Our tax practice focuses on:

  • selecting an appropriate jurisdiction and business entity choice designed to minimize tax obligations
  • providing tax-efficient designs for a wide variety of 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.
RESOURCES

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Publications

April 6, 2020

Mass. Cannabis Attys Fear ‘Disaster’ As Gov. Closes Shops

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Publications

February 24, 2020

Massachusetts Cannabis Law Resource and Information Guide

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Speaking Engagements

February 21, 2020

Navigating the Legal, Regulatory, and Compliance Maze

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Alerts

February 10, 2020

Massachusetts House of Representatives Passes an Act Relative to Host Community Agreements

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Community Involvement

December 18, 2019

Rob Munnelly Re-Elected to Northeast Energy and Commerce Association Board of Directors

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Publications

November 18, 2019

Mass. Cannabis Industry Welcomes Feds’ Regulatory Probe

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Alerts

October 30, 2019

Recent Changes to Massachusetts Cannabis Regulations

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Speaking Engagements

October 28, 2019

Whither the Traditional Telephone Network?

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Publications

October 24, 2019

What are the Business Regulations for Cannabis in Massachusetts?

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