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Our broad and deep experience includes representation of public companies, private companies, non-profits and foundations, financial services firms, mutual funds, closed-end funds (including business development companies), real estate investment trusts and others. Our clients call upon our highly skilled and experienced team with their most sensitive matters and know that they can be assured of the utmost discretion. These engagements include on-going board advice and counseling; counseling on risk management, disclosure issues, and other compliance matters; guiding clients through complex and high risk decision-making; conflicts of interest and affiliated entity concerns, fact finding concerning potential violations of laws or regulations; addressing real or perceived conflicts of interests; responding to shareholder demands; and managing client responses to investigations and enforcement actions by governmental authorities and related private litigation. We regularly serve as the interface between our board clients and third-party advisers who also provide input on such matters.
We also routinely advise on the following matters:
We counsel clients to avoid pitfalls and strategically resolve issues that arise with practical, straight-forward advice and support.
On July 29, 2026, the Securities and Exchange Commission (the "SEC") notified Nasdaq that it had received notices of intention to petition for review of the SEC's July 22, 2026 order approving Nasdaq's proposed rule change requiring listed companies to maintain a minimum Market Value of Listed Securities ("MVLS") of $5 million. Pursuant to Rule 431(e) of the SEC's Rules of Practice, the July 22, 2026 approval order has been
Boston, MA – Sullivan & Worcester has been shortlisted for the International Tax Review (ITR) Americas Tax Awards 2026 for Massachusetts Tax Firm of the Year. Nominees will be recognized and winners will be announced at the ITR Americas Tax Awards gala on October 29, 2026, in New York. The annual ITR Americas Tax Awards celebrate the most accomplished and distinguished tax and transfer pricing teams across 35 jurisdictions worldwide. In
Douglas S. Stransky, partner and leader of the Tax Practice Group, has published the second post in his series for the LexisNexis blog, examining the U.S. tax consequences that surface when a cross-border joint venture ends. Using a hypothetical 50/50 venture between a U.S. manufacturer and a German strategic investing through a U.S. corporate blocker, the post explains how the Section 704(c) method choice buried in boilerplate moves real money between
Gregory Sampson was quoted in the August 23 Banker & Tradesman article, “A Green Light for Project Lite Brite?,” examining how Massachusetts’ evolving clean energy permitting framework could reshape the development of battery storage and other clean energy projects. The article focuses on Project Lite Brite, a proposed 62,000-square-foot battery storage facility in Boston’s Brighton neighborhood, and explores how Boston’s new clean energy zoning and changes under the state’s 2024 climate
Sullivan partner Tehila Levi Lati will speak at a webinar held in collaboration with Amazon and Digate titled "Going Live in China" on September 8, 2026. Designed for decision-makers and technical leaders navigating regional expansion, the program will explore key technical, legal and operational considerations for launching in China, including cloud infrastructure, local licensing, data privacy and corporate risk management. During the webinar, Tehila will leverage her deep experience leading Sullivan's China and
When people hear “litigation,” they usually think about trials, dramatic cross-examinations and disputes beyond repair. They do not typically think about prevention. Yet one of the most valuable things a litigator can do is help avoid litigation altogether. At first glance, the concept may seem counterintuitive. Why would litigators want to reduce litigation? The answer is straightforward: it’s often in the best interest of their clients. While litigation is sometimes necessary, it
Geoffrey Wynne will participate in a panel discussion at ITFA's 52nd Annual International Trade and Forfaiting Conference alongside Ailsa McNeil, Director at Texel, and Hernan Mayol, Board Member and Representative of ITFA Americas and Chair of ITFA’s Latin America Regional Committee (LARC). The session, titled “Financing the future: From defence to critical raw materials,” will be moderated by Clarissa Dann, Editorial Director at Deutsche Bank AG. The session will explore how trade
Sullivan is excited to sponsor the Florent Code League 2026, a live Nordic programming championship that brings together students and professionals to build autonomous systems and compete in an arena. The competition begins with three weeks of online competition before culminating in live finals on August 30 in Stockholm, Sweden. The top teams will compete for €20,000 in cash prizes along with additional tool and cloud credits. Sullivan attorneys Michael Student, Ben
Since the publication of this Client Alert on July 30, 2026, several significant developments have affected the implementation of NYC’s Non-Primary Residence Surcharge (the “Pied-à-Terre Tax”), including the NYC Department of Finance (“NYC DOF”) extending the deadline for property owners to submit exemption applications to September 18, 2026. On August 7, 2026, three NYC homeowners filed a lawsuit challenging the City’s implementation of the surcharge, including the City’s process of identifying
On July 29, 2026, the Securities and Exchange Commission (the "SEC") notified Nasdaq that it had received notices of intention to petition for review of the SEC's July 22, 2026 order approving Nasdaq's proposed rule change requiring listed companies to maintain a minimum Market Value of Listed Securities ("MVLS") of $5 million. Pursuant to Rule 431(e) of the SEC's Rules of Practice, the July 22, 2026 approval order has been
Boston, MA – Sullivan & Worcester has been shortlisted for the International Tax Review (ITR) Americas Tax Awards 2026 for Massachusetts Tax Firm of the Year. Nominees will be recognized and winners will be announced at the ITR Americas Tax Awards gala on October 29, 2026, in New York. The annual ITR Americas Tax Awards celebrate the most accomplished and distinguished tax and transfer pricing teams across 35 jurisdictions worldwide. In
Douglas S. Stransky, partner and leader of the Tax Practice Group, has published the second post in his series for the LexisNexis blog, examining the U.S. tax consequences that surface when a cross-border joint venture ends. Using a hypothetical 50/50 venture between a U.S. manufacturer and a German strategic investing through a U.S. corporate blocker, the post explains how the Section 704(c) method choice buried in boilerplate moves real money between
Gregory Sampson was quoted in the August 23 Banker & Tradesman article, “A Green Light for Project Lite Brite?,” examining how Massachusetts’ evolving clean energy permitting framework could reshape the development of battery storage and other clean energy projects. The article focuses on Project Lite Brite, a proposed 62,000-square-foot battery storage facility in Boston’s Brighton neighborhood, and explores how Boston’s new clean energy zoning and changes under the state’s 2024 climate
Sullivan partner Tehila Levi Lati will speak at a webinar held in collaboration with Amazon and Digate titled "Going Live in China" on September 8, 2026. Designed for decision-makers and technical leaders navigating regional expansion, the program will explore key technical, legal and operational considerations for launching in China, including cloud infrastructure, local licensing, data privacy and corporate risk management. During the webinar, Tehila will leverage her deep experience leading Sullivan's China and
