The Boston office of Sullivan & Worcester LLP is best known for its work in contentious matters at local state level, with work for premier clients such as Lumen Technologies and Medtronic encompasses a growing stream matters at federal level. Richard Jones is the standout partner and a key adviser on SALT litigation and transactional planning. Vastly experienced tax specialist David Nagle handles disputes with the Massachusetts Department of Revenue and the IRS, while Daniel Ryan handles federal and state tax litigation as part of a broader tax advisory practice. Caroline Kupiec is active at all levels of the audit, controversy, and litigation process.
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Key clients
- Lumen Technologies, Inc.
- Medtronic
- Akamai Technologies, Inc.
- State Street Corporation
- Agero, Inc.
- Integrated IT Solutions
- Western Express, Inc.
Work highlights
- Succeeded before the Massachusetts Supreme Judicial Court in Reagan v. Commissioner of Revenue, a case with broad implications for state tax policy as well as affordable housing in Massachusetts.
- Representing Western Express, Inc., a large, nationwide transportation and logistics company in litigation against the Massachusetts Department of Revenue with significant constitutional ramifications.
- Represented State Street Corporation in its litigation against the Massachusetts Department of Revenue (DOR) in a significant, precedent setting case that upended the DOR’s longstanding position that financial institutions may not claim Research and Development (R&D) credits.
Lawyers
Practice head
Richard Jones; David Nagle; Daniel Ryan
Other key lawyers
Caroline Kupiec