Connecticut Contact 860-246-1600
New York Contact 212-308-2444
Massachusetts Contact 508-257-4020
Lisa P. Soeder - Hartford Office - Tax Partner. Ms. Soeder has worked on various federal income tax issues, with particular emphasis on matters relating to the issuance of state and local government tax-exempt bonds, and has performed research, reviewed tax issues and participated in the structuring of issues of general obligation bonds of states and cities, revenue and private activity bonds. She has represented issuers, underwriters and borrowers in tax-exempt governmental construction and cash flow financings as well as taxable issues of bonds; in the development of clean water revolving loan fund programs; in the structuring of a convention center authority in Connecticut authorized to issue tax-exempt bonds; and in exempt small issues, exempt facilities and 501(c)(3) financings.
Ms. Soeder has been involved in the drafting of technical corrections to the Internal Revenue Code, several publications of the Practicing Law Institute, CIFA and NABL regarding arbitrage and rebate, multi-family housing, pooled and SRF financings. She has served on the Board of Directors of NABL (1997, 1998, 1999) and currently serves on the Board of Directors of the American College of Bond Counsel, and has also served as the Editor-in-Chief of NABL's Editorial Committee which compiled, published and updated Federal Taxation of Municipal Bonds. She has served as Chair of the Pooled Financings and Bond Banks' Panel at the Bond Attorney's Workshop as the only lawyer on the Council of Infrastructure Financing Authorities Market Regulatory Committee and has been a frequent panelist on arbitrage and rebate matters, multi-family housing issues, pooled loan financings, and private activity bond topics at the NABL's Bond Attorney's Workshop and its Arbitrage Workshop, as well as for the Practicing Law Institute, CIFA and other groups.
Ms. Soeder received her LL.M. in Taxation from New York University, her J.D. from the University of Notre Dame, and her B.A. from the State University of New York at Oneonta. She is admitted to practice in the States of New York, Connecticut and Massachusetts. She is a member of the Bar Associations of New York State (Tax Section); Connecticut (Tax Section), and American (Tax Exempt Financing Section). She was previously a partner in the tax departments of Hawkins, Delafield & Wood and Nixon Peabody (formerly, Nixon, Hargrave, Devans & Doyle).
In addition to law, Ms. Soeder has an ownership interest in a number of Nantucket Bed and Breakfasts, in a Nantucket restaurant, and in a fashion and design company located in Nantucket and California, and is on the board of directors of and has an ownership interest in a genetics company headquartered in California. She is a licensed real estate broker in New York, Massachusetts, Colorado and New Mexico. Ms. Soeder also was 2007 Connecticut Woman of the Year for her fundraising efforts for the Leukemia and Lymphoma Society. She currently serves as the Vice-President of the Theatre Workshop of Nantucket.
Ernie Lorimer - Stamford Office - Bond Partner. Focuses on representing participants in municipal finance transactions, and public and private companies and their investors.
In public finance, Mr. Lorimer has represented issuers, trustees, underwriters and investors in new issues, refinancings, workouts and restructurings, as well as in ongoing disclosure matters, and acts as bond counsel to state issuers. He has worked extensively on general obligation bonds, revenue bonds, tax increment financing, lease financing, project financing, special tax structures and conduit financings for hospitals and other healthcare and educational institutions, and liquidity structures and swaps associated with municipal finance. A significant component of his work has been the creation, revision, analysis and explication of statutory and contractual provisions relating to municipal finance at the federal, state and local level.
Mr. Lorimer received his JD from Yale Law School and his AB from Princeton University. He is admitted to practice in the States of New York and Connecticut. He is a member of the Bar Associations in New York State and Connecticut, a member of the National Association of Bond Lawyers and a fellow in the American College of Bond Counsel. He was previously a partner at Finn, Dixon and Herling LLP, and before that at Robinson & Cole LLP. Mr. Lorimer was Chair of the Business Law Section of the Connecticut Bar Association in 2000-2002. Mr. Lorimer writes regularly and addresses bar and other groups. He also is a Senior Editor of the Connecticut Bar Journal.
Jeannette M. Bond is an of‑counsel tax attorney to Soeder & Associates, LLC, whose office is in Beach Haven, New Jersey. Ms. Bond is Special Counsel to McCarter & English, LLP, Newark, N.J., which is of counsel to Soeder & Associates. Ms. Bond has practiced the tax law of public finance since 1979. She began her career in public finance as an associate in the tax department of Hawkins, Delafield & Wood and became a partner in that firm in 1986. She was subsequently a partner at Pitney, Hardin, Kipp & Szuch and LeBoeuf, Lamb before joining McCarter & English as Special Counsel in 1998. She is experienced in all aspects of the tax law affecting governmental and private activity bond transactions with particular emphasis on refundings, arbitrage issues and tax compliance. Ms. Bond received her LL.M. in Taxation from New York University, her J.D. from Douglass College, Rutgers University-Camden (cum laude), and her B.A. from Rutgers University, (cum laude), Phi Beta Kappa. Bars and Memberships: Ms. Bond was admitted to practice in New Jersey in 1979 and New York in 1980. She is a member of the National Association of Bond Lawyers, the American College of Bond Counsel, the New York State Bar Association, and the American Bar Association and served as a member of the Board of Directors of the National Association of Bond Lawyers from 1995-1998 and as its Treasurer from 1997-1998.
Charles D. Katz is an of‑counsel tax and bond attorney to Soeder & Associates, LLC, whose office is in Chicago, Illinois. Mr. Katz is a tax partner at Polsinelli which is of counsel to Soeder & Associates. Mr. Katz began his career as a tax associate at Hawkins, Delaware & Wood in New York City where he worked from 1986 until he joined LeBoeuf Lamb Greene & MacRae’s tax department in 1994 and later Duane Morris, Drinker Biddle and Michael Best & Friedrich, LLP as a partner. Mr. Katz received his undergraduate degree from Union College and his law degree from Fordham University School of Law. He is admitted to practice in the State of New York, Illinois and Wisconsin and is a member of the National Association of Bond Lawyers.
Lisa P. Soeder
Jeannette M. Bond
Charles D. Katz
E T H I C A L E X P E R I E N C E D E F F E C T I V E