Available Topics

Note: This on-demand offering doesn’t qualify for on-demand CLE in Tennessee.

Securities Hot Topics: A Brave New SEC or Business as Usual?

Practitioners and regulators discuss the latest federal securities law issues facing the municipal bond market, with a focus on how lawyers may assist their clients in addressing these issues.

---

Trending Topics in Tax

Panelists discuss current federal tax issues, including any recently released notices, rulings, regulations and/or other guidance.

---

Artificial Intelligence — Intelligence Still Required! AI and Conflicts, Competence, and Confidentiality

Discussion of the implications of, and considerations regarding, the use of artificial intelligence (AI) in the legal practice. Learn how to evolve from a luddite to AI aficionado.

---

Exempt but Not Immune: Navigating the Maze of Tax Rules for Qualified 501(c)(3) Financings

This panel focuses on issues that arise for tax-exempt qualified 501(c)(3) bonds, as defined under Section 145 of the Internal Revenue Code.

---

Private Activity Bond Tests: Real World Considerations

Through a series of hypotheticals, the panelists explore nuances that frequently arise in the application of the private activity bond tests with a focus on refundings, changes in use and exceptions to private use.

---

The Unqualified Opinion of Bond Counsel

Purchasers of tax-exempt obligations typically rely on the “unqualified opinion” of bond counsel as to the excludability of interest on the bonds. The tax due diligence performed by bond counsel is a critical foundation for the delivery of the opinion. This “practice-focused” panel explores the due diligence, legal research and analysis, and documentation necessary to support the tax opinion.  

---

The Unraveling: Working Your Way Through Distress

This panel focuses on the legal and practical challenges of working out a municipal deal in distress. Drawing upon anecdotes from their experiences with defaulted transactions in healthcare, higher education, senior living and other sectors, panel members address the phases of a distressed transaction from the initial indications of default through to an exit strategy. Our panelists also highlight best practices related to the creation of liens and perfection of collateral as well as recent legal precedent that impacts the pledge of security in a bankruptcy context.

---

Let Me Check With My Desk

This session is all about the municipal bond trading desk. Investment bankers give attendees a behind-the-scenes look at the structure and organization of a desk, the various professionals working there, and the roles they play in the sale of municipal bonds. Viewers can expect to gain a better understanding of the process of underwriting a typical transaction as well as issues unique to the desk such as marketing, pricing, and trading.

---

Multifamily Housing Bonds: Navigating Legal and Market Uncertainty

Panelists discuss the range of housing development strategies in the current market (including senior, affordable, “missing middle” and “workforce” housing), current issues in deal structures, the impact of the return of opportunities for positive arbitrage, issues relating to increasingly complex capital stacks and available sources of funds for housing developments, and emerging tax and disclosure issues in an environment with rising costs and volatile interest rates.