Business & Tax Exempt Financing

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Business & Tax Exempt FinancingCurtin & Heefner LLP serves as a partner in enterprise to a wide and diverse roster of businesses in every stage of development, across the region and around the country. Currently, the firm represents more than 150 business organizations, in matters that range from defining the most advantageous business structure, to daily operating procedures and policies, to the business and tax ramifications of sophisticated transactions. The firm has more than 50 years of experience in municipal financing as local counsel and has been recognized municipal bond counsel since 1971, the first to attain such recognition in Bucks County. Our services include:

Municipal Finance

Our attorneys act as municipal bond counsel and represent schools, counties, boroughs and townships in general obligation and municipal authority revenue bond issues, the aggregate value of which is in the billions of dollars. We have acted as bond counsel for Commonwealth of Pennsylvania or Commonwealth agency bond issues and as bond counsel and underwriter’s counsel in matters for schools, colleges and universities, hospitals, water and sewer facilities, and refunding issues. We have also served as bond counsel and issuer’s counsel for industrial revenue bond issues.

Our attorneys have lectured on school district and municipal finance for the Pennsylvania Association of Bond Lawyers, the Pennsylvania School Boards Association, the Pennsylvania Association of School Business Officials and Intermediate Units.

Business Formation

Our business attorneys assist clients to identify and select the formal corporate structure that most closely aligns with their business, financial and tax objectives. We provide advice regarding proprietorships, partnerships, limited liability companies and corporations, and perform drafting and filing of appropriate documents and papers, and assist in resolving shareholder, partner and related business disputes.

Mergers, Sales and Acquisitions

We represent buyers and sellers, and negotiate on their behalf in sales, acquisitions, mergers and leveraged buyouts. Our attorneys draft, review and advise on sale and merger contracts and provide tax advice on contract terms. Whether developing an exit strategy, assessing asset and stock purchase options, or selling, buying or transferring control of a business, we deliver practical, sound advice to ensure company operations can continue smoothly, and without costly interruptions.

General Business Consultation

Our attorneys provide advice and counsel on matters affecting routine business operations, including negotiating and review of leases and property purchases; drafting and review of contracts such as employment contracts, non-compete agreements and all types of business contracts; and structuring and review of executive compensation plans. We additionally assist in development and deployment of legal protections for trade secrets and proprietary business intelligence.

Administrative and Authority Law

Our attorneys represent business clients before local, state and federal licensing and regulatory boards and agencies. We have significant experience in negotiating, arbitrating and litigating matters before the Pennsylvania Liquor Control Board, the Public Utility Commission, the Securities Commission, Banking Department, Insurance Department, U.S. Environmental Protection Agency, the Pennsylvania Department of Environmental Protection and the Occupational Safety and Health Commission.

Tax Exempt Entities

We assist clients in the formation of not-for-profit entities, including charitable, religious and fraternal groups. We also assist clients in applying for and maintaining tax exempt status with the Internal Revenue Service.