Tax

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

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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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.

Asset Protection for Single Seniors

This past spring I did a set of Council on Aging seminars on the legal issues single seniors face. If you are single, and you want your children or friends to avoid the time and expense of probate after you …

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Elder Law Clinics

My fall elder law presentations kick-off on September 18th!  Learn about Irrevocable Trusts:  Do you need one?  Is the one you have working? Below is a listing of my upcoming programs.  Contact your local Council on Aging for more information …

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Upcoming Elder Law Clinics

    Estate planning, tax minimization and asset protection concerns are very different for single people versus married couples.  Learn what steps singles need to take to protect yourself and preserve your assets.  Attend one of my elder law seminars …

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Lisa Neeley featured in NAELA News

Mirick O’Connell’s Lisa Neeley was recently interviewed in NAELA News. Click here for the feature.…

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Elder Law Seminars

During the next couple of months, my elder law seminars will be focusing on how the new Massachusetts CARE Act, changes to the federal tax code, the tightening of MassHealth regulations, and other changes in the law might affect you, …

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Highlights of the New Tax Bill

On December 22, 2017, the President signed into law a new tax bill that has dramatic effects on the current tax system.  Here are highlights affecting most individuals: Increase in the standard deduction to $12,000 for individuals filing single and …

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‘Tis the Season for Giving

This is the time of year when I receive numerous calls from clients asking about year-end gifts they want to give to their children or other relatives and friends. Many have questions about the amount they can gift away without …

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Elder Law Seminars: Honoring Choices

During the next couple of months, my elder law seminars will be focusing on “Honoring Choices” in regards to your health care planning, should you become ill or in case of an emergency.  Below is a listing of my upcoming …

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Leaving Your Wealth in Trust for the Protection of Your Children

Consider how your assets can benefit, or perhaps complicate, the lives of your children or other loved ones when you pass away. You know your children better than almost anyone else, and your estate plan should take into consideration their …

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MCLE Webinar on 7/18 to discuss the Daley and Nadeau decisions and their implications for irrevocable trusts and Medicaid planning

Lisa Neeley will be speaking about her role as lead counsel in the Nadeau case as well as offering her thoughts on the future of Medicaid planning in Massachusetts. Click here for more information and to register for the Webinar.…

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Our Practices