Mark leads the Public and Project Finance Practice’s work in the area of taxation for tax-advantaged municipal securities transactions and handles Section 103 matters for the group. He focuses on bond structures and tax compliance advice to assist state and local governments, conduit issuers, and borrowers in various areas where there is eligibility to receive benefits under the Internal Revenue Code. Recognizing that tax considerations have a long-term impact, Mark focuses both on the tax implications of structuring and marketing a new issue as well as with respect to facility management and use, investments, and capital/debt planning well beyond the time of a particular issuance.
Mark has served as bond counsel, disclosure counsel, and underwriter’s counsel, handling municipal bond transactions involving cities, counties, state, and commonwealth level entities, industrial and economic development authorities, and nonprofit entities, including hospitals, universities, and museums. He also works as counsel in taxable bond transactions, debt restructurings, working capital financings, municipal securitizations, tax increment and special assessment district financings, and municipal derivative transactions.
Mark particularly focuses on matters related to disclosure and security law developments and served on the National Association of Bond Lawyers Securities Law Committee. He has spoken on developments in this area before the Council of Development Finance Agencies, the Pennsylvania Municipal Authorities Association, and the Government Finance Officers Association of Pennsylvania (GFOA) East Chapter. He also has presented webinars and podcasts on public finance, including developments in securities law and Chapter 9 of the Bankruptcy Code.
Mark received his undergraduate degree from Kenyon College. He earned his law degree from the University of Virginia School of Law.