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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Stock or Assets? Tax Considerations in the Purchase and Sale of a Corporation

12/12/2013 - 12:00 PM to 01:00 PM
Please join our distinguished panelists as they discuss deemed asset sales under Sections 336(e) and 338(h)(10) of the Internal Revenue Code. The panel will explain how a deemed asset sale impacts buyers and sellers, identify issues that should be considered when making such an election, and provide an overview of the process for doing so, with a particular focus on the recently enacted Treasury regulations implementing Section 336(e)....
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Multistate Tax Update by Karl Frieden from the Council on State Taxation

12/04/2013 - 12:00 PM to 01:00 PM
Please join the State & Local Tax Committee for our December brown bag luncheon featuring Karl Frieden. Karl is currently the Vice President, General Counsel of the Council on State Taxation (COST) in Washington, D.C. Karl will discuss key trends, legislation, and court cases so far in 2013....
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How a Tax Bill Becomes a Law in Massachusetts – An Educational Session with Senator Michael Rodrigues

11/06/2013 - 12:00 PM to 01:00 PM
Please join the State & Local Tax Committee for our November brown bag luncheon, which will feature Senator Michael J. Rodrigues, Senate Chair, Revenue Committee. Senator Rodrigues represents the 1st Bristol and Plymouth District. He will lead us in an educational discussion of how a tax bill becomes a law in Massachusetts, providing an overview of the process, and taking questions from attendees....
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Introduction to the FATCA Registration Portal

10/21/2013 - 12:00 PM to 01:00 PM
We will provide a brief introduction to FATCA registration: Who needs to register? What categories of registration are there? In what situations might a U.S. financial institution register under FATCA? How is registration done on the IRS FATCA registration web portal? What are the relevant deadlines? Join us for a scintillating discussion of FATCA registration and the new IRS FATCA registration portal....
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A Conversation with the Massachusetts Commissioner of Revenue

10/02/2013 - 12:00 PM to 01:00 PM
Please join the State & Local Tax Committee for our October brown bag luncheon, which will feature Amy Pitter, Massachusetts Commissioner of Revenue. The Commissioner and her advisers will provide an update on current initiatives, with a focus on the Department of Revenue’s perspectives on the recently passed transportation finance bill....
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CLE - The EB-5 Investor Visa Program: Issues that Arise in Immigration, Tax, and Business Law

10/01/2013
Issues related to job creation, foreign investment, taxation, and immigration collide under the EB-5 Investor Visa Program. Join us to learn about the current requirements to obtain a green card as well as strategies for job growth and investment stimulation....
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CLE - Examining Post-DOMA Tax Implications

09/10/2013
Our panel of tax experts will discuss the recent Supreme Court Ruling in United States v. Windsor and the immediate and possible retroactive effects under federal tax and related laws. This program will provide analysis of the numerous tax implications and discuss best-practices for advising both institutional and private clients in light of the ruling....
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Lunch with Michael Widmer, President of the Massachusetts Taxpayers Foundation

09/04/2013 - 12:00 PM to 01:00 PM
Please join the State & Local Tax Committee for our monthly brown bag luncheon, which will feature Michael Widmer, President of the Massachusetts Taxpayers Foundation. He will discuss tax-related legislative developments, specifically the recently passed Transportation Finance Bill, and other topics of current relevance....
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CLE - Trusts & Estates Year in Review 2013

06/20/2013
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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CLE - Massachusetts Tax Update for 2013: Annual Spotlight on Recent Developments

06/19/2013
This program is your one stop shop for a comprehensive review of the latest legislative changes, administrative pronouncements, and trends in Massachusetts tax litigation and policy. A reception will follow....
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FATCA Update

06/06/2013 - 12:00 PM to 01:00 PM
In the update, we aim to provide some highlights from the final FATCA regulations issued in January 2013, developments related to intergovernmental agreements, the more immediate deadlines and the status of IRS guidance for implementing the new FATCA regime....
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CLE - When Non-Profits Cooperate and Collide: Non-Profit Corporate Affiliations

05/08/2013
At this program, practitioners from a number of sectors will discuss the different affiliation techniques that they use, describe the creation, operation and dissolution of for-profit subsidiaries, and discuss the benefits and pitfalls of corporate membership relationships among nonprofit organizations; including the fiduciary and liability implications of such relationships....
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A View From the Board, Featuring Appellate Tax Board Commissioner Frank Scharaffa

05/01/2013 - 12:00 pm to 1:00 pm
Please join the State & Local Tax Committee for our monthly brown bag luncheon, which will feature Commissioner Frank Scharaffa of the Massachusetts Appellate Tax Board (ATB). Now in his 25th year at the ATB, Commissioner Scharaffa is the longest serving Commissioner in the Board's history, and was recently appointed to another term....
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