CLE - Massachusetts and National State Tax Update for 2018

06/12/2018 - 12:00 PM to 01:00 PM
Federal tax reform and sales tax nexus developments contributed to making the past year a very significant one for state and local tax purposes. This program will speak to those developments at both the state and national level...
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POSTPONED: Value Added Tax – Developments and Challenges for the Legal Profession

05/29/2018 - 12:00 PM to 01:00 PM
More than 170 countries have adopted Value Added Tax (VAT) systems so, almost any transaction that has a non-U.S. element (i.e. vendor, purchaser, intermediary, etc.) is likely to come into contact with this tax. With average global rates above 15% and beyond 21% in the European Union, the impact of VAT can be more severe than with domestic sales taxes, so understanding and managing it should assume a high priority....
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Retirement Plan Audits: Issues, Updates and Best Practices

05/22/2018 - 12:00 PM to 01:00 PM
A panel of experts will discuss current issues and updates for retirement plan audits from an accounting firm, law firm and plan recordkeeper perspective, including common mistakes and deficiencies, the PCOAB’s current areas of focus, and best practices....
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ERISA Litigation Against Financial Services Firms: Claims, Outcomes and Mitigating Risk

05/15/2018 - 12:00 PM to 01:00 PM
Hear from experts about recent ERISA claims against financial services firms, including what claims are being brought against financial services firms, how those claims have fared in court, and suggestions for mitigating risk....
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Check the Box Elections for Non-US Business Entities

04/12/2018 - 12:00 PM to 01:00 PM
This program focuses on the use of check the box elections for non-US business entities, in particular on passive investment companies. ...
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Examining the “Fair Share Amendment” (the Proposed Surtax on Incomes Above $ 1 Million)

04/06/2018 - 12:00 PM to 01:00 PM
Our prestigious panel will consider the policy and legal aspects of the “Fair Share Amendment”, which is currently set to be on the Massachusetts ballot on November 6th, 2018. This proposed constitutional amendment would amend the Massachusetts Constitution to add a 4 percentage-point tax on the portion of a personal income tax filer’s income in excess of $ 1 million....
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Tax Reform Implications for Small Law Firms (and Businesses) and Solo Practitioners

03/29/2018 - 12:00 PM to 01:00 PM
Are you confused about the 2017 Tax Reform provisions and how they affect small law firms and solo practitioners? Are you or your clients considering changing from a corporate entity to a pass-through entity (or from pass-through to corporate)? Come hear an overview of how certain changes to the U.S. tax code may affect small law firms, businesses, and solo practitioners....
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CLE - What Emerging Companies Need to Know About Tax Reform

03/27/2018 - 03:00 PM to 07:00 PM
This program will provide a summary of those provisions of the Act with which emerging companies need to be familiar....
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POSTPONED: ERISA Litigation Against Financial Services Firms: Claims, Outcomes and Mitigating Risk

03/14/2018 - 12:00 PM to 01:00 PM
Hear from experts about recent ERISA claims against financial services firms, including what claims are being brought against financial services firms, how those claims have fared in court, and suggestions for mitigating risk....
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CLE - The Impact of the Tax Cuts and Jobs Act on Family Law, Divorce and Estate Planning

03/05/2018 - 03:00 PM to 05:00 PM
The new Tax Cuts and Jobs Act has been enacted and it is time to understand the potential impact on your clients....
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National Update on State Tax Policy

02/06/2018 - 12:00 PM to 01:00 PM
This talk will provide an informative and provocative look at state tax policy developments from across the country;...
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A Conversation with IRS Appeals

02/05/2018 - 12:30 PM to 01:30 PM
Join us for an interactive discussion with Ann L. Gilbert, Appeals Team Manager, from the IRS Office of Appeals in Boston....
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Tax Reform Impact on Exempt Organizations

01/30/2018 - 12:00 PM to 01:00 PM
We will review the areas of the new Tax Reform law that have implications for Exempt Organizations. Will we identify some areas where further guidance is needed and discuss the practical aspects of implementing the law. Colleges, health systems and other exempt organizations will be affected. Come join us to learn more! ...
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Tax Perspectives on a Business Transaction

01/26/2018 - 12:00 PM to 01:00 PM
In its Friday Fundamental program, the Tax Section will present a simple business transaction and analyze it from five different tax law perspectives: federal income, ERISA, international, state and local, and gift and estate....
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The State Tax Implications of Federal Tax Reform and Other State Tax Trends and Hot Topics

01/10/2018 - 12:00 PM to 01:00 PM
This program will discuss current state tax trends and hot topics....
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Federal Tax Reform: What You Need to Know Going Into the New Year

12/15/2017 - 12:00 PM to 01:00 PM
Tax reform will affect everyone, from small businesses to multi-national corporations, individuals (including estates) and tax-exempt organizations, and executives receiving certain executive compensation arrangements. Join our brown-bag discussion and hear a high-level overview of the current tax reform proposals and how they may affect you, your firm, and your clients....
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The Future of Legal Technology Webinar

12/06/2017 - 01:00 PM to 02:00 PM
Learn about the fundamentals of cloud computing for lawyers and the ethical considerations you should make when evaluating software for your firm....
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Bankruptcy Cases from the Department of Revenue's Perspective: Key Concepts and Common Issues

12/05/2017 - 12:00 PM to 01:00 PM
This program will feature John B. O’Donnell, Counsel, Litigation Bureau, Massachusetts Department of Revenue who will present an overview of common tax issues arising in the context of Chapters 7, 11 and 13 bankruptcy matters....
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CLE - Funding Your Charitable Programs: Structuring Partnerships and Joint Ventures to Optimize Charitable Purposes and Social Impact

11/29/2017 - 03:00 PM to 06:00 PM
Join us for an overview of different types of partnerships and joint-ventures and potential issues and solutions in forming and operating these partnerships and joint ventures....
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Tax Court Rules that Gain on Sale of US Partnership Interest by Foreign Partner is not ECI

11/09/2017 - 12:00 PM to 01:00 PM
Partnership and international tax experts from RSM US LLP will discuss the Tax Court’s recent decision in Grecian Magnesite Mining, Industrial and Shipping Co. SA v. Commissioner, which rejects the IRS’s long-standing position set forth in Rev. Rul. 91-32....
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Tax Policy & Reform: Rejecting "Tax Utopianism" in Favor of "Tax Diversification"

11/07/2017 - 12:00 PM to 01:00 PM
The United States relies greatly on income taxes and payroll taxes at the federal level, to the exclusions of other possible tax bases such as consumption, pollution, etc. Discussions about "tax reform" consistently collapse into debates about reforming or improving the income and payroll tax bases. This talk examines other possible bases for taxation, and investigates how these other tax bases can complement or reduce (rather than outright replace) income and payroll taxes....
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Interacting with the Massachusetts Department of Revenue online through MassTaxConnect

11/07/2017 - 12:00 PM to 01:00 PM
The Massachusetts Department of Revenue has a new online system, MassTaxConnect, to be used by both taxpayers and practitioners. This session will teach you how to become an authorized 3rd party on a taxpayer’s account to better service your clients – to view the taxpayer's filing history, payments and correspondence; seek a refund or dispute an audit adjustment; send secure messages and more....
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Pro Bono Training: Why Immigration Advocates Should Care About PATH

11/06/2017 - 05:00 PM to 07:00 PM
The Protection Against Tax Hikes (PATH) Act impacts tax credits and ITINs. This training will create alert advocates who will know how to spot tax issues and related tax benefits for their immigrant clients, and may be able to prevent clients from missing deadlines for those benefits....
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REIT Considerations in Commercial Leases

11/03/2017 - 12:30 PM to 01:30 PM
This program is a discussion on the substantive tax considerations and analysis that a leasing attorney should consider in advising clients, including the services provided by landlord and structuring rent....
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Pro Bono Training: Identifying and Pursuing an Innocent Spouse Claim in Tax Cases

10/24/2017 - 05:00 PM to 07:00 PM
This program will help practitioners identify cases in which the innocent spouse defense can be claimed to relieve the client from joint tax liability....
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POSPTONED: CLE - Understanding and Valuing S Corporations

10/19/2017 - 03:00 PM to 08:00 PM
Join us for a discussion on the Internal Revenue Code sections that have powerful impacts on transactions between shareholders and their closely held business/CPA ethics and responsibilities to produce credible financial statements and tax returns....
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Profits Interests in Practice and Other Equity Alternatives for Partnerships

09/22/2017 - 12:00 PM to 01:00 PM
Please join us for the first program of the year from the ERISA Committee. This program will begin with a brief overview of the legal requirements governing profits interests, and then will discuss some of the common practices that the speakers have encountered relating to profits interests and the resulting tax consequences (some of which are unintended)....
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