CLE - Massachusetts Tax Update for 2015

06/18/2015 - 3:00PM to 7:00PM
The panel topics will include recent legislative and policy developments, litigation matters, and Department of Revenue public written statements, including the new apportionment regulations. The event also will provide attendees with the opportunity to network with others in the area’s state and local tax community....
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Tax Basics for Immigration Lawyers

06/16/2015 - 12:00 PM to 01:00 PM
Immigration lawyers regularly get questions from clients about US tax obligations. Learn from experts about tax strategies to be aware of in common immigration scenarios....
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CLE - ERISA Fiduciary Developments

06/02/2015 - 3:00PM to 7:00PM
Learn about the latest audit, litigation and operational developments on retirement plan fees. Hear from two expert panels discussing the most recent developments in ERISA fiduciary guidance....
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Group Exemptions: Are They Worth the Effort?

04/28/2015 - 12:30PM to 1:30PM
Need to know more about group exemptions? This program will cover IRS Guidance for group exemptions and provide practical tips for practitioners. Attendees will learn how to apply for group exemptions, when to apply, and the consequeunces of a group exemption. ...
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An Overview of Property Taxes with Commissioner Rakow

04/01/2015 - 12:00PM to 1:00PM
The Commissioner will discuss how the abatement process works including the documentation that taxpayers should provide to be successful. The program will cover the filing requirements for personal property taxes as well as exemptions that may apply....
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A Discussion of the International Tax Provisions in Obama FY 2016 Budget

03/19/2015 - 12:00PM to 1:00PM
This program will discuss the international tax provisions contained in the Obama Administration's FY 2016 Budget, and the current appetite in Washington for adopting these provisions. Our panelist will provide an overview of the provisions, the political climate that surrounds this aspect of the budget, and the practical applications. ...
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ERISA Litigation and Fiduciary Liability - What to Expect in 2015

03/10/2015 - 12:30PM to 1:30PM
Learn what to expect from recent cases and pending ERISA litigation, and best strategies to avoid such litigation. Among the cases the panel will examine are Fifth Third Bancorp v. Dudenhoeffer, in which the Supreme Court in one day set aside a defense strategy that had been successfully used for years, as well as Tibble v. Edison, heard by the Supreme Court on February 24th (decision pending as of this writing)....
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POSTPONED: An Overview of Property Taxes with Commissioner Rakow

02/04/2015 - 12:00PM to 1:00PM
Commissioner of Assessing for the City of Boston, Ronald Rakow, will provide an overview of the property tax process including how assessed values are determined and the impact of proposition 2 1/2....
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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

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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