Post-Issuance Compliance Webinar: 2022 Updates

Webinar | May.03.2022 | 1pm - 2pm (Eastern Standard Time)

Online Webinar

Join BLX and Orrick on May 3, 2022, for insight on recent tax-exempt bond compliance developments from experts in the public finance and municipal bond industry. Items to be discussed include: rising interest rates and the impact on municipal bonds, new IRS Information Returns for Tax-Exempt Private Activity Bond Issues (8038) and Credit Payments to Issuers of Qualified Bonds (8038-CP), audits relating to tax-exempt debt, the tax implications relating to the discontinuation of LIBOR, and a review of post-issuance compliance basics including arbitrage rebate and private business use. Participating in the webinar will be Ed Oswald and Aviva Roth from Orrick and Alan Bond and Amy Kron from BLX.

CLE Credits Available: Y

16192

Practice:

  • Finance Sector
  • Tax

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.

740

Practice:

  • Finance Sector
  • Tax

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.