Post-Issuance Tax Compliance and Continuing Disclosure Responsibilities for Issuers and Borrowers of Tax-Exempt Bonds

The Orrick Public Finance Green Book Series
October.21.2013

Lawyers from Orrick’s Public Finance and Tax teams collaborated on a book explaining the concept of post-issuance compliance—an area of particular focus as regulators increase their scrutiny of the tax-exempt bond market.

Authors

Edwin Oswald Partner, 稅務

Washington, D.C.

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

Practice:

Finance Sector
稅務

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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, 稅務

Washington, D.C.

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

Practice:

Finance Sector
稅務

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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.