Discussing tax laws and procedures

News

Beyond the Billable: Financial Literacy Volunteers Share Their Stories

On Wednesday, February 26th, the BBA will celebrate the 10th anniversary of the M. Ellen Carpenter Financial Literacy Program, which is a collaboration between the BBA and the United States Bankruptcy Court for the District of Massachusetts. The BBA will host a reception beginning at 5 p.m. to thank program volunteers who have taught over 3,300 students statewide how to make sound financial decisions.

As the excitement for this event builds, BBA Week asked the program's volunteers:

"What did you enjoy most about volunteering with the M. Ellen Carpenter Financial Literacy Program?"
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The New Year Means New Reasons to Give Back

Is your New Year’s resolution to get more involved in the community this year? Beyond the Billable is here to help. Take a look at this list of upcoming public service trainings and events during the month of January to get you started...
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Tax Committees

  • ERISA Committee
    This committee focuses on tax and labor law relating to qualified and non-qualified employee retirement and welfare benefit plans and executive compensation. Its monthly meetings deal with a range of topics, including benefits and compensation planning techniques and plan design; emerging issues; and federal and state statutory and regulatory changes affecting benefit plans.

    Contact Information

    Christian A. Giorgi

    Putnam Investments

    Amy Sheridan

    Sullivan & Worcester LLP

    (617) 338-2897

  • Federal Tax and Business Transactions Committee
    This committee addresses a range of federal taxation issues, including issues relating to corporate mergers and acquisitions, corporate spin-offs and split-ups, business formations, structuring debt and equity investments, tax-favored investment vehicles (e.g. RICs, REMICs, FASITs and REITs) and other business transactions.

    Contact Information

    Christopher McLoon

    Verrill Dana LLP - ME

    (207) 253-4536

    Patrick J Hannon

    Sugarman, Rogers, Barshak & Cohen, P.C.

    (617) 227-3030

  • International Tax Committee
    This committee covers international taxation issues. Treasury and IRS officials periodically are invited to address the committee.

    Contact Information

    Michael Charles Fondo

    Audax Management Company, LLC

    (617) 859-1519

    Laura Thompson

    KPMG, LLP

  • State & Local Tax Committee
    This committee focuses on Massachusetts tax issues and frequently features speakers from the Massachusetts Department of Revenue.

    Contact Information

    Jason M. Zorfas

    Ernst & Young LLP

    (617) 585-3554

    Scott M. Susko

    McDermott Will & Emery

    (617) 535-3866

  • Steering Committee
    The leadership committee of the Section organizes programs and discusses policy. To inquire about opportunities, please contact the Section Co-Chairs.