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.
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
- Best Lawyers in America® (2021)
- Chambers USA, Ranked in Employee Benefits & Executive Compensation (Massachusetts) (2015-2020)
- The Legal 500 U.S. (2014-2020)
- "Rising Star," Massachusetts Super Lawyers (2007-2015)
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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 ReleaseApril 25, 2019
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Press ReleaseDecember 12, 2018
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Client AdvisoryNovember 20, 2018
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Press ReleaseMay 30, 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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Press ReleaseMay 31, 2017
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Press ReleaseMay 26, 2017
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Client AdvisoryApril 14, 2017
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Client AdvisoryJanuary 23, 2017
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The M&A AdvisorNovember 14, 2016
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Press ReleaseJune 15, 2016
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Press ReleaseMay 27, 2016
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Benefits BriefOctober 27, 2015
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Massachusetts Lawyers WeeklyApril 20, 2015
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ACC Docket, Practice Area BriefingsDecember 5, 2014
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Benefits BriefNovember 12, 2014
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New England Super Lawyers MagazineOctober 17, 2014
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Worldwide Tax Daily, Tax Notes Today, QuotedMay 23, 2014
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Business EntitiesSeptember/October 2013
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The Boston Globe, QuotedAugust 2, 2013
Seminars & Presentations
- 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) - The 2017 Tax Act
Sullivan Conference Center, Boston, MA (January 31, 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) - 9th Annual Worldwide Tax Update
Sullivan & Worcester Conference Center, Boston, MA (May 17, 2016) - Total Rewards for Executives: Attract, Retain and Motivate Key Leadership Talent
New England Employee Benefits Council (NEEBC) (May 4, 2016) - ERISA Fiduciary Developments
Boston Bar Association (June 2, 2015) - Best Practices for Minimizing Fiduciary Risk and Executing a Productive Investment Committee Meeting
BDO USA, LLP (May 19, 2015) - The Importance of Employment and Non-Competition Agreements in a Family Business
Sullivan & Worcester Conference Center, Boston, MA (May 5, 2015) - Employment and Benefits Basics for Startup Companies
S&W Startup Series, Sullivan & Worcester, Boston, MA (January 22, 2015)
Practices
- Capital Markets
- Compensation and Benefits Plan Design and Administration
- COVID-19 Resource Center
- Employment and Benefits
- ERISA Fiduciary
- Executive Compensation
- Family Businesses
- International Tax
- Privacy & Data Security
- Private Investment Funds & Institutional Investors
- Real Estate, Alternative & Offshore Investment Funds
- REITs
- Tax