When tax-exempt borrowers and lenders seek hassle-free transactions, they call Lisa for guidance. The labyrinth of the Tax Code, securities and state borrowing laws can seem overwhelming to a transaction participant. Lisa’s assistance through this maze is one of the reasons that she has been asked to provide counsel for more than 100 tax-exempt borrowings in the last five years alone.
Lisa assists both governmental and private entities with the structuring, documenting and closing of tax-exempt financing transactions. Her years of experience have allowed Lisa to view the outcomes of suggested structures to ensure the proper outcome for the borrower. In addition to representing borrowers, she also counsels underwriters, lenders, and trust departments regarding their roles in the tax-exempt financing process. Lessors and lessees seek Lisa’s counsel in tax-exempt leasing transactions.
As a long-time Board Member for the Pennsylvania Association of Bond Lawyers, and member of the National Association of Bond Lawyers, Lisa keeps abreast of the issues confronting her clients and quickly translates that knowledge into timely, cost-effective solutions. Her ability to communicate these solutions to her clients in an effective manner is one of the hallmarks of her style.