overview of tax-exempt lease financing structures (including COPs and lease revenue bonds) and important tax, securities, and state law concepts in tax-exempt leasing. The panel discussed…
The Commissioner’s Side [Workshop 2021]
This session focused on current topics relating to IRS examinations of tax-exempt bonds and other tax-advantaged bonds; to the IRS Voluntary Closing Agreement Program (VCAP) for tax-exempt bonds, and other…
Refunding and Reissuance [Workshop 2021]
This session focused on recent developments and analyzed a variety of tax issues through a combination of hypotheticals and a roundtable discussion of refunding and reissuance trends. The session is…
Ethics: Conflicts, Competence and Confidentiality [Workshop 2021]
The session included public finance practitioners and malpractice insurance representatives discussing the latest trends in how bond counsel can be exposed to professional liability. It discussed how exposure to liability…
Bank Direct Purchase – General Considerations (Non-Tax) [Workshop 2021]
This session discussed structuring and securities and general law considerations that arise in private placement issues and bank loans. Topics include: trends in bank loans and other direct-placement financings, such…
Ethics: Diversity and Implicit Bias: An Introduction to Implicit Bias, Its Effects on the Practice of Law, Including Costs and Practical Solutions for Taking Control [Workshop 2021]
Although America has been heralded as the great “Melting Pot,” it has been studied and proven over the years that, notwithstanding our diversity, we all have unconscious biases that unintentionally…
Community Redevelopment with Opportunity Zones, Historic, New Markets, Low-Income Housing, Energy Tax Credits and Other Incentives [Workshop 2021]
This session addressed tax and non-tax aspects of Opportunity Zones and other economic development incentives that are relevant to the bond community.