Webinars and Events

BLX/Orrick 2021 Post-Issuance Compliance Workshop - Hybrid Event

Tentatively scheduled for October 28-29, 2021
Hybrid Event At the Vdara Hotel and Spa and Virtual

A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure for 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing

UPDATE (4/15/2021): Subject to change, our current plan is to hold a hybrid event, with very limited in-person capacity and a livestream option. Our current estimate is that in-person capacity will be limited to 32 attendees, based upon the conference facilities and social distancing guidelines. In addition, through the livestream option, we will make available all the content on a virtual platform with the ability for participants to interact with the presenters and with other attendees throughout the workshop. The livestream option will also allow participants to replay any of the sessions for up to 30 days after the event.

Our desire is to host an event for the community that provides timely and relevant information while following Orrick’s recommended protocols and is safe for both the attendees and for our team. The livestream option represents an exciting way for us to bring our content to a much broader audience. Please be sure and save the date now but check back in late May for updated information.

Please note: Due to the limited in-person capacity, live attendance at the Vdara will be restricted to one person per organization.

PROGRAM DESCRIPTION

The BLX/Orrick Workshop offers timely discussions of topics related to post-issuance compliance and tax law for the public finance and 501(c)(3) communities who borrow on a tax-exempt basis. With open forums allowing for attendee participation, BLX and Orrick professionals will lead the program and assist participants with understanding the IRS and SEC regulations and requirements relating to tax-exempt debt. The sessions encourage audience participation and address questions from participants relating to real life situations. The BLX and Orrick team strives to make the discussion of tedious tax laws understandable and relatable.

At the Workshop, learn valuable information relating to the following:

  • Best practices for post-issuance tax compliance
  • Private business use rules and regulations
  • IRS safe harbor compliance for management and service contracts
  • IRS safe harbor compliance for sponsored research agreements
  • Using “floating equity” to mitigate private business use
  • IRS Schedule K Secondary market disclosure and Rule 15c2-12 amendments
  • Arbitrage rebate and yield restriction compliance

AGENDA – Please check back for updates.

BLX SENIOR REPRESENTATIVES & ORRICK TAX PARTNERS TO PRESENT AT THE WORKSHOP

All Workshop participants will have the opportunity to interact directly with BLX Representatives and Orrick Partners throughout the Workshop.

CLICK HERE for more information on Orrick.

CPE and MCLE Credits offered

HOTEL INFORMATION

BLX has secured a limited number of rooms at a special discounted rate of $135* (plus applicable fees) at the Vdara. The last day to book a room will be October 6, 2021.  Hotel reservation link will be provided once workshop registration opens.

WORKSHOP PRICING

Issuers and non-profit organizations:  $695 | $745 after July 31

Other professionals**: $1095 | $1145 after July 31

An invoice with payment instructions will be sent once registration is received.

** Who May Attend

In general, this educational workshop is for representatives from nonprofit organizations and state and local governments. In addition, the Workshop will be open for certain Industry Professionals. For information on Industry Professional attendance, please contact Cynthia Quezada Sixtos at csixtos@blxgroup.com.

Refunds, Cancellation and Concerns

Requests to refund registration fees must be received in writing by October 1, 2021 and will be subject to a $100 cancellation fee. No refunds will be granted after October 1. Refunds or cancellations of hotel bookings need to be requested from the Vdara and are subject to their policies.

For additional information or any questions on the Workshop and/or invoicing, please contact:

Cynthia Sixtos
csixtos@blxgroup.com
or call 213-612-2207

 

* Hotel Fees

A Daily Resort Fee of $39.00 plus the current applicable Clark County room tax for the Vdara of 13.4% will be charged in addition to room rates.

 

DISCLOSURES

ATTORNEY ADVERTISING: Prior results do not ensure a similar outcome.

BLX is a subsidiary of Orrick. BLX does not provide legal services.

 

 

 

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