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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CLE - Conservation Restrictions - Basics and Recent Developments You Need to Know

06/20/2017 - 09:00 AM to 01:00 PM
Conservation Restrictions can have the potential to give those involved great tax benefits, but if not done properly can create many difficulties for your client....
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CLE - Massachusetts Tax Update for 2017

06/06/2017 - 12:30 PM to 01:30 PM
After this seminar, attendees will have a better understanding of current developments pertaining to Massachusetts tax administration, legislation and litigation. ...
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Tax Reform Under the Trump Administration: What Practitioners Should Expect

05/23/2017 - 12:30 PM to 01:30 PM
Our panel of experts will help practitioners determine which of the tax proposals discussed during the presidential campaign are likely to have the most significant and immediate impact on their clients....
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Recent Developments and Current Issues for Retirement Plans

05/11/2017 - 12:00 PM to 01:00 PM
Need to get up to speed on the many different developments affecting retirement plan documentation, operation and regulation? This program has you covered!...
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What's New in Massachusetts Local Property Taxation

05/02/2017 - 12:00 PM to 01:00 PM
Join us to hear about the current developments pertaining to Massachusetts local property tax....
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POSTPONED: An Update on Country by Country Reporting for Multinational Entities

04/13/2017 - 12:00 PM to 01:00 PM
This program will provide an update on the current status of the country-by-country reporting requirements for multinational businesses....
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Key Strategies for Addressing Critical Tax Issues in M&A Transactions

03/23/2017 - 12:30 PM to 01:00 PM
This program will provide a summary of the tax considerations related to determining the structure of a transaction, including discussions of the requirements for tax-free reorganizations and the impact of Section 338(h)(10) elections....
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North of the Border: The New Hampshire Tax System and Top Mistakes to Avoid

03/07/2017 - 12:00 PM to 01:00 PM
Our speakers will discuss the NH tax system and highlight some of the key nuances of the system, including the most common traps for the unwary, particularly for Massachusetts residents and businesses that cross the border....
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Tax Law for New Lawyers and Business Lawyers – a Primer

03/03/2017 - 12:30 PM to 02:00 PM
Advising business clients often requires a basic understanding of tax law.  This program is designed to introduce both new lawyers and experienced non-tax lawyers to the nuts and bolts of tax law.   Our panel of tax experts will discuss the framework and key issues of federal, international and state tax law, as well as ERISA.  The program will help provide you with the tools to understand basic tax issues that commonly arise in business matters and to spot difficult issues that may require additional guidance....
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Health and Welfare Plan Investigations and Upcoming Changes to the Form 5500

02/23/2017 - 12:00 PM to 01:00 PM
The discussion will focus on DOL’s enforcement program for health and welfare plans and upcoming changes in the Form 5500 reporting obligations for health and welfare plan sponsors. After this seminar, attendees will know what to expect from a DOL investigation of a health and welfare plan or service provider, as well as an overview of the significant increases in the reporting obligations for health and welfare plan sponsors....
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