Brownfields Tax Credits in Massachusetts: An Update from MassDOR

12/16/2014 - 12:30PM to 1:30PM
The Massachusetts Brownfields Tax Credit Program provides eligible persons a tax credit of up to 50% of eligible cleanup costs provided certain conditions are met. These tax credits are a key financial tool in the redevelopment of brownfields in Massachusetts. Come hear Dan Seferian, Esq., Counsel, Rulings and Regulations Bureau, Massachusetts DOR, talk about the brownfield tax credit program, review outstanding matters and answer questions about program details. A program not to be missed!...
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CLE - When Clients Move: Addressing Changes of Domicile in Estate Planning

12/04/2014
Know what the possible implications are when your client effectively changes domicile. Learn techniques to minimize unpredictability for your clients’ future plans. ...
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National Update on State Tax Cases, Legislation & Trends

12/03/2014 - 12:00PM to 1:00PM
Join us for a discussion of the status of many state tax cases and trends in legislation affecting state tax issues....
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ERISA Litigation Update

11/13/2014 - 12:00PM to 1:00PM
Our panelist will focus on the latest legal developments from the courts and how they affect plan sponsors and service providers who work with ERISA plans....
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The Appeals Process: Early Mediation, Settlements, and Fast Track Cases

11/05/2014 - 12:00PM to 1:00PM
Massachusetts Department of Revenue representatives will discuss the new dispute resolution options for taxpayers and their representatives....
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Net Investment Income Tax: Insight from the Regulations' Author, David Kirk

10/29/2014 - 12:30PM to 1:30PM
This program will provide an overview of the Net Investment Income Tax statute and regulations. Attendees will gain insights into the approach of the regulations on key topics by hearing from one of the authors of the regulations, David Kirk. ...
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Inversion Transactions: What You Need to Know

10/09/2014 - 12:00PM to 1:00PM
Join us for a discussion and presentation of inversion transactions. Attendees of this program will learn about the basic drivers for inverting a company and the tax attributes necessary for a respectable transaction. ...
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SALT Issues in M&A

10/01/2014 - 12:00PM to 1:00PM
Catch the How-Tos in spotting and analyzing state and local tax issues in M&A transactions from both the buy and sell sides....
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Evelyn Brody on IRS Regulation of Charities Engaged in Advocacy and Politics After the 501(c)(4) Controversy

09/18/2014 - 5:30PM to 7:30PM
Evelyn Brody, Professor of Law, will discuss the question: can the IRS regulate charities engaged in advocacy and politics after the 501(c)(4) controversy?...
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The Recently Enacted MA Economic Development Bill: What You Need to Know Now

09/03/2014 - 12:00PM to 1:00PM
Learn about the latest credits and incentives available in Massachusetts under the recently enacted Economic Development Bill....
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CLE - Massachusetts Tax Update for 2014

06/25/2014
Join us at the BBA for this popular annual program for a comprehensive review of the latest legislative changes, administrative pronouncements, and trends in Massachusetts tax litigation and policy....
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Defending Businesses and Their Owners - The Five Prongs of an Effective Tax Audit Defense

06/12/2014 - 12:00 PM to 01:00 PM
This program describes the five prongs to an effective tax audit defense from the perspective of a highly experienced tax audit professional...
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CLE - Trusts & Estates Year in Review

06/10/2014
An annual hit among estate planning practitioners, this seminar offers attendees the opportunity to learn about the year’s significant developments in Massachusetts and federal laws that affect every estate planning practice....
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The Tax Treatment of Earnouts

05/29/2014 - 12:00 PM to 01:00 PM
Join us for a discussion of the tax treatment of contingent price adjustments (known as “earnouts”) in M&A transactions. The speakers will highlight key tax issues involving earnouts, including the application of the installment method, reporting requirements and the use of earnouts in asset sales. The program will also feature a discussion of the potential treatment of an earnout as a payment for services, rather than payment for the sale of assets or ownership interests, and the collateral consequences of such treatment, including under Code Section 409A. ...
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Understanding Newly-Proposed Section 871(m) Dividend Equivalent Amount Rules

05/16/2014 - 12:00PM to 1:00PM
After withdrawing an initial set of proposed rules that were issued in 2012, the Treasury issued a new set of proposed Section 871(m) regulations in December 2013. This brown bag is intended to be a discussion of the current developments under Section 871(m), focusing on the newly proposed regulations. ...
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Tax Law Year End Celebration with Talha Zobair, Senior Tax Counsel and Director of Global Tax at Raytheon

05/14/2014 - 4:00PM to 7:00PM
Talha Zobair, Senior Tax Counsel and Director of Global Tax at Raytheon, will share his views on current income tax issues in an informal social networking gathering. This open-ended discussion will last around 30 minutes. Following Mr. Zobair’s discussion, those attending are invited to stay for drinks and conversation about tax....
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Market Sourcing in Massachusetts: A Discussion of the New Regulations with Michael Fatale

04/30/2014 - 12:00 PM to 01:00 PM
Please join the State & Local Tax Committee for final brown bag luncheon of the year, featuring Michael Fatale, Chief of the Rulings and Regulations Bureau of the Massachusetts Department of Revenue. Michael will provide us with an overview of the new proposed regulations in this area, and will answer questions from attendees....
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What Does “Tax Fairness” Mean in Massachusetts? A Discussion with Brad MacDougall of AIM

04/02/2014 - 12:00 PM to 01:00 PM
Please join the State & Local Tax Committee for our April brown bag luncheon featuring Brad MacDougall, Vice President of Government Affairs for Associated Industries of Massachusetts (AIM). AIM, which is the largest employer association in Massachusetts, supports employers with public policy advocacy, human resources services, and management training. Brad will provide us with an overview of the recommendations and findings contained in Massachusetts Tax Fairness Commission’s recently released report and will discuss AIM’s position on these items....
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Corporate Tax: Recent Developments & Interesting Transactions

03/13/2014 - 12:00 PM to 01:00 PM
During this program, we'll be going over recent developments and interesting transactions in corporate tax. This will include: Granite Trust Planning: How to Recognize Built-in Losses—and Gains Loss Duplication Among Affiliates: Thrifty Oil & Duquesne Section 382 Planning...
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CLE - Fiduciary Income Tax: Planning and Strategies

03/06/2014
Join us for an in depth look at the complicated income tax rules of fiduciary accounting relative to estates and trusts, and how to keep your practice and your clients in compliance with the latest requirements and considerations....
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Executive Compensation and Employee Benefits Issues in M&A Transactions: Practical Tips for Small Firms and Solo-Practitioners

03/06/2014 - 12:30PM to 01:30PM
The panel will discuss the primary benefits and executive compensation issues that arise in business transactions, including application of IRC Sections 409A and 280G, how to address 401(k) and other qualified plans and typical covenant provisions that are the subject of negotiations between buyer and seller....
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Annual Appellate Tax Board Update, Featuring Chairman Thomas Hammond

03/05/2014 - 12:00 PM to 01:00 PM
Please join the State & Local Tax Committee for our March brown bag luncheon featuring Appellate Tax Board (ATB) Chairman Tom Hammond. Mr. Hammond has served as Chairman of the ATB since August of 2006. Chairman Hammond will provide us with valuable updates and insights regarding current happenings at the ATB....
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An Overview of Luxembourg Taxation, Planning Opportunities and Recent Developments

01/09/2014 - 12:00 PM to 01:00 PM
This session will provide an overview of the Luxembourg tax system, including an update on recent developments. Please join us for an informative discussion of the benefits of and current developments in the Luxembourg tax regime....
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