Discussing tax laws and procedures

The Bar Rises to the Occasion

The Boston Bar Association knows that in times of crisis, lawyers are uniquely positioned to provide assistance to those in need. In the wake of the Boston Marathon tragedy, the Mayor’s Office reached out to the BBA to help provide legal assistance to those small businesses in the Back Bay affected by the bombing. Our members jumped at the opportunity to volunteer their time and talent to their community.

With nearly 200 individual volunteers, 26 law firms and 3 law schools offering assistance, members of the bar have sprung into action and taken dozens of pro bono cases, with more coming in every day. We asked our volunteers about their experiences providing pro bono legal assistance to those affected:

"I wanted an opportunity to give back to the community in a time of need, providing any expertise I could to help those adversely affected by the events," said Richard Heller, Senior Vice President and General Counsel at Legal Seafood. "I believe I provided guidance in directing the client with a roadmap through the insurance maze."

"We believe in the power of the community to rally in difficult times and to support each other,” said Suzanne King, Partner at Schwartz Hannum. "Schwartz Hannum was thrilled to see the BBA step up and take a leadership role in organizing the many law firms who were interested in helping the businesses affected by the Boston Marathon bombings. We are proud of the generosity of the Boston legal community and were happy to do our part."

Along with our members, organizations across Boston heard the BBA’s call to action, including the Mayor’s Office, the One Fund, the Massachusetts Office of Victims Assistance and the Massachusetts Department of Public Safety. These organizations have listed the BBA as a resource for small businesses and individuals affected by the bombings, from offering legal assistance to help filing One Fund claims. For more information regarding those agencies with whom the BBA is working to aid victims and businesses, click here.

Some of the cases accepted by BBA volunteers deal with insurance claims, business continuity, relocation and employee matters, while more complex ones include individuals with whom the FBI has requested to speak and businesses who felt unfairly represented by marathon coverage. As the BBA continues to receive calls for assistance from individuals and businesses affected by the tragedy, we realize that the range of cases is more complex and nuanced than anticipated. We value the willingness of the bar to step up to serve the city, its businesses and its people as we recover from this tragedy. The BBA would like to thank its members for their dedication to our Greater Boston community and for their work to ensure access to justice for those affected by the Boston Marathon tragedy. To offer your assistance in this time of need, contact Katie D’Angelo at kdangelo@bostonbar.org.

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

    EMPOWER Retirement

    (617) 535-8995

    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

    Shilepsky Hartley Michon Robb

  • 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 M. Thompson


    (617) 988-1000

  • 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.