Jodie is a member of the Firms' Public Finance Practice. He has over twenty years of experience and focuses on tax-advantaged finance, securities transactions, and infrastructure transactions.
Jodie advises government, nonprofit, and for-profit organizations on taxable and tax-exempt financings, serving as bond counsel, disclosure counsel, issuer’s counsel, and underwriter’s counsel. Jodie also advises clients on related matters, including financing restructurings, interest rate swaps, tender offers, and economic development options, and economic incentives (including tax revenue-sharing arrangements with state and local governments). Finally, Jodie assists clients in navigating post-issuance tax and securities issues, such as determining permitted uses of bond proceeds, arbitrage and rebate compliance, and continuing disclosure.
New Markets Tax Credits, Opportunity Zones, and Other Types of Tax-Advantaged Financings
Jodie advises clients on other types of tax-advantaged financings, such as deals eligible for federal and state New Markets Tax Credits and deals eligible under the federal Opportunity Zone program. In recent years, Jodie has closed several hundred million dollars in New Markets Tax Credits financings. A hallmark of Jodie’s NMTC experience has been his understanding of how to combine federal NMTCs with other financing programs like state NMTCs, federal and state historic tax credits, and taxable and tax-exempt bond financing.
Corporate and Economic Development
Jodie routinely advises clients on corporate governance, mergers and acquisitions, corporate reorganizations, and joint ventures and partnerships. He also advises clients on economic development options and economic incentives, including tax revenue-sharing arrangements with state and local governments.
Public Service Commitment
Jodie’s peers have called on him to lead various organizations in the industry. Jodie now serves as President and a member of the Executive Committee of the National Association of Bond Lawyers (NABL). Jodie previously served as Chair of NABL’s Securities Law and Disclosure Committee, responsible for coordinating NABL’s regulatory comment letters and other projects on securities law topics. He also has served as editor of NABL’s Federal Securities Laws of Municipal Bonds Deskbook (published by LexisNexis Group) and as a frequent panelist on securities law topics at NABL’s Bond Attorneys’ Workshop (Steering Committee from 2014-2016), Tax and Securities Law Institute (Chair of 2014 TSLI and Vice Chair of 2013 TSLI), and Fundamentals of Municipal Bond Law Seminar.
"Jodie is very responsive. He listens, provides options and, most of all, works with us to find a workable solution. His depth of knowledge and exposure to a variety of issues has been a great benefit to us. Also, for me, the trait that I most appreciate and admire is his integrity. He provides sound legal advice and makes sure that I have a full understanding of the situation and the impact of our decisions."
"Jodie produces excellent work in short timeframes and deals with complex issues well."