Kutak Rock tax partners Matthias Edrich and Adam Baird will discuss various tax law topics at The Institute Conference hosted by the National Association of Bond Lawyers (NABL) on March 9-10 in Scottsdale, Arizona.

Mr. Baird will participate in a panel titled “Forward Deliveries, Documentation, Tax, and Disclosure Considerations” on March 9 at 4:15 p.m. PST. The panel will discuss the mechanics of a forward delivery (what it is and how it works), documentation pitfalls and things to look out for, identifying tax issues, and disclosing information about the purchase agreement and associated risks. The session will also look at questions surrounding what to do if there is a material change that needs to be disclosed following the initial closing of the bonds.

Mr. Edrich will chair a panel titled “No Volume Cap, No Program” on March 10 at noon PST. The panel will discuss tax structures to finance housing, including workforce housing, and other private activity bond-type projects on a tax-exempt basis without volume cap or using the volume cap “recycling” provision of the tax code. 

Register for The Institute Conference here.

Matthias Edrich is a member of Kutak Rock’s national federal tax and public finance practice. He serves as a director on the Board of Directors of the National Association of Bond Lawyers (NABL) and contributes heavily to their webinars, panels and conferences. Mr. Edrich has been awarded the President’s Service Award by NABL and is a recipient of the Carlson Prize given by NABL.

Adam Baird is also a member of Kutak Rock’s national federal tax and public finance practice. Mr. Baird focuses on housing-related and charter school public finance tax matters, but also regularly serves as tax counsel to various kinds of general governmental and conduit financings. He has been a frequent contributor to NABL projects.