BLX

FORM ADV
BLX Post-Issuance Compliance Workshop, October 25-26, 2018 at the Vdara Hotel in Las Vegas, NV
BLX
WHO SHOULD ATTEND 501(c)(3) Organizations and State and Local Government Issuers Who Utilize Tax-Exempt Financing
PROGRAM DESCRIPTION A Comprehensive Overview of Post-Issuance Tax Law and SEC Secondary Market Disclosure
WHEN October 25th and 26th, 2018
WHERE Vdara Hotel and Spa  |  Las Vegas, Nevada
OFFERED CPE and MCLE Credits

Click to REGISTER.

Reserve your place today at the 6th annual BLX/Orrick Post-Issuance Compliance Workshop. It’s happening again in Las Vegas at the AAA Four Diamond Award winning Vdara Hotel and Spa at City Center.

PROGRAM DESCRIPTION AND AGENDA

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 allow for audience participation and address questions from participants relating to real life situations. Our team strives to make the discussion of tedious tax laws understandable and relatable.

At the 2018 Workshop, dedicated sessions on the following topics:

  • Understanding Private Business Use
  • Private Business Use Exceptions - NEW SESSION
  • Sponsored Research Agreements - IRS Rules and Safe Harbors - NEW SESSION
  • Management and Service Contracts - IRS Rules and Safe Harbors
  • Floating Equity - Using Equity to Mitigate Private Business Use
  • Calculating Private Business Use
  • LIBOR Change Preparedness - NEW SESSION
  • 2017 IRS Schedule K Review
  • Tax Reform and Alternatives to Advance Refundings - NEW SESSION
  • Borrower Perspectives - Our Post-Issuance Compliance Program
  • Municipal Disclosure - Rule 15c2-12 Amendments - NEW DEVELOPMENT
  • Arbitrage Considerations

For detailed session descriptions, please click HERE.

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

BLX Senior Representatives Alan Bond, Glenn Casterline, Jeff Higgins, Caleb Lansky, and Sandee Stallings will lead informative sessions at the Workshop and share valuable experiences garnered from their extensive tax-exempt bonds compliance experience.

In addition, Orrick, Herrington & Sutcliffe LLP (“Orrick”), a bond counsel and public finance law firm, and the parent firm of BLX, will add its knowledge to the Workshop presentations and discussions. Orrick partners Richard Chirls, Ed Oswald, and Larry Sobel, whose combined experience encompasses thousands of public finance transactions and includes almost every type of project financed with tax-exempt debt, will play a large role at the Workshop.

CLICK HERE for more information on Orrick.

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

PRESENTER BIOGRAPHIES

To view biographies for all the presenters, please click here.

 

FINAL SCHEDULE

Thursday, October 25th

Friday, October 26th

7:00am - 8:00am - Registration and Breakfast 7:30am - 8:00am - Breakfast
8:00am - 12:00pm - Workshop Sessions 8:00am - 12:00pm - Workshop Sessions
12:00pm - 1:00pm - Lunch 12:00pm - Workshop concludes
1:00pm - 5:30pm - Workshop Sessions
5:30pm - 7:30pm - Hosted Cocktail Reception

HOTEL INFORMATION

BLX has secured a limited number of rooms at a special discounted rate of $1251 at the Vdara Hotel and Spa. The last day to book a room is October 3rd. To reserve your room, click here.

WORKSHOP PRICING

Issuers and non-profit organizations: $695

Other professionals: $1,095

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

Refunds, Cancellation and Concerns

Requests to refund registration fees must be received in writing by September 27th, 2018, and will be subject to a $100 cancellation fee. No refunds will be granted after September 27th. Refunds or cancellations of hotel bookings need to be requested from the Vdara Hotel and Spa, 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

 

SPONSOR

 

 

CPE AND MCLE CREDIT INFORMATION

Recommended CPE Credit

Earn up to 14 CPE credits: This is a basic level course. There are no prerequisites and no advance preparation is required. Delivery method: Group-live. Field of Study: Taxes.

BLX is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to: the National Registry of CPE Sponsors, 150 Avenue North, Suite 700, Nashville, TN 37219-2471.

MCLE Credit

MCLE credit is pending in California.

 

DISCLOSURES

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

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

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

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