Rob Munnelly and Richard Hindlian

Our tax practice focuses on:

  • selecting an appropriate jurisdiction and business entity choice designed to minimize tax obligations
  • providing tax-efficient designs for commercial transactions
  • planning for international transactions and using business structures based in Europe, Asia and offshore locations
  • providing reasoned tax opinions 
  • assisting businesses in completing tax registrations and making appropriate tax elections
  • assessing impacts on employee benefit plans, “golden parachutes” and deferred compensation in matters involving business reorganizations, acquisitions, spinoffs and other contexts
  • offering tax-efficient succession planning and exit strategies for maturing businesses
  • minimizing tax burdens and resolving controversies, including tax liens and levies, with taxing authorities
Results

Our strong track record of success.

  • Provided tax counsel and prepared tax opinions regarding the impact of federal, state and local taxes (including income, excise, sales and real estate transfer taxes) for acquisitions of national companies in several jurisdictions.
  • Advised a U.S. software firm opening a South American sales office and determined appropriate methods for tax reduction on repatriated profits returned to the U.S. company.
  • Developed a specialized partnership income allocation structure for real estate investments to maximize depreciation and allocate tax losses to the higher-income partners.
  • Represented a split-interest trust in complex income tax IRS litigation in the U.S. Tax Court, coupled with related-party ongoing income tax audits related to multiple tax years in the Appeals Office.
  • Concluded a complex §1031 like-kind real estate exchange transaction for a grantor trust with multiple beneficiaries resident in many states.
  • Resolved an IRS penalty case for 8,000 late-filed 1099 forms issued to medical service providers by three tax-exempt medical plan insurers with respect to over 100 plan clients.
  • Resolved and issued an opinion regarding the tax treatment of a settlement payment made to heirs of a decedent where the will was allowed.
  • Advised the trustee of a charitable remainder trust regarding amendment of the trust agreement in compliance with the Federal Tax Law.

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Firm Announcements

February 23, 2026

Andrew D. Myers Named a “Go To Business Transactions Lawyer” by Massachusetts Lawyers Weekly

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Publications

November 12, 2025

Navigating the Property Tax Appeal Process: What Property Owners Need to Know

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Publications

August 12, 2025

Exhausting Administrative Remedies in a Tax Appeal, Phil Olsen Published by Massachusetts Lawyers Weekly

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Speaking Engagements

June 25, 2025

Jamey Wachta Presents on AUTM Webinar Focusing on Consulting Agreements Used by Life Sciences Faculty

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Speaking Engagements

June 23, 2025

Philip S. Olsen Presents on BBA Webinar, “Introduction to Careers in Tax Law & Tax Section Social”

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Publications

June 20, 2025

Phil Olsen Serves as Contributing Author for 2023-2024 ABA Sales & Use Tax Deskbook

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Firm Announcements

June 12, 2025

Courtney A. Simmons Named a “Rising Star” by New England Real Estate Journal

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Firm Announcements

June 5, 2025

Davis Malm Attorneys and Practice Areas Recognized by 2025 Chambers USA

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Publications

May 30, 2025

Study: Boston at top in list of firms with AI-created testimonials

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