Mr. Stephen D. Berger | Partner
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About Stephen
Steve Berger is a member of the Firm’s Corporate & Securities Service Team. He concentrates his practice in arbitrage and tax compliance issues, as well as public and corporate finance, and economic development incentive packages.
REPRESENTATIVE MATTERS
$225,000,000 Louisville and Jefferson County Metropolitan Sewer District Sewer and Drainage System Revenue Bonds, Series 2022A (Green Bonds – Climate Bond Certified) – first certified climate bond issue in Kentucky.
$246,550,000 Louisville and Jefferson County Metropolitan Sewer District Sewer and Drainage System Revenue Bonds, Series 2021A (Direct Placement, Forward Delivery) – first forward delivery bond issue in Kentucky in lieu of an advance refunding.
$62,900,000 – County of Christian, Kentucky Hospital Revenue Bonds, Series 2016 (Jennie Stuart Medical Center), advance refunding and new money qualified 501(c)(3) bond issue.
$148,765,000 – Louisville and Jefferson County Visitors and Convention Commission Dedicated Tax Revenue Bonds, Series 2016 (Kentucky International Convention Center Expansion Project), new money hotel tax revenue bond issue to finance renovation and expansion of state convention center.
$13,075,000 – Variable-to-fixed interest rate swap hedging outstanding variable-rate private nonprofit college revenue bond issue.
No change IRS audit of $9,000,000 school district revenue bond issue.
Covenant waiver and modification agreement for outstanding $58 million insured hospital revenue bond issue.
REPRESENTATIVE MATTERS
$225,000,000 Louisville and Jefferson County Metropolitan Sewer District Sewer and Drainage System Revenue Bonds, Series 2022A (Green Bonds – Climate Bond Certified) – first certified climate bond issue in Kentucky.
$246,550,000 Louisville and Jefferson County Metropolitan Sewer District Sewer and Drainage System Revenue Bonds, Series 2021A (Direct Placement, Forward Delivery) – first forward delivery bond issue in Kentucky in lieu of an advance refunding.
$62,900,000 – County of Christian, Kentucky Hospital Revenue Bonds, Series 2016 (Jennie Stuart Medical Center), advance refunding and new money qualified 501(c)(3) bond issue.
$148,765,000 – Louisville and Jefferson County Visitors and Convention Commission Dedicated Tax Revenue Bonds, Series 2016 (Kentucky International Convention Center Expansion Project), new money hotel tax revenue bond issue to finance renovation and expansion of state convention center.
$13,075,000 – Variable-to-fixed interest rate swap hedging outstanding variable-rate private nonprofit college revenue bond issue.
No change IRS audit of $9,000,000 school district revenue bond issue.
Covenant waiver and modification agreement for outstanding $58 million insured hospital revenue bond issue.
Admission
New Jersey
1990
Kentucky
1980
Pennsylvania
1972
Education
Gratz College
B.H.L.
1969
University of Pennsylvania
B.A.
1969
Hebrew University
1967
Recognitions & Achievements
Associations
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Louisville and Kentucky Bar Associations
-
National Association of Bond Lawyers
Honors / Awards
-
Woodward/White’s The Best Lawyers in America® Public Finance Law2007-present
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Best Lawyers® Louisville Public Finance Law “Lawyer of the Year”2014
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Fellow, American College of Bond Counsel
-
Highest Professional Rating (AV®) by Martindale-Hubbell
-
Recognized as one of the “Top Lawyers” in the area of Project Finance Law and Public Finance Law by Louisville Magazine, March2014
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Kentucky Super Lawyers®2013-2023
Notable Work
Publications
“Manager’s Special: IRS Issues New Rules on Management Contracts for Tax-Exempt Bond Projects,” Louisville Bar Briefs (March )
2017
Tax Incentives for Business Location and Expansion
“HB 819 Local Government Debt Act,” Municipal Law News (October )
1996
“Mortgage Credit Certificates,” Municipal Law News (June )
1992
Wyatt, Tarrant & Combs, LLP Highlights
Tax, Real Estate, Immigration, Corporate, Business & Trade, Trade Associations, Life & Health, Elder Law, Labor Law, Estate Planning
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Firm Locations:
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