Image graphic reading "Feedback Requested" next to a thumbnail cover of the NABL Federal Taxation of Municipal Bonds Deskbook, published in August 2023.
  • Reports and Resources
  • Input Requested

Tax Deskbook

The Section 103 Editorial Board is soliciting input through April 15, 2024 on the most recent edition of the Deskbook (2023) to help steer the direction of a forthcoming edition.

  • Reports and Resources

Disclosing Risk Factors in Municipal Securities Offerings

Paper exploring legal and practical considerations in identifying and disclosing risk factors in offerings of municipal securities, and developing policies and procedures for disclosing such factors.

  • Reports and Resources
  • In Progress

“To Lien or Not To Lien”

Forthcoming report covering the subject of security interests in collateral for municipal bond issues and public finance projects.

  • Reports and Resources
  • In Progress

Carson v. Makin Thought Piece

The General Law and Practice Committee (GLPC) is working on a thought leadership piece to discuss the First Amendment questions continued in the Carson v. Makin decision. The project is…

  • Reports and Resources
  • In Progress

Forward Delivery Bonds FAQ

The Securities Law and Disclosure Committee (SLDC) is working on a frequently asked questions (FAQ) document covering the basic mechanics of a forward delivery; documentation requirements and best practices of…

  • Reports and Resources
  • In Progress

Tax Diligence Best Practices

One or more tax due diligence tools for NABL members intended to provide a foundation for a due diligence process by providing a framework of items to review and consider.

  • Reports and Resources

Due Diligence Consideration in Primary Offerings of Municipal Securities

White paper to provide members with tools and procedures for consideration when undertaking due diligence reviews for clients in connection with primary offerings of municipal securities.

  • Reports and Resources
  • In Progress

Model CDA

The Securities Law and Disclosure Committee (SLDC) is working to update our Model Continuing Disclosure Agreement (CDA).

  • Reports and Resources
  • In Progress

Update of the Model Bond Opinion Report

Update to the 2003 signature NABL Model Bond Opinion.

  • Reports and Resources

An Update: Crafting Disclosure Policies

The National Association of Bond Lawyers (NABL) is releasing Section 5.3 to Appendix B of Crafting Disclosure Policies, a paper released by NABL in 2015. The purpose of Section 5.3…

  • Reports and Resources

Charter School Bond Financing

Financings of charter school facilities through the issuance of municipal debt obligations (hereinafter, “bonds”) have become increasingly prevalent since the first charter school financings were completed in the late 1980s,…

  • Reports and Resources

Form Conduit Indenture (2nd Edition)

The second edition of NABL’s sample form conduit indenture and accompanying commentary.