With more than 30 years of experience, Chuck Katz advises on municipal bond transactions and the swift resolution of tax controversies. Chuck has advised on matters that range in size from a few million dollars to $1 billion. He understands the esoteric details of this legal discipline, while providing personalized client service.
In connection with tax-exempt financing transactions, Chuck has served as bond, tax, underwriter’s, issuer’s and borrower’s counsel in more than 30 states. A significant portion of his practice focuses on the tax component of public finance transactions and on counseling clients on the tax law requirements applicable to issuers and borrowers of tax-exempt proceeds.
Chuck has experience with virtually all types of bonds, including governmental, public power, single-family and multifamily housing, airport and other transportation, solid waste and sewer, and small issue manufacturing, along with bonds issued for hospitals, colleges and other nonprofit organizations. He advises governmental and nonprofit organizations on the tax law requirements related to bond-financed property, including the use of proceeds, private use, arbitrage and rebate compliance.
In addition, Chuck represents clients before the Internal Revenue Service (IRS) in connection with audits of bond issues, ruling requests and the negotiation and drafting of voluntary closing agreements. Chuck also counsels clients on tax law compliance matters and with evaluating management contracts and research agreements to ensure satisfaction of the private use limitations.
Chuck is not your typical tax lawyer; he is a people person who thrives not only in the area of public finance and tax law, but also in building long-term and lasting client relationships by remaining accessible and responsive to those he serves. Easy to work with and a productive communicator, Chuck’s clients appreciate that he makes a point of staying in sync with what they need, when they need it.
Professional and Community Involvement
Member, National Association of Bond Lawyers
Member, Chicago Bar Association
BTI Legal All-Star List, 2017
Leading Lawyers, Top 10 Leading Public Finance Lawyer in Illinois, 2019