Stephen D. Berger

Stephen D. Berger

Wyatt, Tarrant & Combs, LLP

500 W. Jefferson Street
Louisville, KY 40202-2898

Tel: (502) 562-7299 Fax: (502) 589-0309

Email: sberger@nullwyattfirm.com

Url: http://www.wyattfirm.com

Specialties:
General obligation bonds, Municipal revenue bonds, Assessment and other land-based bonds and tax increment bonds, Exempt organization bonds (including health care, higher education, schools and cultural institutions), Bonds backed by corporate or project revenues, Multifamily housing bonds, Tax planning, Tax controversies, Post-issuance tax compliance, Municipal derivatives

Education:
B.A., 1969, J.D. 1972, University of Pennsylvania

Professional Affiliations:
American Bar Association, Kentucky Bar Association, Louisville Bar Association

Biography:

Steve Berger is a member of the Wyatt Tarrant & Combs LLP's Corporate & Securities Service Team.  He concentrates his practice in arbitrage and tax compliance issues, as well as public and corporate finance law.

Representative Matters

Lead Bond Counsel:

$52,707,943 Louisville/Jefferson County Metro Government, Variable Rate Demand Industrial Building Revenue Bonds (3rd Street Development, LLC Project) consisting of:

$11,750,000 Senior Tax-Exempt Variable Rate Demand Recovery Zone Facility Revenue Bonds, Series 2010A (New Markets Tax Credit Leveraged Loan)

$13,884,021 Senior Taxable Variable Rate Demand Industrial Building Revenue Bonds, Series 2011B (New Markets Tax Credit Leveraged Loan)

$2,546,591   Subordinate Taxable Variable Rate Demand Industrial Building Revenue Bonds, Series 2011C (New Markets Tax Credit Leveraged Loan)

$6,941,050   Subordinate Taxable Variable Rate Demand Industrial Building Revenue Bonds, Series 2011D

$10,065,281 Senior Taxable Variable Rate Demand Industrial Building Revenue Bonds, Series 2011E

$7,521,000 Subordinate Taxable Variable Rate Demand Industrial Building Revenue Bonds, Series 2011F

(financing of Cardinal Towne, a mixed-use student housing and retail development adjacent to the University of Louisville campus)

Lead Bond Counsel:

Louisville/Jefferson County Metro Government, Kentucky
$4,690,000 Recovery Zone Facility Revenue Bonds, Series 2010A
$2,010,000 Taxable Industrial Building Revenue Bonds, Series 2010B  (Signature Healthcare Headquarters Project)

Lead Bond Counsel:

$10,150,000 County of Warren, Kentucky
Hotel Tax Revenue Bonds, Series 2010
(Build America Bonds - Direct Payment)
(Southern Kentucky Performing Arts Center Project)

Lead Tax Counsel:

$180,000,000 Louisville and Jefferson County Metropolitan Sewer District, Kentucky
Sewer and Drainage System Revenue Bonds, Series 2009C
(Federally Taxable - Build America Bonds - Direct Payment)

Lead Tax Counsel:

$226,340,000 Louisville and Jefferson County Metropolitan Sewer District, Kentucky
Sewer and Drainage System Subordinated Bond Anticipation Notes, Series 2009A
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