Jeffrey P. Hart
Massachusetts
Tarlow, Breed, Hart & Rodgers, P.C.
101 Huntington Avenue
Prudential Center
Boston MA 02199
Tel: (617) 218-2013
Email:
jhart@tbhr-law.com
Web:
www.tbhr-law.com
Earlier in his career, Jeff practiced as a certified public accountant with Arthur Andersen & Co in Chicago, IL.
Honors & Awards:
- Named U.S. News Best Lawyer for Tax Law 2018-2020
- Named a Massachusetts Super Lawyer 2004-2017.
- Voted one of the Top 100 Lawyers in Massachusetts for work with closely held businesses.
- Selected for inclusion in Best Lawyers in America for Tax Law.
- Selected by Martindale-Hubbell as a Top Rated Lawyer in Trust and Estates.
- AV Peer Review Rated by Martindale-Hubbell.
- Certified Public Accountant (Illinois 1979-1983).
Recent Publications:
- Non-Qualified Plans for Family Businesses, FBA Webinar
- Quoted: “How To Write Your First Estate Plan,” Forbes.com
- Quoted: “Mass. banks: Financing ‘doom and gloom’ not true,” Boston Business Journal
- New Rules Accelerate Taxation of Deferred Compensation, Massachusetts Lawyers Weekly
- Estate Planning for Family Owned Businesses, MCLE
- New Tax Strategy Can Eliminate 10.5% Financial Institution Excise Tax
- Buy-Sell Agreements for Shareholders, Boston Business Journal
- Limited Liability Companies—The Entity of Choice in Massachusetts, National Business Institute
- Family Limited Partnerships and Limited Liability Companies in Massachusetts, National Business Institute
- Estate Planning 101—Wills, Trusts and Estate Tax Planning, LIFENOTES
- The New Massachusetts Estate Tax
- Estate Planning, Medicaid Planning & Long Term Care, LIFENOTES
- S Corporations are Becoming More Appealing Vehicles for Leveraged Investments, Small Business Taxation
Virtually every business decision, real estate transaction, personal or financial venture is directly affected by changes in the tax laws. No transaction should be completed today without consideration of tax consequences.
The firm’s taxation experience includes acquisitive and divisive corporate reorganizations, partnership taxation, tax-free exchanges, optimizing capital gain treatment, deferred compensation planning, and other federal and state tax planning arrangements. The firm also has an active tax dispute resolution practice favorably resolving controversies with the Internal Revenue Service and the Massachusetts Department of Revenue on behalf of our clients.
Our tax attorneys advise and guide clients through a myriad of federal and state tax issues involved in tax-free corporate reorganizations, partnership structure and special allocations, selection of forms of organization, tax-free exchanges, compensation and employee benefits, acquisitions and divestitures, liquidations, tax audits and compliance issues.
Our tax attorneys collaborate with the firm’s litigation group on tax issues associated with dispute resolution, and with estate planning and real estate attorneys on interrelated casework. As the tax laws continue to change, it is crucial for our business and tax attorneys to be involved early in the planning process. Clients who are able to make informed choices receive the benefit, not the burden, of the tax law.
We realize the necessity, not only to be aware of existing tax laws, but also to remain abreast of pending state and federal legislation that may affect a client’s interests. Being informed and responsive can make the critical difference in assuring minimal risk and delivering value and results.
Since 1991, the lawyers of Tarlow, Breed, Hart & Rodgers, P.C. have provided sophisticated legal counsel to families, entrepreneurs, businesses, individuals, and institutions. The firm offers expertise in Corporate Law and Business Transactions, Taxation, Family Business, Estate Planning and Administration, Litigation and Dispute Resolution, Family Law, Hospitality Law, Real Estate and Land Use. The firm’s partners (members of the professional corporation) and their particular areas of ability present a rich combination of experience and perspective.
Tarlow, Breed, Hart & Rodgers, P.C. is a member of the International Business Law Consortium (IBLC). Established in 1996, the IBLC comprises over 100 independent law firms, tax advisers and business consultancies providing a range of easily accessible services around the world. The IBLC was established by The Centre for International Legal Studies, which promotes the dissemination of information among members of the international legal community.
The goal in every case is to help clients make informed decisions and achieve their goals. From initial meeting to resolution, the firm’s attorneys are easily accessible and communicative, working directly with clients. By carefully listening and utilizing years of expertise and 21st century firm resources, the firm’s attorneys find creative solutions for clients. This approach has resulted in lasting relationships of trust and confidence.