The law firm Fox Rothschild LLP along with BNY Mellon, Janney Montgomery Scott LLC and the Philadelphia Industrial Development Corporation are hosting a workshop for charter schools and other non-profits in the City of Philadelphia that have issued tax-exempt bonds to finance capital projects or refinance existing debt. Tax-exempt bonds are a low-cost financing alternative that includes ongoing reporting requirements post settlement of the bonds. The objective of the workshop is to discuss common post-issuance disclosure requirements as well as the implications of non-compliance. Please find additional details below. We look forward to seeing you at this informative event.
Our Tax-Exempt Bonds Have Closed: Now What?
Post-Issuance Responsibilities of Charter Schools and Other
Thursday, July 25, 2013
8 to 8:30 a.m. – Breakfast & Registration
8:30 to 10 a.m. – Program
As SEC enforcement increases, so does the importance for charter schools and nonprofit borrowers of tax-exempt bonds to understand their responsibilities after a bond has closed. Join us for an informative discussion where we’ll cover:
- Tax compliance requirements
- Financing document requirements
- Disclosure requirements under Rule 15c2-12 that were the subject of the
SEC enforcement action against Harrisburg
Click here to RSVP.
For questions or more information, please contact Maria Ockenhouse at 215.299.2819