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Ann M. Levy
Of Counsel
- New York University
L.L.M. (Taxation) (1979)
- University of
Houston School of Law J.D. (1976)
- Order of Barons,
Officer, Houston Law Review
- University of Texas
at Austin B. of Journalism with Honors, concentration in
Advertising (1973)
Additional
Activities:
- Houston Bar
Association Tax Section: Chairperson 1983-1984
- The Women’s
Resource of Greater Houston: Trustee 2003-2005; Vice
President, Board of Trustees (2005)
- Leadership Texas
Program: 1997
- Leadership Texas
Alumnae Board of Directors: 1998-2002; Board President
2001
- Foundation for
Women’s Resources: Committee of the Board 2000-2001
Ms. Levy became Of
Counsel to JRPB in August 2005. She has practiced law in
Houston for the last thirty years and has been a partner in
several firMs.. Ms. Levy specializes in federal income
taxation, public finance transactions and the intersection
of taxation and public finance. Her areas of expertise are
tax exempt financing, charitable exempt organizations,
federal income taxation planning and controversy work for
corporations, limited liability companies, partnerships and
individuals, and tax aspects of acquisitions, mergers and
dispositions of various business organizations.
In her public finance practice, Ms. Levy has served
primarily as bond counsel, but she also has acted as special
tax counsel, underwriter’s counsel and as issuer’s counsel
in a significant number of tax exempt bond transactions. Her
public finance practice has focused on housing bond issues,
private school bonds, student housing facilities, and
assisted living facilities. Ms. Levy has represented
trustees of troubled bond issues and has been responsible
for organizing and representing special types of state
authorized issuers so that tax exempt bonds could be issued.
Ms. Levy has formed large and small non profit corporations
and obtained determinations that they were Code Section
501(c)(3), public charities. Some of these organizations
were formed in order to benefit from the issuance of tax
exempt financing while other organizations had no public
financing goals. Ms. Levy often has been engaged to rendered
opinions concerning the continuing tax exempt status of an
organization, frequently in connection with the issuance of
tax exempt debt. Her work in connection with tax exempt
organizations has included ad valorem tax determinations, as
well as determinations involving state sales tax, and
franchise tax.
Ms. Levy’s tax and business experience broadens JRPB’s
capability by adding tax expertise necessary for complex
business transactions and public finance structures as well
as the ability to resolve tax controversies for clients.
Continuing changes in public finance, including increased
regulatory scrutiny, require specialized tax experience to
insure clients continue to receive the highest level of
advice and service.
Memberships:
- National Association
of Bond Lawyers
- Texas Bar
Association
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