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Utilizing Bonds to Finance Public Projects

Learn the types of financing available in the tax-exempt market, mechanics of tax-exempt financing and legal and securities law issues to consider.

This on-demand webinar will focus on when and how a governmental entity might consider tax-exempt financing including public/private partnerships. You will learn the types of financings available in the tax-exempt market and the roles of the various professionals involved in the transaction. You will learn the mechanics of tax-exempt financing and the common legal and securities law issues to consider.

Runtime: 91 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Qualification and Benefits

  • Governmental vs. Private Activity Bonds
  • Industrial Revenue Bonds
  • Exempt Facility Bonds
  • Qualified 501(c)(3) Bonds

Issuance Process

  • Structuring Options

Transaction Professionals and Related Responsibilities

Underwriting Considerations

  • Size of Offering, Collateral and Covenants

Tax Considerations

  • Private Activity Bond Rules
  • Post-Issuance Requirements
  • Reimbursement Resolutions
  • Advance and Current Refundings
  • TEFRA Rules
  • Reasonably Required Reserve Fund Test
  • Bank Qualification

Public/Private Projects (State Law Driven)

  • Municipal Credit Support; Tax Increment
  • Safeguards for Municipality
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jacob A. McClellan

Jacob A. McClellan

Bose McKinney & Evans LLP

  • Attorney at Bose McKinney & Evans LLP
  • Practices in the area of commercial, health care and public finance, including serving as bond counsel, bank counsel, underwriter's counsel, issuer's counsel and borrower's counsel in taxable and tax-exempt financings
  • Prior to joining Bose McKinney & Evans LLP, served as in-house counsel with the Indiana Finance Authority
  • Member of the National Association of Bond Lawyers and is active in a number of charitable organizations
  • J.D. degree, Ave Maria School of Law; B.A. degree, with honors, University of Michigan
Dennis H. Otten

Dennis H. Otten

Bose McKinney & Evans LLP

  • Partner in Bose McKinney & Evans LLP for the Public Finance and Utilities Groups
  • Practice focuses on municipal finance, utility regulation and economic development
  • Member of National Association of Bond Lawyers; Indiana Municipal Lawyers Association; Boone County Economic Development Corporation Government Affairs Committee
  • Named Indianapolis Bar Association 2003 Young Lawyer of the Year Award; The Best Lawyers in America® 2011 to 2014
  • J.D. degree, cum laude, Indiana University Robert H. McKinney School of Law; B.A. degree, Indiana University
  • Can be contacted at 317-684-5307 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 390736
Published 2014, 2018
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