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Matthias M. Edrich

Partner

Matthias focuses his practice on U.S. tax aspects of financial instruments, with an emphasis on tax-exempt and tax credit bonds.

Matthias advises clients on tax structuring of municipal and corporate debt transactions and financing-related section 501(c)(3) exemption matters. He has represented clients ranging from lenders and underwriters and government and corporate issuers to large hospital systems, housing developers, energy and solid waste recycling companies, manufacturers and various types of section 501(c)(3) nonprofits.

Particular areas of focus include hospital financings, airport financings and economic development financings relating to special districts, special benefit districts, community improvement districts and community development districts throughout the country.

Matthias also counsels clients in Internal Revenue Service audits and private letter ruling and voluntary closing agreement program (VCAP) requests and serves as section 501(c)(3) counsel in bond financings, particularly healthcare financings. Fluent in German, Matthias has also served German companies in certain business and litigation matters. He serves as director on the Board of Directors of the National Association of Bond Lawyers and as vice chair of the Tax-Exempt Financing Committee of the Tax Section of the American Bar Association. Matthias is a member of the American Health Law Association.

Speaking Engagements

"Arbitrage Rebate," "Private Activity Bond Test" and "Tax Due Diligence and Documentation," Bond Attorneys’ Workshop Conferences, National Association of Bond Lawyers (panelist and panel chair)

"The Refunding Bond Issue" and "Reissuance," Tax and Securities Law Institute Conferences, National Association of Bond Lawyers (panel chair)

Chair and vice-chair of The Institute conference, National Association of Bond Lawyers 

"General Tax Section," "Refundings and Reissuances," "Avoiding the Private Activity Tests" and "Private Activity Bonds," Fundamentals of Municipal Bond Law Conferences, National Association of Bond Lawyers (panelist and panel chair)

"Understanding Proposed IRS Rules on Issue Price and the Industry Impact," CDFA, Bank of New York Mellon Development Finance Webcast Series, Council of Development Finance Agencies (speaker)

"Financing Infrastructure: Bank Loans vs. Bonds," Colorado Municipal League Annual Seminar on Municipal Law (speaker)

"Federal Tax and Securities Laws Post Issuance Compliance," Colorado Municipal League Annual Conference (speaker)

Publications

 “IRS revokes Minnesota charter school’s tax-exempt status,” The Bond Buyer, May 5, 2022 (Quoted)

“Marijuana bill may clear roadblocks for issuers,” The Bond Buyer, April 5, 2022 (Quoted)

“Private activity bonds for broadband: A potential new solution,” The Bond Buyer, February 2, 2022 (Co-Author)

"Exempt Bond Provisions in Infrastructure Bill Called Insufficient," Tax Notes, August 6, 2021 (Quoted)

"Regulatory guidance on LIBOR transition welcomed," The Bond Buyer, October 9, 2019 (Quoted)

"Marijuana bond issues clouded by federal status," The Bond Buyer, June 11, 2019 (Quoted)

“Proposed Tax-Exempt Bond Changes Could Thwart Hospital Funding,” BNA’s Healthcare Daily Report, Bloomberg Law, November 8, 2017 (Quoted)

“IRS proposes updated public notice, approval rules for PABs,” The Bond Buyer, September 28, 2017 (Quoted)

  • Special tax and bond examination counsel to several airports (Nationally)
  • Served as 501(c)(3) counsel and bond tax counsel to large hospital system in connection with the system’s issuance of refunding bonds (Arizona) 
  • Served as 501(c)(3) counsel to large hospital system in connection with system's issuance of new construction bonds (Kentucky)
  • Served as bond tax counsel to several individual hospitals and hospital systems in Colorado in connection with refunding bond issuances and new hospital facility financings (Colorado)
  • Served as bond tax counsel to large hospital system in southern Florida in connection with new construction bonds (Florida)
  • Served as tax counsel for the Regional Transportation Authority’s issuance of $139 million of General Obligation Bonds, Series 2018B (Chicago, Illinois)
  • Provided tax advice in firm’s role as bond counsel for a large bank direct placement involving the construction of a community ice skating facility with professional hockey league use (California)
  • Tax counsel to financial institution lender for structuring secondary market stripping and sale of Qualified Zone Academy Bond tax credits using custodial and trust arrangements (Nationally)
  • Tax counsel for New Clean Renewable Energy Bond and Qualified Energy Conservation Bond issuances for an international airport and multiple municipalities and state agencies (Nationally)
  • Tax counsel for various exempt facility financings, including solid waste disposal facilities, two-county gas facilities, pollution control facilities (under transition rules), manufacturing facilities and first-time farmers.
  • Disclosure counsel to international airport (Colorado)

The Best Lawyers in America®  Public Finance Law, 2022