Tax Briefings 2017


Sullivan & Worcester's Tax Briefings provide invaluable tax information and planning strategies for individuals, businesses, executives and their advisors. Each program takes place at S&W’s Conference Center (One Post Office Square, Boston) from 4:00 p.m. until 5:45 p.m., followed by a cocktail reception and light appetizers. The seminars are complimentary and attendees will receive 2 hours of continuing education credit. A CPE Certificate will be available to attendees at the end of each briefing.

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 Download the 2017 Schedule


Presentations will be made available following each event. Please feel free to contact Sullivan & Worcester at with any questions.

Recent Developments in the Hot Boston Real Estate Market — with Appropriate Tax Strategies!

February 15, 2017
Joseph B. Darby III
Ashley Brooks

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Massachusetts Tax Residency: Should I Stay or Should I Go?

March 29, 2017
Joseph B. Darby III
Richard Jones
David Nagle

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Transitioning the Family Business: Keep, Sell or Feud?

April 26, 2017
Joseph B. Darby III
Brian Hammell

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Representing Taxpayers Before the IRS and DOR

May 24, 2017
Joseph B. Darby III
David Nagle
Daniel Ryan

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Taxes on the House: A Sophisticated Seminar on Local Property Taxes

June 28, 2017
Joseph B. Darby III

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Practical Guide to Mergers, Acquisitions and Business Sales

September 27, 2017
Joseph B. Darby III

Drawing Up a Plan: Tax and Business Strategies for Artists and Collectors... and Their Advisors!

October 25, 2017

Foreign Bank Account Wars: The IRS Strikes Back

November 15, 2017

2017 Year-End Tax Planning

December 6, 2017

Tax Mania! Make Your Financial Statement Great Again Under the Trump Tax Act

DATE TBD, 2 weeks following passage of major tax act.