Harris Beach PLLC
Charlie serves as bond counsel, underwriter’s counsel, and tax counsel on tax-exempt financings.
Charlie has served as bond counsel, underwriters counsel or tax counsel in connection with bond financing issued by numerous state agencies and authorities, including the Dormitory Authority of the State of New York, the New York State Housing Finance Agency, the New York State Thruway Authority, the Virgin Islands Public Finance Authority, the Guam Power Authority, the Maine Public Utility Financing Bank, the Rhode Island Industrial Facilities Corporation, and the State of Connecticut Health and Educational Facilities Authority. He also serves as special tax counsel to the New York State Office of the Attorney General on State general obligation bond issues.
He serves as bond counsel and special tax counsel to over 85 municipalities, school districts and improvement districts in connection with general obligation bond financing and tax-exempt equipment lease financing, and to local housing authorities in connection with affordable and low-income housing bond financing.
Charlie has served as bond counsel to over 20 industrial development agencies and local development corporations located throughout New York state and has served as underwriter’s counsel, tax counsel, letter of credit bank counsel, and borrower’s counsel on all types of Industrial Development Agency and Local Development Corporation financing.
As tax counsel, Charlie provides tax advice relating to the structuring of financing to comply with the tax law, addressing on-going arbitrage and rebate issues, determining qualified versus unqualified costs, reviewing reissuance questions, structuring advance refunding escrow transactions and securing private letter rulings for the Internal Revenue Service.