Amy E. Sheridan
Amy E. Sheridan is a partner in the Tax Department of Sullivan & Worcester's Boston office. She concentrates her practice in the employee benefits and executive compensation area and is experienced in addressing documentation and compliance issues for welfare plans (including federal health care reform and HIPAA privacy and security requirements), qualified retirement plans and individual retirement accounts. She designs and reviews nonqualified deferred compensation arrangements, including for compliance with Internal Revenue Code Sections 409A and 457A. Ms. Sheridan is also experienced in analyzing ERISA prohibited transaction, fiduciary and reporting issues.
News & Publications
- Employment & Benefits Group Awarded NEEBC Employee Benefits Best Practices Award, S&W Press Release (December 12, 2018)
- Employment & Benefits News and Developments, S&W Client Advisory (November 20, 2018)
- Sullivan & Worcester Ranked in the 2018 Edition of The Legal 500 United States, Press Release (May 30, 2018)
- Compensation and Benefits Aspects of the New QBI Deduction, Tax Notes (April 30, 2018)
- Employment & Benefits News and Developments, S&W Client Advisory (February 20, 2018)
- Trump tax reform likely to boost investments and M&A from Israel, lawyers say, The Times of Israel, Quoted (November 12, 2017)
- A Question-and-Answer Guide to Code Section 409A, S&W Client Advisory Updated as of October 2017
- Sullivan & Worcester Ranked in the 2017 Edition of The Legal 500 United States, S&W Press Release (May 31, 2017)
- Sullivan & Worcester Ranked in the 2017 Edition of Chambers USA, S&W Press Release (May 26, 2017)
- FICA Taxes and Administrative Traps for Employers, S&W Client Advisory (April 14, 2017)
- 2017 Reminders and Developments, S&W Client Advisory (January 23, 2017)
- Sullivan & Worcester Receives Award for Cross-Border Deal of the Year from The M&A Advisor, The M&A Advisor (November 14, 2016)
- Sullivan & Worcester Ranked in the 2016 Edition of The Legal 500 United States, S&W Press Release (June 15, 2016)
- Sullivan & Worcester Ranked in the 2016 Edition of Chambers USA, S&W Press Release (May 27, 2016)
- 2016 Limits and Other Developments, Benefits Brief (October 27, 2015)
- Sullivan & Worcester Ranked in the 2015 Edition of The Legal 500 United States, S&W Press Release (June 3, 2015)
- Sullivan & Worcester Ranked in the 2015 Edition of Chambers USA, S&W Press Release (May 26, 2015)
- Beyond the basics of Internal Revenue Code Section 409A, Massachusetts Lawyers Weekly (April 20, 2015)
- Good News…..Maybe, Benefits Brief (December 23, 2014)
- The Lurking Risks of Employee Benefits, ACC Docket, Practice Area Briefings (December 5, 2014)
- Sullivan & Worcester Partner Appointed to Boston’s Compensation Advisory Board, S&W Press Release (November 21, 2014)
- 2015 Year-End Reminders and Developments, Benefits Brief (November 12, 2014)
- Sullivan & Worcester Attorneys Selected as 2014 Rising Stars, New England Super Lawyers Magazine (October 17, 2014)
- Sullivan & Worcester Ranked in the 2014 Edition of The Legal 500 United States, S&W Press Release (June 27, 2014)
- Practitioner Alerts MNEs to IRS Focus on Deferred Compensation Tax Rules, Worldwide Tax Daily, Tax Notes Today, Quoted (May 23, 2014)
- Sullivan & Worcester LLP Announces New Partners, S&W Press Release (January 7, 2014)
- 2014 Year-End Reminders and Health Care Reform Developments, Benefits Brief (November 7, 2013)
- Sullivan & Worcester Attorneys Selected as 2013 Rising Stars, New England Super Lawyers Magazine (October 21, 2013)
- The Interaction of Employment Taxes with the New Medicare Tax, Business Entities September/October 2013
- U.S. Tax Penalty for Gay Couples is Disappearing, The Boston Globe, Quoted (August 2, 2013)
- The Supreme Court’s Decision to Overturn DOMA: What it Means for Employers, S&W Client Advisory (June 28, 2013)
- Health Insurance Reform: Prep Your Staff for the Changes, Entrepreneur, Quoted (June 12, 2013)
Seminars & Presentations
- Calculating the New IRC §199A: 'Qualified Business Income' With a 20% Deduction for Pass-Through Entities and Schedule C Filers
Massachusetts Association of Accountants (November 19, 2018) - Tax Law Overview
Harvard Law School Tax Law Podcast Series (June 21, 2018) - The Qualified Business Income (QBI) Deduction: It Actually Makes Sense
Massachusetts Association of Accountants (MAA) (June 12, 2018) - Legal and Regulatory Update
Massachusetts Society of CPAs (MSCPA) (May 21, 2018) - The 11th Annual Worldwide Tax Update
Sullivan & Worcester Conference Center (May 15, 2018) - Cutting through the pass-through business tax jungle
Webinar - Sponsored by Boston Private (March 29, 2018) - The Qualified Business Income (QBI) Deduction: It Actually Makes Sense!
Sullivan & Worcester Conference Center, Boston, MA (March 28, 2018) - The 2017 Tax Act
Sullivan & Worcester Conference Center, Boston, MA (January 31, 2018) - Tax Reform Roundtable: What It Means to You, Your Business and Your Investments
Boston Private’s Best Practices for Business Webinar (January 11, 2018) - Crossing the Border (With a Smile)
Berkovitch St 4, Tel Aviv-Yafo (October 31, 2017) - Hot Topics in Retirement Plans
Massachusetts Society of CPAs (MSCPA) (May 19, 2017) - 10th Annual Worldwide Tax Update
Sullivan & Worcester Conference Center, Boston, MA (May 16, 2017) - 9th Annual Worldwide Tax Update
Sullivan & Worcester Conference Center, Boston, MA (May 17, 2016) - Total Rewards for Executives: Attract, Retain and Motivate Key Leadership Talent
New England Employee Benefits Council (NEEBC) (May 4, 2016) - ERISA Fiduciary Developments
Boston Bar Association (June 2, 2015) - Best Practices for Minimizing Fiduciary Risk and Executing a Productive Investment Committee Meeting
BDO USA, LLP (May 19, 2015) - The Importance of Employment and Non-Competition Agreements in a Family Business
Sullivan & Worcester Conference Center, Boston, MA (May 5, 2015) - Employment and Benefits Basics for Startup Companies
S&W Startup Series, Sullivan & Worcester, Boston, MA (January 22, 2015) - Annual Seminar for CFOs and HR & Benefits Professionals
Pinnacle Financial Group (June 19, 2014) - The 7th Annual Worldwide Tax Update
Sullivan & Worcester Conference Center (May 20, 2014) - Legal Perspectives on Obamacare: The Facts not the Rhetoric
A Pre-Law Society/Wellesley Lawyers Network/Wellesley College Alumnae Association (March 4, 2014) - Employment and Benefits Basics for Startup Companies
S&W Startup Series, Sullivan & Worcester, Boston, MA (February 25, 2014) - 2013 Year-End Tax Planning Strategies
Sullivan & Worcester Conference Center (December 4, 2013) - A Summary of the Affordable Health Care Act
Massachusetts Society of Enrolled Agents (MaSEA) (September 19, 2013) - Examining Post-DOMA Tax Implications
Boston Bar Association (September 10, 2013) - New 3.8% Net Investment Income Tax: Planning for Closely Held Companies
Strafford Teleconference (July 16, 2013) - Annual Seminar for HR and Benefits Professionals
Westin Hotel (Waltham, Massachusetts) (June 20, 2013) - The New Medicare Tax on Net Investment Income
Boston Bar Association, Tax Section (January 10, 2013) - Establishing International Operations
Financial Executives International (FEI) (December 14, 2012) - Annual Seminar for HR and Benefits Professionals
Pinnacle Financial Group (June 20, 2012) - Annual Seminar for Benefits Professionals
Pinnacle Financial Group (June 21, 2011) - How to Accumulate and Manage Wealth
Boston Bar Association, New Lawyers Section (February 18, 2010)
