Brian is co-leader of Sullivan’s REITs Practice Group. He has experience advising publicly traded and closely held business entities, including REITs, in multiple areas, including issues related to mergers and acquisitions, business reorganizations, secured lending, debtor and creditor rights, and other commercial transactions and disputes.
Brian is an Adjunct Professor of Law at Notre Dame Law School, where he has taught in-person courses in advanced real estate transactions since 2021. He has been appointed as an adjunct faculty member at Boston University School of Law, where he taught REITs, RICs, and REMICs.
Representative Client Work
- Provided tax and business counsel to business entities across diverse industries in large mergers and acquisitions
- Provided tax representation to public companies, including REITs, in public debt and equity offerings totaling in excess of $30 billion
- Advised start-up companies on issues related to choice of entity and structure of initial financing
- Structured tax efficient succession plans for closely held businesses
- Reviewed and responded to IRS audits challenging valuation of business interests resulting in millions of dollars in decreased taxes for clients
Bar & Court Admissions
- Massachusetts
- U.S. Tax Court
Education
- LL.M., Taxation, Boston University School of Law
- J.D., Notre Dame Law School
- B.A., University of Notre Dame
Community Engagement
- Adjunct Professor of Law, Notre Dame Law School
- Executive Advisory Board Member, Notre Dame Law Association
- Boston Bar Association
- Notre Dame Club of Boston
Awards & Honors
- The Legal 500 U.S. (2018-2020, 2022)
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Press ReleaseJune 8, 2022
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Lexology Getting The Deal ThroughDecember 2021
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Global Legal ChronicleApril 30, 2021
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Press ReleaseApril 28, 2021
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Press ReleaseJune 10, 2020
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Journal of Taxation of Passthrough EntitiesNovember-December 2019
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Law360, Mergers & Acquisitions, The Philadelphia Inquirer, Yahoo Finance, Insider MediaSeptember 4, 2019
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Journal of Taxation of Passthrough EntitiesJuly-August 2019
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Sullivan Press ReleaseMay 30, 2019
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TaxNotesFebruary 19, 2019
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Press ReleaseSeptember 24, 2018
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Press ReleaseJanuary 8, 2018
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Tax Notes Today, QuotedAugust 14, 2017
Seminars & Presentations
- The Goldilocks Question: Why Midsize Firms are Just Right
Virtual Program (October 28, 2020) - Special Issues Applicable to Timber
American Bar Association (October 5, 2018) - The 11th Annual Worldwide Tax Update
Sullivan & Worcester Conference Center (May 15, 2018) - Buy-Sell Agreements for Corporations and LLCs: Drafting Stock Redemption, Cross-Purchase and Mixed Agreements
Strafford Group Webinar (July 12, 2017) - Transitioning a Family Business: Keep, Sell or Feud?
Sullivan & Worcester, One Post Office Square, 21st floor, Boston, MA (April 26, 2017) - Cross-Border Tax Issues and Their Impact on the NPA Model Form
2016 American College of Investment Council Fall Meeting (October 20, 2016)
- "LLCs for Estate Planning and Asset Protection," Strafford Group Webinar (October 2010)
- "Tax Issues in Buy-Sell Agreements," Strafford Group Webinar (August 2010)