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CLE - Massachusetts Tax Update for 2014

Wednesday, June 25, 2014 2:00 PM to 5:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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*Additional fees may apply for online viewing of programs via West LegalEd. BBA Members may be eligible for a discount.


Commissioner Amy Pitter of the MA Department of Revenue will open with keynote remarks to this highly anticipated annual program, followed by three panels of highly regarded practitioners and influential governmental and administrative personnel.  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 will also provide attendees with the opportunity to network with others in the area’s state and local tax community.

Please join us for a networking reception following the program.

Agenda and Topics:
Opening Remarks and Welcome
Leanne Scott - Director of State and Local Taxes, John Hancock Life Insurance Company
Jason Zorfas - Executive Director, Ernst & Young LLP

Keynote Address
Commissioner Amy Pitter of the MA Department of Revenue

Panel 1 – Massachusetts Legislative and Policy Developments and Trends
Rep. Jay Kaufman - Massachusettes States Representative (15th Middlesex District) and Current Co-Chair of the Legislature's Committee on Revenue
Michael Porter - Principal, Deloitte Tax LLP
Michael Widmer - President, Massachusetts Taxpayers Foundation

Panel 2 – Massachusetts Litigation Update
Mark DeFrancisco - Chief Legal Counsel, Counsel to the Massachusetts Appellate Tax Board
Brett Goldberg - Counsel to the Commissioner, Massachusetts Department of Revenue
Thomas W. Hammond, Jr. - Chairman, Massachusetts Appellate Tax Board
Richard Jones - Partner, Sullivan & Worcester, LLP

Panel 3 – Department of Revenue Administrative Developments and Public Written Statements
Thomas J. Chappell - Executive Director, State and Local Tax Services, Ernst & Young LLP
Michael Fatale - Chief of Rulings and Regulations Bureau, Massachusetts Department of Revenue

Registration Categories:
BBA Member - $130.00
Non-Member - $170.00
BBA Member - Legal Services/ Government Lawyer - $70.00
Law Student - $30.00

If the cost of this seminar would preclude you from attending, please contact us about tuition discounts.

Materials: It's so easy to be green!  The BBA offers registrants CLE course materials in both electronic and print format.  Please remember to select your option during registration.  If you opt for the electronic version, a PDF link will be email to you prior to the seminar. We encourage laptops and portable devices at the seminar, Free WiFi is available in all conference rooms!

Sponsoring Section/Committee(s):



Jacqueline Querubin


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