Post-Issuance Tax Compliance and Continuing Disclosure Responsibilities for Issuers and Borrowers of Tax-Exempt Bonds (Second Edition)

February.22.2022

Orrick is pleased to announce the second edition of our publication of "Post-Issuance Tax Compliance and Continuing Disclosure Responsibilities for Issuers and Borrowers of Tax-Exempt Bonds". It is intended to assist treasurers, finance directors, comptrollers, controllers and other responsible officials of state and local government issuers of tax-exempt bonds and representatives of private, nongovernmental conduit borrowers (such as nonprofit institutions providing health care and higher education) that are allowed to borrow at tax-exempt rates from issuers.

If you have any questions or if you would like additional copies, please contact us at [email protected], or feel free to contact any of the attorneys listed in the contacts section of the book.

To download a PDF, please click here.

Authors

Edwin Oswald Partner, Fiscale

Washington, D.C.

See my bio

D:+1 202 339 8438
E: [email protected]

Practice:

Finance Sector
Fiscale

vCard

See full bio

Edwin Oswald Partner

Washington, D.C.

His practice also includes advising on post-issuance tax compliance matters including working with non-profit borrowers of tax-exempt bonds on new IRS Schedule K annual reporting matters.

He served in the Office of Tax Legislative Counsel at U.S .Treasury Department, where he developed policy, legislative initiatives and regulations affecting public finance and structured finance.

Aviva M. Roth Senior Career Associate, Fiscale

Washington, D.C.

See my bio

D:+1 202 339 8636
E: [email protected]

Practice:

Finance Sector
Fiscale

vCard

See full bio

Aviva M. Roth Senior Career Associate

Washington, D.C.

Aviva has experience in governmental and exempt facility bonds, including general governmental facilities, 501(c)(3) bonds, tobacco asset securitizations, capital funds financing, arbitrage and post-issuance compliance relating to private use issues.

Prior to joining Orrick, she was a docket attorney at the Internal Revenue Service Office of Chief Counsel where she drafted regulations, notices and private letter rulings.