October 28-29, 2021
Hybrid Event At the Vdara Hotel and Spa and Virtual
REGISTRATION NOW OPEN:
Click here to register for limited IN-PERSON attendance
Click here to register for VIRTUAL attendance
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
The 2021 Workshop will be a hybrid event, with very limited in-person attendance and a livestream option. In-person attendance 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. Both the in-person and livestream options will 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 note: Due to the limited in-person capacity, live attendance at the Vdara will be restricted to one person per organization.
COVID-19 Safety Protocols for In-Person Attendance
Our goal at this event is to promote healthy behaviors and maintain a healthy environment for all participants. Accordingly, we will adhere to the following preventative measures for those attending the Workshop in person and while at Workshop events:
- Wear a mask
- Stay at least 6 feet away from others
- Wash your hands
- Use hand sanitizer
- Stay home when appropriate or exhibiting any symptoms
These safety protocols are subject to change. Please check back for updates.
In addition, for information on the Vdara’s Seven-Point Safety Plan, please click here.
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
FINAL 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.
Electronic, downloadable versions of all Workshop materials will be accessible via a secure log in site 3 days prior to the start of the Workshop so that all attendees may save and view the materials on their own device.
Please note, for in-person attendees, hard copies of Workshop materials will NOT be provided. Please download and save the electronic materials to your device prior to the Workshop or print off and bring copies of the materials with you.
CPE and MCLE Credits offered
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. To reserve your room, click here.
GENERAL SCHEDULE – For Travel Planning Purposes
Thursday, October 28th
7:00 am – 8:00 am Registration & Breakfast
8:00 am – 12:00 pm Workshop Sessions
12:00 pm – 1:00 pm Lunch
1:00 pm – 5:30 pm Workshop Sessions
5:30 pm – 7:00 pm Cocktails (details to be determined)
Friday, October 29th
7:30 am – 8:00 am Breakfast
8:00 am – 12:00 pm Workshop Sessions
12:00 pm Workshop Concludes
- In-person: $695
- Virtual: $595 (includes 12 sessions)
Issuers / governmental organizations:
- In-person: $695
- Virtual: $545 (includes 11 sessions)
- In-person: $1,095
- Virtual: $995
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 [email protected]
Refunds, Cancellation and Concerns
For in-person registrations, 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.
For virtual registrations, requests to refund registration fees must be received in writing by October 24 and no cancellation fee will apply. No refunds will be granted after October 24.
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:
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.
ATTORNEY ADVERTISING: Prior results do not ensure a similar outcome.
BLX is a subsidiary of Orrick. BLX does not provide legal services.