Our Tax Group provides clients with sophisticated federal, state and local tax advice designed to promote their business goals while mitigating their tax burden. We advise new ventures on choice of entity, executive compensation arrangements and the tax implications of traditional and alternative financing arrangements. We advise established businesses on how to structure a variety of business transactions in a tax-efficient manner, ranging from advice on how to structure the sale of the business to advice on how to structure mergers and acquisitions, debt and equity financing transactions and the funding and structure of buy-sell agreements. We work closely with our Estate Planning Group to advise business clients on succession planning and individual clients on strategies for passing their wealth to the next generation while minimizing wealth-transfer taxes. We provide our clients with practical advice regarding the tax implications associated with long and short-term business strategies.

We also have extensive experience forming new non-profit organizations. We regularly advise a number of established tax-exempt organizations on the tax aspects of proposed transactions, including unrelated business ventures, tax-exempt financings, mergers and acquisitions among non-profit entities and intermediate sanction issues associated with various compensation arrangements.

Tax Controversies

We aggressively represent individual and corporate clients in tax controversies with the IRS, the Massachusetts Department of Revenue and the U.S. Department of Justice, Tax Division. We have experience defending clients in matters pending before administrative forums such as the Appellate Tax Board, as well as in state and federal courts. We are experienced trial attorneys with the ability to take matters to trial if and when necessary. Our experience also provides our clients with the ability to negotiate successful resolutions short of trial in many circumstances.

Practice Chair

Allen J. Falke

Allen J. Falke
Of Counsel

John P. McMorrow

John P. McMorrow
Of Counsel

e-Alert: COVID-19 Legal Updates

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Free Estate Planning Clinic for Low-Income Veterans

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Tax Planning Ideas for the End of 2018

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Joint Ownership: The Good, the Bad and the Ugly

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Highlights of the New Tax Bill

Last week the President signed into law a new tax bill that has dramatic effects on the current tax system. Here are highlights affecting most individuals

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5 Ways to Incorporate Charitable Giving into Your Estate Plan

03/02/2020[ read full story ]

Trusts and Estates Newsletter - Spring 2018

06/01/2018[ read full story ]

Tracy Craig authors Kiplinger article, "Is Estate Planning Now Dead?"

05/01/2018[ read full story ]

Representative Matters

  • We have successfully negotiated settlements with the IRS, the Massachusetts Department of Revenue and the U.S. Department of Justice.
  • We have represented clients in actions pending in U.S. District Court and the Massachusetts Appellate Tax Board.
  • Representation has included a range of issues including non-payment and non-filing, failure to file tax withholding information, business valuation and residency issues.
  • We have helped our clients successfully avoid foreclosure and asset forfeiture.
  • We have successfully negotiated payment plans on behalf of clients with both state and federal authorities.


The Treasury Department recently announced that certain taxpayers will have an extra three months to pay income taxes that would otherwise be due on April 15, 2020, for the tax year 2019. This extension of time to pay is solely for …

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Over the past few weeks, our country has been deeply impacted by the COVID-19 crisis. For seniors and those with disabilities, this health crisis is particularly challenging and scary. Recently, there have been changes to the Medicaid program and guidance …

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Upcoming Legal Clinic

Below is a listing for my upcoming elder law legal clinic.  Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on …

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The Circuit Breaker Tax Credit: A Reason to Possibly Look Forward to Filing Your Tax Return

It is tax season again. You may be dreading it, or figuring you can ignore it because your income is low enough, especially if most of your income comes from Social Security. But, here is a reason to look forward …

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Does Your Power of Attorney Do What You Need it to Do?

Oftentimes at my elder law seminars I ask guests if they have a Durable Power of Attorney. Most people raise their hands. A Power of Attorney is needed to authorize someone to handle all your financial and legal affairs if …

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Make a New Year’s Resolution: Follow Frank and Mary

Frank and Mary are the fictional couple to whom I refer in my elder law seminars. They have the same questions and concerns you and your loved ones have. They also have the same interest you have in making your …

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This Season, Give Something Special and Ask for Something Special in Return

Every year around this time I like to remind people of some basic rules of giving: Gift Tax There is a cap (this year the number is $15,000) on the amount you may give to any one person in one …

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Give Your Spouse a Final Gift: Asset Protection

I often meet with a recently widowed man or woman together with one or more of their children. Typically, I am asked how the surviving parent’s assets can be protected should he or she later need nursing home care. Unfortunately, …

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Planning During the Last Year of Your Life

Thanks to modern technology and medical advances, the chances of detection of a chronic illness are much greater than they were say in the 1970s; the likelihood of living a bit longer and enjoying that extra time also outweighs that …

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Upcoming Legal Clinics

Below is a listing for my upcoming program.  Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on my You Tube …

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Our Practices


For Important Legal Updates and Resources on the Coronavirus Click Here.