by PIDCphila
July 11, 2013

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FoxRothschildEventThe 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
Non-Profit Borrowers

Thursday, July 25, 2013
8 to 8:30 a.m. – Breakfast & Registration
8:30 to 10 a.m. – Program

Fox Rothschild LLP
2000 Market Street, 20th Floor Philadelphia, PA 19103
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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

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