NABL The Workshop 2023 - Preparing To Deliver the Bond Opinion: Tax Due Diligence and Documentation

Brian Teaff will chair a panel titled "Preparing To Deliver the Bond Opinion: Tax Due Diligence and Documentation" at NABL's The Workshop 2023. Purchasers of tax-exempt obligations typically rely on the “unqualified opinion” of bond counsel as to the excludability of interest on the bonds. The tax due diligence performed by bond counsel is a critical foundation for the delivery of the opinion. This panel will explore the due diligence, legal research and analysis, and documentation necessary to support the tax opinion.