State & Local Tax
| Joseph X. Donovan | Counsel | (617) 338-2860 | jdonovan@sandw.com | vCard |
| Richard L. Jones | Partner | (617) 338-2482 | rjones@sandw.com | vCard |
| David J. McLaughlin | Counsel | (617) 338-2833 | dmclaughlin@sandw.com | vCard |
| David J. Nagle | Partner | (617) 338-2873 | dnagle@sandw.com | vCard |
| Daniel P. Ryan | Partner | (617) 338-2457 | dryan@sandw.com | vCard |
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TaxNotes, November 12, 2018
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TaxNotes, October 22, 2018
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The Boston Globe, September 21, 2018
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Law360, September 17, 2018
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Law360, August 27, 2018
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The Boston Globe, August 10, 2018
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Law360, July 13, 2018
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Law360, July 11, 2018
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Law360, June 29, 2018
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Tax Notes Today, June 26, 2018
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Tax Notes Today, Boston Herald, Law360, WBUR, June 22, 2018
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Bloomberg, June 22, 2018
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Boston Herald, June 22, 2018
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Tax Notes Today, June 22, 2018
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Law360, June 21, 2018
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WBUR, June 21, 2018
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Law360, June 20, 2018
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WAMC Northeast Report, June 18, 2018
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Samuel C. Bombaugh, Joseph X. Donovan, Richard L. Jones, David J. Nagle, Daniel P. Ryan, Douglas S. StranskyS&W Client Advisory, June 13, 2018
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Bloomberg BNA, May 18, 2018
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ExpertGuides, May 17, 2018
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Law360, April 13, 2018
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State Tax Today, Bloomberg BNA, February 7, 2018
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Massachusetts Lawyers Weekly, February 1, 2018
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Massachusetts Taxation and DOR Practice, January 30, 2018
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Massachusetts Taxation and DOR Practice, January 30, 2018
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Banker & Tradesman, January 7, 2018
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Massachusetts Lawyers Weekly, January 4, 2018
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Bloomberg Tax, December 29, 2017
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WGBH News, November 2, 2017
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Tax Notes Today, October 20, 2017
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Boston Herald, September 28, 2017
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State Tax Today, August 2, 2017
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The Boston Herald, June 30, 2017
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State Tax Today, June 27, 2017
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State Tax Today, June 7, 2017
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NPR Radio, June 2, 2017
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WBUR Radio Boston, May 11, 2017
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Law360, April 10, 2017
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Tax Analysts, Tax Notes Today, April 5, 2017
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The Boston Globe, April 4, 2017
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State Tax Today, January 12, 2017
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Bloomberg BNA, Weekly State Tax Report, November 4, 2016
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June 24, 2016
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Boston Business Journal, April 1, 2016
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State Tax Today, March 30, 2016
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The Boston Globe, February 29, 2016
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Common Wealth Magazine, January 27, 2016
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State Tax Today, January 14, 2016
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Bloomberg BNA: Daily Tax Report, January 13, 2016
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State Tax Notes, November 23, 2015
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State Tax Today, November 12, 2015
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Bloomberg BNA: Daily Tax Report, November 3, 2015
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Boston Business Journal, October 16, 2015
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CEOWORLD Magazine, October 14, 2015
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The Best Lawyers in America 2016®, August 17, 2015
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Boston Business Journal, May 8, 2015
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IPT Insider, April 1, 2015
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State Tax Today, March 27, 2015
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Bloomberg BNA: Weekly State Tax Report, March 20, 2015
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Bloomberg BNA: Daily Tax Report, December 22, 2014
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State Tax Today, November 3, 2014
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Joel R. Carpenter, William J. Curry, Michael M. Davis, Patrick P. Dinardo, Joseph X. Donovan, Warren M. Heilbronner, Richard Hiersteiner, Richard L. Jones, Edwin L. Miller Jr., David J. Nagle, Ameek Ashok Ponda, Laura Steinberg, Paul E. Summit, Ilene Robinson SunshineNew England Super Lawyers Magazine, October 17, 2014
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Bloomberg BNA: Daily Tax Report, September 15, 2014
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State Tax Notes, September 8, 2014
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International Tax Review, September 4, 2014
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Bloomberg BNA: Weekly State Tax Report, August 12, 2014
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Bloomberg BNA, July 30, 2014
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State Tax Today, July 11, 2014
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State Tax Today, June 9, 2014
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Cognoscenti (WBUR), April 14, 2014
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State Tax Today, April 11, 2014
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Client Advisory, April 9, 2014
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Cognoscenti (WBUR), April 4, 2014
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State Tax Today, March 27, 2014
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Associated Industries of Massachusetts (AIM) Business Insider, March 19, 2014
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State Tax Today, January 30, 2014
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Legalease, January 8, 2014
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Boston Business Journal, December 20, 2013
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Boston University School of Law, Pro Bono Program Newsletter, October 25, 2013
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Joel R. Carpenter, William J. Curry, Michael M. Davis, Patrick P. Dinardo, Joseph X. Donovan, Warren M. Heilbronner, Richard Hiersteiner, David J. Nagle, Ameek Ashok Ponda, Laura Steinberg, Paul E. Summit, Ilene Robinson SunshineNew England Super Lawyers Magazine, October 21, 2013
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InformationWeek, August 23, 2013
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S&W Press Release, August 15, 2013
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Client Advisory, August 9, 2013
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Susan M. Barnard, John L. Chilton, Christopher C. Curtis, Jeanne P. Darcey, Patrick P. Dinardo, David H. Kaplan, David M. Leahy, George P. Lindsay, David C. Mahaffey, David J. McLaughlin, Alexander A. Notopoulos Jr., Duncan T. O'Brien, Ameek Ashok Ponda, Adam N. Weisenberg, Carol G. WolffS&W Press Release, June 4, 2013
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Michael M. Davis, Patrick P. Dinardo, David A. Guadagnoli, Richard L. Jones, David J. Nagle, Ameek Ashok Ponda, Laura Steinberg, Ilene Robinson SunshineS&W Press Release, May 24, 2013
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Boston Business Journal, May 3, 2013
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The Boston Globe, April 9, 2013
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S&W Press Release, January 16, 2013
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Massachusetts Taxation and DOR Practice, December 28, 2012
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Boston Business Journal, October 19, 2012
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Boston Business Journal, May 29, 2012
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New England Cable News, April 9, 2012
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Boston Business Journal, March 23, 2012
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The Boston Globe, March 20, 2012
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Boston Business Journal, March 2, 2012
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International Tax Review, January 30, 2012
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S&W Press Release, January 24, 2012
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Attorneys Chosen from Boston OfficeJoel R. Carpenter, William J. Curry, Christopher C. Curtis, Michael M. Davis, Patrick P. Dinardo, Joseph X. Donovan, John K. Graham, Warren M. Heilbronner, Richard Hiersteiner, David J. Nagle, Alexander A. Notopoulos Jr., Ameek Ashok Ponda, Laura Steinberg, Ilene Robinson SunshineNew England Super Lawyers Magazine, October 20, 2011
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BNA - Electronic Commerce & Law Report, October 1, 2011
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John G. Balboni, Susan M. Barnard, Christopher C. Curtis, Warren M. Heilbronner, Richard L. Jones, George P. Lindsay, David J. Nagle, Alexander A. Notopoulos Jr., Duncan T. O'Brien, Ameek Ashok Ponda, Carol G. WolffS&W Press Release, June 14, 2011
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Michael M. Davis, Patrick P. Dinardo, Richard L. Jones, David J. Nagle, Ameek Ashok Ponda, Ilene Robinson SunshineS&W Press Release, June 13, 2011
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State Tax Notes, March 28, 2011
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Boston Business Journal, January 7, 2011
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AmLaw Daily, New York Law Journal, Bay Windows, November 9, 2010
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Client Advisory, October 26, 2010
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Practical U.S./Domestic Tax Strategies, October 1, 2010
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The Journal of Multistate Taxation and Incentives, October 1, 2010
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Washington Internet Daily, August 25, 2010
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Ruling Affirms Tax Breaks for Start-Up CorporationsS&W Press Release, August 2, 2010
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Tax Break Could Boost ManufacturingThe Boston Globe, July 31, 2010
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$500,000 Pledge Halts Revenue Dept. Queries into Possible EvasionThe Boston Globe, July 28, 2010
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WebCPA, July 12, 2010
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S&W Press Release, July 8, 2010
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The AmLaw Daily, July 8, 2010
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Tax Notes, July 5, 2010
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India Abroad, May 14, 2010
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Massachusetts Lawyers Weekly, May 10, 2010
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Boston Business Journal, May 7, 2010
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State Business TaxesMay 1, 2010
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Boston Globe, April 6, 2010
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S&W Press Release, March 23, 2010
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Massachusetts Lawyers Weekly, December 14, 2009
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Massachusetts Lawyers Weekly, August 31, 2009
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Boston Business Journal, August 28, 2009
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S&W Press Release, August 25, 2009
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Various Publications, August 25, 2009
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N.H. Passes Statute to Pre-empt RulingMassachusetts Lawyers Weekly, August 10, 2009
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Daily Tax Report, July 16, 2009
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Weekly State Tax Report, July 16, 2009
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State Tax Notes, July 13, 2009
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Town Fair Tire in Grip of Towering Tax TussleTire Business, February 16, 2009
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State Tax Notes, February 9, 2009
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Targets Mass. Tire PurchasersThe Boston Globe, February 3, 2009
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December 5, 2018
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November 29, 2018
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October 24, 2018
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September 27, 2018
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September 25, 2018
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August 21, 2018
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June 19, 2018
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June 12, 2018
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May 16, 2018
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May 16, 2018
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5.14.18 (New York) and 5.15.18 (Boston)
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April 17-20, 2018
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April 6, 2018
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March 26, 2018
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January 31, 2018
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January 18, 2018
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January 18, 2018
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November 7, 2017
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June 28, 2017
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June 6, 2017 (2:00 - 5:00 p.m.)
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April 24, 2017 (12:00 - 1:00 pm)
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March 29, 2017
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February 16, 2017 (7:00 - 9:00 p.m.)
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January 17, 2017 (3:50 - 5:00 p.m.)
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November 16, 2016 (4:10 - 5:15 p.m.)
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September 30, 2016 (4:00 - 5:00 p.m.)
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June 23, 2016
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June 22, 2016 (3:30 - 5:45 p.m.)
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June 14 (9:00 a.m. - 12:30 p.m.)
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May 25, 2016 (4:00 - 5:45 p.m.)
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February 6, 2016 (7:30 a.m. - 12:30 p.m.)
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January 26, 2016 (10:45 a.m. - 12:00 p.m.)
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(previously presented 10/15, 6/15, 2/14, 12/13, 11/13, 10/13, 9/13)
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December 9, 2015 (11:00 a.m. - 1:00 p.m.)
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November 19, 2015
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November 16, 2015
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October 28, 2015
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October 24, 2015 (10:00 a.m. - 12:00 p.m.)
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September 30, 2015
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September 22, 2015 (12:00 - 1:00 p.m.)
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September 22, 2015 (10:00 a.m. - 12:00 p.m.)
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June 24, 2015
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June 18, 2015 (2:00 - 5:00 p.m.)
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June 11-12, 2015
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May 27, 2015
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May 8, 2015 (12:30 - 1:30 p.m.)
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April 29, 2015
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April 21, 2015 (2:15 - 5:15 p.m.)
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March 25, 2015
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February 25, 2015
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February 11, 2015 (11:00 a.m. - 1:00 p.m. ET)
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February 4, 2015
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January 20, 2015 (3:15 - 4:30 p.m.)
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January 20, 2015 (1:45 - 3:00 p.m.)
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December 3, 2014
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November 24, 2014
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November 12, 2014
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October 31, 2014
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October 24, 2014
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October 1, 2014
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June 25, 2014
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January 30, 2014
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January 29, 2014
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January 23, 2014
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January 23, 2014
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January 16, 2014
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December 5, 2013
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December 4, 2013
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November 15, 2013
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October 25, 2013
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September 17, 2013
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September 10, 2013
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June 19, 2013
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April 23, 2013
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March 28, 2013
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January 24, 2013
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September 14, 2012
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September 14, 2012
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June 6, 2012
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February 16, 2012
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January 26, 2012
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January 19, 2012
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November 22, 2011
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July 21, 2011
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June 23, 2011
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June 22, 2011
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(May 5-7, 2011)
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February 7, 2011
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January 13, 2011
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October 5, 2010
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October 1, 2010
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September 27, 2010
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July 29, 2010
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July 22, 2010
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June 8, 2010
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February 8, 2010
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January 22, 2010
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November 5, 2009
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October 21, 2009
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October 2, 2009
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July 24, 2009 - 7:30 a.m.
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July 22, 2009
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June 16, 2009
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June 1, 2009
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February 25, 2009 (4:30 - 6:30 PM)
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January 8, 2009
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November 7, 2008
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October 15, 2008
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September 19, 2008
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April 10, 2008
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March 28, 2008
It is an enormous challenge for businesses and individuals to understand and ensure compliance with the thousands of varied tax regimes that states and localities impose. Sullivan & Worcester has unusual depth of resources to help you meet the challenge. Moreover, we have long been recognized as a leader in the resolution of state and local tax disputes from the audit to the appellate court level. We are also experienced in sale/use tax cases involving private airplane purchases and leases. Our state and local tax group includes attorneys with many years of experience at high levels in tax agencies as well as in private tax practice. We work collaboratively to bring you advice that is informed by much more than book knowledge alone.
Representative Client Work
- Represented Fortune 500 companies, closely held businesses and individuals in some of the largest and most important tax controversies in Massachusetts
- Assisted a national retailer in resolving a sales- and use-tax dispute involving cross‑border sales
- Represented television stations in sales-tax disputes regarding the acquisition of broadcasting rights
- Advised high-net-worth individuals in connection with domicile planning and disputes
- Helped a large environmental services company integrate operations after a major acquisition so that state taxes would be dramatically reduced
- Assisted large multistate businesses and high-net-worth individuals in the voluntary disclosure of their non‑filing
- Analyzed state and local tax exposures for purposes of establishing financial statement reserves
- Assisted companies in qualifying for special, favorable tax regimes and discretionary credits and incentives
- Reviewed all significant intercompany pricing arrangements of a complex multistate financial services business for compliance with arms-length pricing principles
- Defended officers and employees who have been assessed tax as "responsible persons"
- Represented a Massachusetts corporate trust in a dispute involving the application of the Massachusetts "sting tax" to the sale of its qualified subchapter S subsidiary
- Advised a Louisiana municipality regarding the funding mechanism for its energy efficiency programs