Sullivan & Worcester LLP is particularly adept at handling SALT matters and chiefly represents high-profile clients facing tax controversy within Massachusetts. Jointly leading the team are Richard Jones, David Nagle and Daniel Ryan, all of whom are based in Boston. Jones is a SALT expert who has extensive experience working with clients in the technology, retail, and media industries. Nagle, who is a co-managing partner of the firm, additionally covers federal disputes, as does Ryan, who also maintains a non-contentious practice which covers transactional planning. Caroline Kupiec, who also works from Boston, provides key support to clients facing audits and litigation.
Key clients
- Lumen
- Medtronic
- Akamai Technologies, Inc.
- State Street Corporation
- TTI, Inc.
- Tenet Healthcare
Work highlights
- Acte in Reagan v. Commissioner of Revenue, a case with broad implications for state tax policy as well as affordable housing in Massachusetts, before the Massachusetts Supreme Judicial Court.
- Represented Akamai in litigation before the Massachusetts Appellate Tax Board.
- Represented State Street Bank & Trust Company, together with many of its software vendors, in 21 litigation actions before the Massachusetts Appellate Tax Board seeking tax refunds in the aggregate amount of approximately $7.2m.
Practice head
The lawyer(s) leading their teams.
Richard Jones, David Nagle, Daniel Ryan