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 Tisha Blair at with any questions.

Recent Developments in the Hot Boston Real Estate Market — with Appropriate Tax Strategies!
February 15, 2017

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Massachusetts Tax Residency: Should I Stay or Should I Go?
March 29, 2017

Registration now open! Email for an invitation.

Tax Aspects of Buying and Selling a Family Business
April 26, 2017

Registration now open! Email for an invitation.

Representing Taxpayers Before the IRS and DOR
May 24, 2017

Town Taxes: Strategies to Minimize Massachusetts Property Taxes
June 21, 2017

Foreign Bank Account Wars: The IRS Strikes Back
September 27, 2017

Drawing Up a Plan: Tax and Business Strategies for Artists and Collectors... and Their Advisors!
October 25, 2017

Living and Dying with an S Corporation — Transition Strategies for S Corp Owners
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.