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Member Breakfast 4/24: “What Tax Reform Means for Massachusetts and the National Economy”

April 24 @ 7:30 am - 9:00 am

On April 24th, the U.S. will be four months into the 2017 tax legislation (P.L. 115-97) – the most significant tax reform law in over three decades. PioneerLegal invites you to join us at the Omni Parker House as we host a panel of national experts to discuss the implications of the new law. Presenters will share their insights on what to expect for individuals and businesses, as well as the legislation’s impact on the national economy and federal budget.

Please join us on April 24th in Boston for a breakfast featuring a panel discussion by national tax policy experts Bob Stack and Jeff Kummer from Deloitte Tax LLP, Washington, D.C., and Julie Hogan Rodgers and Matthew Schnall, tax partners from the Boston office of WilmerHale. For more information on the speakers, please see their bios below.

Learn more and RSVP by contacting Lauren Corvese: lcorvese@pioneerinstitute.org.

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Speakers

Robert Stack, Managing Director, Deloitte Tax LLP

Robert (“Bob”) is a Deloitte Tax LLP Managing Director in Deloitte’s Washington National Tax-International Tax Services group. Bob previously served as the deputy assistant secretary for international tax affairs at the U.S. Department of Treasury. Bob advises Deloitte’s U.S. clients and collaborates with Deloitte’s global member firms on international tax developments and initiatives, including those from the Organisation for Economic Co-operation and Development. 

 

Jeff Kummer, Managing Director, Deloitte Tax LLP

Jeff has over 20 years of experience in the tax policy arena and is currently responsible for communicating emerging tax developments in the U.S. Congress, the Internal Revenue Service and Treasury Department, and the federal courts to the Firm and its clients. Jeff oversees the content development of Tax News & Views as well as thought leadership publications on issues such as the U.S. deficit and prospects for fundamental tax reform. His Capitol Hill experience includes working on tax and budget issues for former U.S. Senator and Senate Finance Committee member Steve Symms, R-Idaho. Jeff holds a BS in Political Science from the University of Idaho and an MBA from Johns Hopkins University.

Julie Hogan Rodgers, Partner, WilmerHale

Ms. Rodgers has extensive experience in the practice of tax law, focusing on taxable and tax-free mergers and acquisitions, spin-offs, bankruptcies and restructurings, and lending and financing transactions. She advises on tax-related matters for a myriad of industries, including technology, life sciences, financial services, energy, clean technology and manufacturing, among others. Ms. Rodgers is also a member of the firm’s State and Local Tax Group, and she has extensive experience in state income taxation and state sales and use taxes. In addition, her practice includes representing clients in federal and state tax controversies in which she has successfully resolved complex tax issues before the Internal Revenue Service and state taxing authorities. Ms. Rodgers is a member of the Tax Sections of the American Bar Association and the Boston Bar Association and the Boston Tax Forum. She is current co-chair of the Boston Bar Association’s Tax Section and former chair of the American Bar Association’s Corporate Tax Committee. She earned a bachelor’s degree in chemical engineering from Villanova University and a JD from Harvard Law School.

Matthew Schnall, Partner, WilmerHale

Mr. Schnall has more than 20 years of experience representing clients in complex tax matters, including tax controversies, transactional planning, administrative rulings, and tax regulatory compliance. He has extensive experience with corporate and partnership tax issues, international taxation, state and local taxation, investment management, real estate, and reporting and withholding. His transactional work includes tax advice on mergers and acquisitions, spin-offs and split-offs, equity and debt financings and lending transactions, registered and private investment funds, and business liquidations, restructurings, and workouts. He handles controversies involving federal income, employment and estate taxes, retirement plans, and state income, corporate, sales and use, and property taxes, as well as constitutional issues. Mr. Schnall is an Adjunct Professor in the Graduate Tax Program at the Boston University School of Law.

Details

Date:
April 24
Time:
7:30 am - 9:00 am
Event Category: