Tax Briefings 2018


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 2018 Schedule


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

Tax Mania: The 2017 Tax Act

January 31, 2018

Joseph Darby
Joseph Donovan
Gene Schlack
Amy Sheridan
Douglas Stransky

Program Outline (PDF), by Joseph Darby

Amended Internal Revenue Code Section 965 Deemed Repatriation Example (PDF), by Douglas Stransky

The Qualified Business Income (QBI) Deduction: It Actually Makes Sense!

March 28, 2018

Joseph Darby
Joseph Donovan
Amy Sheridan
Joseph ComeauManaging Director, Andersen Tax LLC

Program Outline (PDF), by Joseph Darby

Structuring and Operating a Real Estate Business After the 2017 Tax Act

April 25, 2018

Joseph Darby
Joseph Philip Forte
John Gahan
Lawrence H. Curtis, President and Managing Partner, WinnDevelopment

Program Outline (PDF), by Joseph Darby

How to Pay for College: Tax Savvy Tips for Parents

May 30, 2018

Joseph Darby
Dr. Jerry Inglet, Director, College and Education Advisory Services, Wilmington Trust
Julie F. Barron, Regional Managing Director, Private Banking, Wilmington Trust

Program Outline (PDF), by Joseph Darby

Opportunity Zones: A Remarkable Opportunity

June 12, 2018

Joseph Darby
John Balboni
Nicholas Ratti, Principal, CohnReznick
Michael Alperin, Director of Acquisitions, Beacon Communities

Program Outline (PDF), by Joseph Darby

Opportunity Zone Overview (PDF), by Dan Ryan


The Popular Passion for Pass-Through Entities May Be Kaput: Choice of Entity After the 2017 Tax Act

September 26, 2018

Joseph Darby
Daniel Cahill, Tax Manager, AAFCPAs
Richard Weiner, Tax Partner, AAFCPAs

Program Outline (PDF), by Joseph Darby

Seize the Opportunity (Zone): Latest Tax Strategies for Owners of Art and Other High-Value Assets

October 24, 2018

Joseph Darby
Jill Arnold Bull, Senior Vice President, Lockton Companies
Michelle DuBois, Director, Winston Art Group

GILTI as Charged: How to Structure U.S. Offshore Business Activities

November 14, 2018

Xtreme Year-End Tax Planning: Because Life is Like the XGames

December 5, 2018


View 2017 topics and materials