Amy concentrates her practice in the employee benefits and executive compensation area and is experienced in addressing documentation and compliance issues for welfare plans (including federal health care reform and HIPAA privacy and security requirements), qualified retirement plans and individual retirement accounts. She designs and reviews nonqualified deferred compensation arrangements, including for compliance with Internal Revenue Code Sections 409A and 457A. Amy is also experienced in analyzing ERISA prohibited transaction, fiduciary and reporting issues.
Representative Client Work
- Represented DarioHealth in negotiating a strategic partnership with Amwell (NYSE: AMWL) to deliver its cardiometabolic solution to Amwell customers
Bar & Court Admissions
- Massachusetts
- U.S. Tax Court
Education
- LL.M., Taxation, Boston University School of Law
- J.D., Harvard Law School
- B.A., magna cum laude, Wellesley College
Community Engagement
- Women's Network Advisory Board, Greater Boston Chamber of Commerce
- Boston Compensation Advisory Board
- Lecturer, Boston University School of Law, Graduate Tax Program
- Boston Bar Association, ERISA Committee, Former Co-Chair
- American Society of Pension Professionals & Actuaries - New England Benefits Council, Former Programming Chair
- Wellesley College Alumnae Association of Boston, Former Co-President
- Women's Leadership Program, Greater Boston Chamber of Commerce
Awards & Honors
- National Law Journal, Employment Law Trailblazer (2022)
- Boston Magazine Top Lawyers, Tax Law (2021, 2022)
- Best Lawyers in America® (2022, 2023)
- Chambers USA, Employee Benefits & Executive Compensation (Massachusetts) (2015-2022)
- One client commented, "Amy is stellar at seeing an issue from multiple sides and discussing pros/cons and risks of various approaches on a topic."
- The Legal 500 U.S. (2014-2020)
- "Rising Star," Massachusetts Super Lawyers (2007-2015)
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Lexology Getting the Deal ThroughMarch 20, 2023
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Client AlertMarch 7, 2023
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Press ReleaseDecember 6, 2022
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November 22, 2022
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CoinDeskNovember 18, 2022
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Boston Business Journal, QuotedSeptember 2, 2022
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SHRM, QuotedJuly 8, 2022
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Press ReleaseJuly 6, 2022
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Employee Benefit News, QuotedJune 29, 2022
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Law360, QuotedJune 24, 2022
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Press ReleaseJune 2, 2022
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Lexology Getting the Deal ThroughApril 25, 2022
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Attorney At Law Magazine, QuotedDecember 22, 2021
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Press ReleaseDecember 10, 2021
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Press ReleaseNovember 24, 2021
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Client AlertNovember 23, 2021
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November 1, 2021
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Press ReleaseMay 20, 2021
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CisionMay 18, 2021
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Lexology Getting The Deal ThroughMay 10, 2021
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Client AlertApril 19, 2021
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Client AlertJanuary 19, 2021
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Financier WorldwideAugust 24, 2020
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Client AlertJuly 21, 2020
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Press ReleaseJune 10, 2020
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Press ReleaseApril 23, 2020
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Client AlertApril 6, 2020
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April 3, 2020
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Client AlertMarch 24, 2020
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Client AlertMarch 22, 2020
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Client AlertMarch 16, 2020
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Client AlertMarch 9, 2020
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January 23, 2020
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Sullivan Client AdvisoryJune 12, 2019
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Sullivan Press ReleaseMay 30, 2019
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Sullivan Client AdvisoryMay 29, 2019
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Press ReleaseDecember 12, 2018
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Client AdvisoryNovember 20, 2018
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Tax NotesApril 30, 2018
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Client AdvisoryFebruary 20, 2018
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The Times of Israel, QuotedNovember 12, 2017
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Client AdvisoryUpdated as of October 2017
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Client AdvisoryApril 14, 2017
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Client AdvisoryJanuary 23, 2017
Seminars & Presentations
- Aftershocks of Dobbs Decision
New England Employee Benefits Council (November 17, 2022) - Correcting Common Errors in Plans
Massachusetts Society of CPAs (May 25, 2022) - Legal and Regulatory Update
Massachusetts Society of CPAs (May 25, 2022) - Advanced Basics: Retirement & Welfare Benefits To Boost Your Business
New England Employee Benefits Council (NEEBC) (September 28, 2021) - Legal and Regulatory Update
Massachusetts Society of CPAs (MSCPA) (May 18, 2021) - Legal and Regulatory Update
Massachusetts Society of CPAs (May 28, 2020) - The Challenges and Solutions for Companies Doing Business in the U.S. 2019
The Fourth Floor, Tel Aviv (June 4, 2019) - Legal and Regulatory Update
Massachusetts Society of CPAs (MSCPA) (May 30, 2019) - Tax Law Overview
Harvard Law School Tax Law Podcast Series (June 21, 2018) - Legal and Regulatory Update
Massachusetts Society of CPAs (MSCPA) (May 21, 2018) - The 11th Annual Worldwide Tax Update
Sullivan & Worcester Conference Center (May 15, 2018) - Cutting through the pass-through business tax jungle
Webinar - Sponsored by Boston Private (March 29, 2018) - The Qualified Business Income (QBI) Deduction: It Actually Makes Sense!
Sullivan & Worcester Conference Center, Boston, MA (March 28, 2018) - Tax Reform Roundtable: What It Means to You, Your Business and Your Investments
Boston Private’s Best Practices for Business Webinar (January 11, 2018) - Crossing the Border (With a Smile)
Berkovitch St 4, Tel Aviv-Yafo (October 31, 2017) - Hot Topics in Retirement Plans
Massachusetts Society of CPAs (MSCPA) (May 19, 2017) - 10th Annual Worldwide Tax Update
Sullivan & Worcester Conference Center, Boston, MA (May 16, 2017)
Practices
- Capital Markets
- Compensation and Benefits Plan Design and Administration
- COVID-19 Resource Center
- Employment and Benefits
- ERISA Fiduciary
- Executive Compensation
- Family Businesses
- Fintech & Blockchain
- International Tax
- Privacy & Data Security
- Private Investment Funds & Institutional Investors
- Real Estate, Alternative & Offshore Investment Funds
- REITs
- Tax