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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 render 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 ensure clients continue to
receive the highest level of advice and service.
Memberships:
- National Association
of Bond Lawyers
- Texas Bar
Association
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