Recording Available - Hot Topics and Best Practices for Tax-Exempt Bonds Financing Affordable and Workforce Rental Housing in Oregon

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Webinar | December.07.2022

Members of Orrick’s Public Finance team recently hosted a webinar to discuss Hot Topics and Best Practices for Tax-Exempt Bonds Financing Affordable and Workforce Rental Housing in Oregon. Topics included both federal tax matters, including related party issues, conversion extensions, reissuances, and post issuance compliance, and Oregon law issues, including first-lien and priority requirements, affordability covenants and considerations in combining tax-exempt bonds and public gap-funding sources.

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Speakers:

Alexandra Bartos-O'Neil
Angie Gardner
Raiko Kaneshige-Green
Barbara League
Michael Schrader
Steven White
Tommy Sandstrom

Alexandra Bartos-O'Neill Associate, Public Finance

Portland

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D:+1 503 943 4846
E: [email protected]

Practice:

Public Finance

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Alexandra Bartos-O'Neill Associate

Portland

Alexandra's practice includes private activity bond financings, namely in connection with building affordable housing.

Barbara Jane League Partner, Public Finance, Tax

Houston; Austin

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D:+1 713 658 6786
E: [email protected]

Practice:

Finance Sector
Public Finance
Tax

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Barbara Jane League Partner

Houston; Austin

She also has significant experience representing nonprofit organizations. Formerly an attorney with the Chief Counsel of the Internal Revenue Service, Barbara has represented clients before the IRS in a variety of matters involving tax-exempt bonds, including audits and private letter ruling requests. She has participated in all facets of the tax analysis associated with the issuance of governmental purpose bonds, certain tax credit bonds, qualified 501(c)(3) bonds, qualified residential rental bonds and qualified small issue bonds.

Barbara has served on the Steering Committee and has chaired the Working Capital panel and the Bond Direct Purchase - Advanced Tax Topics panel for the Bond Attorneys’ Workshop, the oldest and largest annual gathering of bond lawyers.

Michael E. Schrader Partner, Public Finance, Impact Finance and Investment

Portland

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D:+1 503 943 4840
E: [email protected]

Practice:

Finance Sector
Public Finance
Impact Finance and Investment

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Michael E. Schrader Partner

Portland

Mike also represents banks and underwriters in connection with the purchase and sale of bonds and other financing and credit-related matters.

A significant portion of Mike’s practice is devoted to private activity bond financings. This includes representing Oregon Housing and Community Services and Oregon Facilities Authority in connection with their conduit revenue bond programs. Over the course of his more than 20 years as a bond attorney in Oregon, he has competed dozens of project financings throughout the State with a variety of public and private sponsors, developers and funders.

Mike received the Firm's Community Responsibility Award in 2011 in recognition of his community service and pro bono work. He currently serves on the Boards of Bridge Meadows, a developer, owner and operator of affordable intergenerational housing communities, and the Portland Housing Center, an organization providing educational and financial services to promote homeownership in underserved communities. He also serves as special counsel (pro bono) to Mercy Corps in connection with its Community Investment Trust (CIT) Program.

Before joining Orrick, Mike was a partner at Ater Wynne LLP in Portland. Prior to that, Mike was an associate at Ice Miller in Indianapolis, Indiana.

Steven G. White Senior Associate, Public Finance

Portland

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D:+1 503 943 4838
E: [email protected]

Practice:

Finance Sector
Public Finance

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Steven G. White Senior Associate

Portland

Steven’s practice includes representing local and state government issuers, tribal governments, eligible borrowers and underwriters in connection with general obligation bond financings, revenue bond financings and lease financings. Steven serves as bond counsel to the Oregon Department of Transportation, Oregon Housing and Community Services, the Oregon Facilities Authority and a number of Oregon municipalities.

Prior to joining Orrick, Steven worked in publishing in various roles including as a business publication editor, business-focused journalist and news reporter covering trends in various industries as well as municipal and state government, law enforcement and state and federal court matters.

Steven volunteers as a coach for the nationally-recognized We The People program, working with Portland high school students to explore historical and contemporary Constitutional issues in a team competition format sponsored by the Center for Civic Education and Oregon’s Classroom Law Project.

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