Workshop 2022

This panel reviews the duties, responsibilities, and potential liability for underwriters in public offerings of municipal securities and the role of underwriter’s counsel in representing underwriters. The panel also includes…

This panel explores 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…

This panel focuses on Section 501(c)(3) organizations created by or “backed” by developers or other private parties to accomplish tax-exempt bond financing, with discussion of the issues that arise under…

This panel discusses current federal tax issues, including any recently released notices, rulings, regulations and/or other guidance. The panel is expected to address the latest legislative financing proposals and matters…

The panel presents a short, high-level summary of the fundamentals of tax-exempt leasing (including need-to-know state law and federal tax and securities law concepts) and discuss the use of tax-exempt…

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…

This panel examines recent SEC Enforcement actions and priorities, including those initiated by Chairperson Gensler and the Biden administration. The discussion explores the importance of accurate disclosures beyond those contained…

This panel focuses on recent developments and discusses and analyzes a variety of tax issues through a combination of hypotheticals and a roundtable discussion of refunding and reissuance trends. The…

This panel reviews the basic principles of the private activity bond tests as well as address issues frequently encountered in the identification, measurement, and allocation of private business use. The…

Purchasers of tax-exempt obligations typically rely on the “unqualified opinion” of bond counsel as to the excludability of interest on the bonds from gross income for federal income tax purposes.…

This panel reviews current and emerging market trends and related issues for housing practitioners, including current deal structures and issues relating to volume cap use, federal legislation, the interplay of…

Designed for public finance attorneys involved with economic development, this panel provides an overview of Qualified Opportunity Zones and how they have been used with bond financed projects and other…