For state and local governments and nonprofit organizations raising money for public infrastructure and other projects, Carol Lew’s proven tax advice is a critical piece of the complex financing puzzle. With more than 30 years of federal tax law experience, Carol is nationally recognized for her ability to apply her in-depth knowledge of the Internal Revenue Code to tax-advantaged debt financings. The complicated tax analyses she undertakes keep issuers and buyers in compliance with all federal tax laws and help communities thrive.
Carol’s sought-after tax advice helps states, highway authorities, water districts, housing authorities, hospitals, school districts and municipal agencies and nonprofits finance development projects through a variety of sources, including tax-advantaged and taxable bonds, and public/private partnerships. Many clients also rely on Carol for post-issuance compliance advice. If the IRS audits a bond issuer or buyer, she steps in to resolve any outstanding tax issues quickly. Carol also assists with voluntary closing agreements and private letter ruling requests.
When clients work with Carol, they get the full benefit of her cutting-edge insight and long-standing leadership in the organizations helping shape today’s U.S. tax laws. She currently serves on the IRS ETAAC advisory committee that provides advice directly to Congress on tax matters. Carol has also served as Chair of the IRS IRSAC Committee that provides advice to the IRS Commissioner, President of the National Association of Bond Lawyers and as Chair of The American Bar Association Taxation Section’s Tax-Exempt Financing Committee.
Some highlights of her career include the following:
Tax counsel for the State Public Works Board of the State of California with respect to their lease revenue bond program which has raised $3.4 billion in funding for major public improvements across the State of California.
Tax counsel for the City of San Diego in connection with their financing program of numerous city projects.
Tax counsel to San Joaquin Hills Transportation Corridor Agency in connection with the $1.4 billion financing of its $2.2 billion in outstanding debt issued to fund construction of the 73 Toll Road.
Tax counsel to the Foothill/Eastern Transportation Corridor Agency in its sale of $2.3 billion in revenue bonds; Carol coordinated one of the most complex tax analyses for a municipal bond offering in recent years.
Tax counsel to the Rancho California Municipal Water District in bond issuance and post-issuance matters related to its revenue bond financing program including both tax-exempt and taxable obligations.
Tax counsel to the City of Chula Vista relating to various tax-exempt and taxable bonds for the city’s public infrastructure.
Carol’s sought-after tax advice helps states, highway authorities, water districts, housing authorities, hospitals, school districts and municipal agencies and nonprofits finance development projects through a variety of sources, including tax-advantaged and taxable bonds, and public/private partnerships. Many clients also rely on Carol for post-issuance compliance advice. If the IRS audits a bond issuer or buyer, she steps in to resolve any outstanding tax issues quickly. Carol also assists with voluntary closing agreements and private letter ruling requests.
When clients work with Carol, they get the full benefit of her cutting-edge insight and long-standing leadership in the organizations helping shape today’s U.S. tax laws. She currently serves on the IRS ETAAC advisory committee that provides advice directly to Congress on tax matters. Carol has also served as Chair of the IRS IRSAC Committee that provides advice to the IRS Commissioner, President of the National Association of Bond Lawyers and as Chair of The American Bar Association Taxation Section’s Tax-Exempt Financing Committee.
Some highlights of her career include the following:
Tax counsel for the State Public Works Board of the State of California with respect to their lease revenue bond program which has raised $3.4 billion in funding for major public improvements across the State of California.
Tax counsel for the City of San Diego in connection with their financing program of numerous city projects.
Tax counsel to San Joaquin Hills Transportation Corridor Agency in connection with the $1.4 billion financing of its $2.2 billion in outstanding debt issued to fund construction of the 73 Toll Road.
Tax counsel to the Foothill/Eastern Transportation Corridor Agency in its sale of $2.3 billion in revenue bonds; Carol coordinated one of the most complex tax analyses for a municipal bond offering in recent years.
Tax counsel to the Rancho California Municipal Water District in bond issuance and post-issuance matters related to its revenue bond financing program including both tax-exempt and taxable obligations.
Tax counsel to the City of Chula Vista relating to various tax-exempt and taxable bonds for the city’s public infrastructure.