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2015 Tax Exempt Bond Compliance Workshop

Treasury Institute for Higher Education

Dec
7
2015

Date: December 7, 2015

Time: 1:30PM

Location: Hilton Orlando Lake Buena Vista, Orlando, FL

Topics

  • Basic Private Business Use Calculations – Including Nuances between Public and Private Issuers

Christie Martin and Matt Page will speak on a panel at the 2015 Tax Exempt Bond Compliance Workshop regarding "Basic Private Business Use Calculations - Including Nuances between Public and Private Issues".

Event Information

Basic Private Business Use Calculations – Including Nuances between Public and Private Issuers
Panelists will discuss the theory behind private use and review the basic components of a PBU calculation, including the specific differences between 501(c)(3) conduit borrowers and governmental issuers; the theoretical basis of a PBU calculation; and the various techniques for managing PBU. Examples of a simple private use calculation will be demonstrated.

 

Conference Information

The Treasury Institute for Higher Education is facilitating its fourth Tax Exempt Bond Compliance Workshop. This year's workshop will take a case study approach to tax exempt bond compliance issues. The program, geared toward university staff with bond compliance responsibilities, will offer an interactive learning experience, working through Private Business Use (PBU) calculations and will leverage the expertise of faculty and participants to share best practices and develop successful strategies for tax exempt bond compliance.

 

Speakers

Christie L. Martin leads the Public Finance Tax Practice at Mintz, acting as bond counsel, underwriter’s counsel, and purchaser’s counsel. Christie's clients include issuers and conduit borrowers in the health care, government, education, financial services, and nonprofit sectors.
Professional Cropped Page Matt Mintz

Matthew O. Page

Speaker

Matthew O. Page is a Mintz attorney who focuses on public finance matters, including governmental and nonprofit debt finance. He acts as bond counsel, disclosure counsel, and counsel to borrowers, issuers, lenders, remarketing agents, trustees, and underwriters.