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Michael Radin Presents Seminar on Entity Types and Employee Incentives in M&A Deals

July 14, 2020

Michael Radin of Tarlow Breed Hart & Rodgers, P.C. was the presenter of a virtual seminar on "Entity Types & Employee Incentives in M&A Deals" during the virtual July meeting of the ProVisors Boston Mergers and Acquisitions affinity group. Michael covered topics including a comparison of entity choices and concomitant capital stack issues, stock option issues, "phantom" equity, and profits interests. Michael is a member of our Corporate and Business Practice, which helps clients start, buy, grow and sell their businesses. A download of the presentation's slide deck is available. Please click below for the full article.

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New Normal, Same Old Rules: A Look Into Business Contracts

June 29, 2020

While we may be in a "new normal," the "old" rules still apply to your business's relationships governed by contracts. Whether you are looking to hold the other party to its bargain or seeking a way out, the terms of the contract will determine what options are available to you. For example, while the seller of Victoria's Secret anticipated that the prospective buyer might seek to use the pandemic as a grounds to back out of the deal, the buyer nevertheless found a hook in the contract which it sought to use to free itself from the deal. That case both demonstrates not only the need to think broadly and creatively about all the potential "what ifs" to address in a contract, but also the need to examine and understand the terms of your existing contracts to identify the risks and opportunities within them. In the end, it often comes down to one question: What does the contract say? This series will explore considerations your business should give to the agreements which govern its various relationships, including internal relationships between or among business partners; relationships with your employees; and external relationships with your customers and vendors. Now more than ever, closely examining the agreements which manage your business's various relationships is critical to protecting your interests and making informed decisions about whether to seek to avoid or pursue litigation.

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Important Insurance Coverage Issues for Construction Projects from COVID-19

June 11, 2020

Project developers and managers, along with general and subcontractors, are finding that construction insurers are rejecting COVID-19 claims against policies written pre-pandemic. Insurers also are opposing any legislative effort to broaden the scope of already written coverage. Notwithstanding, the construction industry needs lawsuit protection from liability exposure and depends on insurers to stand behind those policies. There are four main areas of concern for owners and those in the construction industry: Workers Compensation, Subcontractor Default, Surety and Performance Bonds, and General Liability.

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Dara Lynn Freytag Conducts Seminar for MCLE

June 10, 2020

Tarlow Breed Hart & Rodgers attorney Dara Lynn Freytag was a presenter at the June 9, 2020 seminar on "How to Structure Revocable Living Trusts" presented by Massachusetts Continuing Legal Education (MCLE) in Boston. The seminar addressed topics to help attorneys understand trust structure, language and administration. Attorney Freytag covered Structure for Surviving Spouse-Credit Shelter Trust and Marital Trust, Retirement Benefit Provisions, and Trust Funding. Other attorneys presenting were Pamela L. Halter, Esq., Pabian & Russell LLC, Boston; and James W. Murphy, J.D., CFP, Northeast Investment Management, Inc., Boston.

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WEBINAR: The Impact of Covid-19 on Business Interruption Insurance

May 15, 2020

The insurance industry has been very busy the past few months conducting a sophisticated messaging campaign to actively discourage and deny claims arising out of the Covid-19 pandemic. The campaign has been very successful despite the fact that many policy-holding businesses are reeling from their losses. Tarlow Breed Hart & Rodgers, P.C. Partners Bill Rodgers and Al DeNapoli, along with our collaborators Mike Childress and Brian Kabateck, will be presenting a webinar to the Massachusetts Society of Certified Public Accountants (MSCPA) on Monday, May 18, 2020 at 2:00 pm on the subject of business interruption insurance coverage for companies affected by government closure orders. Our webinar will explain that coverage is far more available for businesses suffering under the present closure orders than the insurance industry will admit. We will also explain the hallmarks for coverage and loss calculations. We'll discuss insurance coverage and business losses that can be covered if your firm or company was closed by government order and how losses being covered depends on the language of your insurance policy. We'll also cover civil authority and dependent property coverages, net profit or loss before taxes that would have been earned plus continuing expenses including payroll and extra expenses, whether business interruption insurance applies to your client's business, what steps do you need to take and much more. The webinar is free for MSCPA members, with a fee of $25 for non-members. You can register at: https://www.mscpaonline.org/cpe/listings/BII-COVI21/view

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If No Force Majeure Protects a Tenant, What are Other Defenses to Performance under Leases in the Age of Coronavirus?

May 11, 2020

In addressing the respective rights and obligations of commercial landlords and tenants under a lease during the time of coronavirus, most of the focus has been on the force majeure provision in the lease and whether the coronavirus would, in fact, be identified as a force majeure. There are, however, other defenses available to tenants under contract law, which exist mostly outside of the concept of force majeure and which could be applied by tenants under a lease. These are the two related concepts of "impossibility of performance" and its cousins "frustration of purpose" and "commercial impracticability". Click the link below to learn more.

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Contracts in the Age of Coronavirus

April 29, 2020

Companies face a rapidly shifting global economy due to the coronavirus pandemic and various government responses. Planning may seem impossible, but we need to look forward for what may come next. While much of the country remains under government orders mandating that non-essential services close, states are looking at what re-opening will look like. As businesses consider and plan the process of re-opening, it is sensible to review important agreements. Most businesses will face a critical question of how they – or a contract counterparty – can or will be able to perform under contracts entered into prior to this crisis. Some will have to decide whether to assert that it should be excused from performing its part of an agreement due to force majeure. Without a proper force majeure or other applicable excuse, a party will breach its agreement if it does not perform on time. There are three basic defenses to non-performance under a contract: (1) force majeure, (2) impossibility/impracticability, and (3) frustration of purpose. This article provides an overview of each.

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A Different Take for Claims under Business Interruption Insurance Policies

April 29 2020

Most businesses have basic property and casualty insurance to cover the cost of repairing or replacing property damaged by a casualty, catastrophe or other hazard. Many prudent businesses choose to extend their property insurance to additionally guard against the financial losses that might accompany these insured events. Known as business interruption (BI) insurance, such policies insure a business against the loss of profits and the added expenses that an interruption might cause its operations. In recent weeks, policy holders have been outraged to learn that insurance companies have been routinely denying BI claims for losses associated with the Covid-19 pandemic. Read more about this emerging issue by clicking the link below.

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Virtual Notarization Act Passed

April 28, 2020

On April 23, 2020, after over a month of intense lobbying and several revisions to the original bill, the Massachusetts Legislature passed the Virtual Notarization Act, which will allow remote notarization (via video conference) of estate planning documents like wills, trusts, durable powers of attorney, health care proxies and HIPAA authorizations, as well as mortgages and other documents transferring title to real estate, during the COVID-19 state of emergency. Governor Baker signed the Act into law on April 27, 2020. The Act provides a means for front line workers, hospitalized individuals and other contemplating their own mortality during these extraordinary times, to execute documents that will allow their final wishes to be carried out should the worst happen, and also permits real estate transactions that may have been months in the making to proceed to completion. With remote notarization, the principal, the witnesses and the notary do not have to be present in the same place as long as they are visible to each other via video-conferencing technology, such as Zoom or FaceTime. You can read more about it by clicking the link below.

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Landlords and a Claim of Force Majeure in the Age of Coronavirus

April 13, 2020

Almost all commercial landlord leases will contain a force majeure ("Delays") provision. While the terms "Act of God" and "force majeure" are sometimes used interchangeably, the term force majeure is usually defined more broadly than simply an Act of God. The litigation regarding force majeure provisions in a lease is limited nationally, and even more sparse in Massachusetts. Most of the cases are in fact commercial contract cases which do not involve a lease, but rather a commercial contract of some kind. You can learn more about force majeure and how it can affect lease contracts by reading the full article by clicking below.

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TBHR's Karen McKenna Quoted in the Boston Globe

April 13, 2020

TBHR Partner Karen McKenna was quoted in an article in the Boston Globe about the surge in people drawing up, finalizing, or updating their wills and health care proxies. Karen shared her personal story of her parents' delay in completing their will and the problems it caused when her father fell ill. She also cited the difficulties created by the coronavirus pandemic, which makes notarization of any legal document a challenge. You can read the article by clicking the link below.

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TechLine Help Available for Lawyers Transition to Working Remotely

April 10, 2020

To assist lawyers with the transition to working remotely, the SJC Standing Committee on Lawyer Well-Being has launched a TechLine in collaboration with the Boston Bar Association, Mass Bar Association, Starting Out Solo, and MassLOMAP. The TechLine is staffed by volunteer attorneys, including TBHR partner, Karen McKenna. Attorneys with questions about how to operate a virtual law practice, or who need help troubleshooting technical issues, can call the TechLine at (888) 314-7714 for assistance Monday through Friday, and will receive a response from a volunteer staff member by 5pm the same day. Additional COVID-19 resources for attorneys, including a simple guide to working remotely, can be found on the Massachusetts Lawyer Well-Being website at https://www.lawyerwellbeingma.com/news.

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CARES Act Payroll Protection Program Guidance Released

April 2, 2020

On March 27, 2020, the President signed The Coronavirus Aid, Relief and Economic Security Act (the "CARES Act") into law. One of the central features of the CARES Act is the Paycheck Protection Program ("PPP"). Under PPP, the class of borrowers eligible to receive Small Business Administration ("SBA") backed loans is significantly expanded and includes most employers with 500 or fewer employees, sole proprietors, independent contractors, self-employed individuals, "gig economy" workers and certain non-profit organizations. Applications for small businesses and sole proprietors may be submitted to SBA approved lenders starting Friday April 3.

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Emergency Notarization Bill

April 1, 2020

Under current Massachusetts law, estate planning documents require in-person notarization and two (2) in-person witnesses. With social distancing, individuals are prevented from signing estate planning documents during the COVID-19 state of emergency. A bill, referred to as the "Notary Bill," is in development within the Massachusetts legislature. This bill allows for remote notarization of conveyancing and estate planning documents during the COVID-19 state of emergency. A copy of the original bill filed by Senator Tarr on Friday, March 20, is on the legislature's website (https://malegislature.gov/Bills/191/SD2882). Some changes have been made to the bill. We will provide more details once we have confirmation of the final text of the bill as filed. If enacted as published, the bill will grant powers to Massachusetts notaries public who are either licensed attorneys or a paralegal under direct supervision by a Massachusetts licensed attorney, to notarize documents utilizing electronic video conferencing in real time, to supervise signings with virtual witnesses as though they are physically present, and to execute documents in counterparts. These powers can only be used if everyone participating in the signing conference are physically present in Massachusetts. We ask for your help in appealing to your representatives in Massachusetts legislature to consider the urgency of the bill. To search for your representatives and senators, go to: https://malegislature.gov/Search/FindMyLegislator

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The Whittemore Company Celebrates 100 Years

March 31, 2020

Congratulations to the Whittemore Company, Inc., one of our long-standing clients which recently celebrated 100 years in business. The three generations of the Sheehy family involved in the business are among the finest people we have had the pleasure of working with and representing. You can read a feature story about the Whittemore Company published in North of Boston Business magazine by clicking on the link in the full story.

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Lease Issues During the Covid-19 Crisis

March 31, 2020

April 1st (and the first day of the next several months) will bring a new kind of anxiety for landlords and tenants, as the gravity of the current events surrounding the ongoing coronavirus crisis plays out. Inevitably, the economic fallout from the pandemic will make it impossible for many tenants to pay their normal rent, or even a portion of the amount due. Until the funding from the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) arrives, any changes to the ordinary payments will quickly flow upstream to landlords, their lenders and their investors. Moving forward, here are some critical things landlords and tenants should do to avoid surprises.

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Funding Matters During the Coronavirus Crisis

March 25, 2020

What a difference a few weeks makes. The longest bull market in U.S. history has come to an abrupt end – at whiplash speed. It ended on the back of a novel coronavirus – COVID -19. Here are a few things you can do now relating to your funding matters to help manage the uncertainty that currently exists with no clear end in sight.

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Insurance Coverage Under Covid-19

March 25, 2020

Beyond the terrible human and social cost of the coronavirus pandemic, Covid-19 is causing enormous business losses from disrupted workforces and supply chains, social distancing practices, travel restrictions, cancelled events and, more recently, government ordered shelter-in-place/stay-home orders. Some business owners may be wondering whether they can blunt the effect of Covid-19 related losses by filing claims under their insurance policies – perhaps their business interruption coverage. We highly advise business owners to do a quick review of the fine print in their insurance coverage to prepare for what might come next

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Covid-19 Update March 25, 2020

March 25, 2020

Like much of nation, the attorneys and staff of Tarlow Breed Hart & Rodgers, P.C. are now working remotely in response to the ongoing coronavirus outbreak. While it was our original intent to work in this dispersed manner for two weeks, we will follow recommendations from state and local authorities on an appropriate date to return to our offices.

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COVID-19 UPDATE MARCH 17, 2020

March 17, 2020

TO OUR CLIENTS AND BUSINESS PARTNERS: To help protect the health of our employees, visitors and families, and to do our part to reduce the spread of Covid-19, most Tarlow Breed Hart & Rodgers, P.C. personnel will be working remotely for two weeks beginning Tuesday March 16, 2020. Rest assured that we remain open for business and our legal services will remain virtually unaffected. You can reach our attorneys in many ways - through our regular office direct dial telephone numbers (which will be automatically forwarded to our remote locations), on our mobile phones, and through email. Attorneys will also be available through video and audio conference. Limited personnel will be in the office daily on a voluntary basis only for essential administrative functions. In the event an in-office meeting is required to address a client emergency, all visitor areas, doors and conference rooms are being cleaned and disinfected multiple times per day and appropriate social distancing measures will be observed. If, for any reason, you have difficulty reaching your intended contact person, please leave a message at the main number (617-218-2000) and your call will be returned promptly. Wishing you and your family good health as we all work together to defeat this illness.

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COVID-19 UPDATE

March 12, 2020

As the spread of the coronavirus continues to impact our community, we want to assure all clients and visitors that Tarlow Breed Hart & Rodgers, P.C. has a business continuity plan in place to ensure that all of our core operations will continue and that all client needs will be met during the coming weeks and months. All visitor areas, doors and conference rooms are now being cleaned and disinfected multiple times per day. Should there be a need to vacate our work premises for any reason, we have invested in technology to make sure that all attorneys are equipped to remain fully functional in a remote working environment. This includes email, phone, document production, online access, and conduct of meetings via conference call and/or videoconference. Currently, all firm operations are being conducted in our offices and we have not yet requested that any of our attorneys or staff work remotely. Should that occur in the future, we will make every effort to make the transition seamless to our clients and business partners. We will continue to monitor the information shared by the Centers for Disease Control and Prevention (CDC) and local officials about the virus and act accordingly to ensure a safe work environment. The health and safety of our employees and clients are of utmost importance, as is continuing to provide the highest level of legal service. Like you, we are working hard to stay informed about this evolving situation and will provide updates as needed. Please note this communication is for informational purposes only and is not legal advice.

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12 from TBHR Recognized as Super Lawyers

December 1, 2019

We are pleased to announce that 12 attorneys from Tarlow Breed Hart & Rodgers, P.C. have been recognized as 2019 Massachusetts Super Lawyers including three recognized as Massachusetts Rising Stars by Thomson Reuters as published in Boston magazine. Congratulations to Edward D. Tarlow – Estate Planning & Probate Law, Closely Held Businesses, Business & Corporate Law (16 consecutive years as a Massachusetts Super Lawyer); Richard P. Breed, III – Tax, Estate Planning & Probate Law, and Closely Held Businesses (16 consecutive years as a Massachusetts Super Lawyer) Jeffrey P. Hart – Closely Held Businesses (16 consecutive years as a Massachusetts Super Lawyer); William B. Rodgers – Business & Corporate Law (16 consecutive years as a Massachusetts Super Lawyer); Mark S. Furman – Business Litigation (16 consecutive years as a Massachusetts Super Lawyer); Albert A. DeNapoli – Business Litigation (16 consecutive years as a Massachusetts Super Lawyer); Emily C. Shanahan – Business Litigation (7 consecutive years as a Massachusetts Super Lawyer); Patricia Saint James – Family Law (7 consecutive years as a Massachusetts Super Lawyer); Melissa E. Sydney – Estate Planning & Probate Law (second consecutive year as a Massachusetts Super Lawyer after four consecutive years as "Rising Star"): Dara Lynn S. Freytag - "Rising Star" for Estate Planning & Probate Law; David C. Valente – "Rising Star" for Estate Planning & Probate Law Richard P. Breed IV – "Rising Star" for Tax Law Super Lawyers attorney rankings are exclusive, recognizing no more than five percent of each state's attorneys in the Super Lawyers list, and no more than 2.5 percent in the Rising Stars list. The Super Lawyers list is created methodically and objectively by combining research with peer nomination and review.

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TBHR Client Crescent Ridge Dairy Earns International Awards

November 27, 2019

Congratulations to Crescent Ridge Dairy, a long-time Tarlow Breed Hart & Rodgers, P.C. client, for earning four first-place awards at the 2019 World Dairy Expo held in Madison, Wisconsin. The Sharon, MA-based family dairy took home honors for their whole milk, 2 percent milk, mint cookies and cream ice cream and coconut almond bar ice cream. Company president Mark Parrish is the third generation of his family to own Crescent Ridge Dairy, after his grandfather purchased the business in 1932.

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TBHR's Rebecca Brownell Leads Boston Squash Team to National Podium

November 22, 2019

Rebecca Brownell, a Legal Assistant at Tarlow Breed Hart & Rodgers, P.C., helped lead the Boston women's squash team to a third place finish in the 86th annual Howe Cup competition, the nation's largest and one of the most prestigious squash event for women which also serves as the U.S. Women's Team Championship. In a round robin competition held in Seattle on November 15-17, the Boston squad conquered a team from Philadelphia, lost to the eventual champions, San Francisco, but rallied to defeat New York and another Philadelphia team to secure third place. 220 participants on 44 teams from across the U.S. competed. "Becky" Brownell has played squash since she was a child and co-captained the Dartmouth College Women's Squash Team. Upon graduation she joined TBHR and serves as a Legal Assistant in our Litigation Practice.

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Tarlow Breed Hart & Rodgers Ranked Among Nation's Best Law Firms by U.S. News

November 1, 2019

U.S. News and Best Lawyers in America®, the oldest peer-review publication in the legal profession, has named Boston's Tarlow Breed Hart & Rodgers, as one of the country's "Best Law Firms" for Tax and Trusts & Estates. The firm was also ranked among the top regional firms in four different practice areas on the U.S. News 2020 Best Law Firms list: • Tax Law • Trusts & Estates Law • Closely Held Companies and Family Business Law • Litigation – Trusts & Estates "To be recognized on a national basis for our work in tax, trusts and estates is especially gratifying," said William Rodgers, a partner at Tarlow Breed Hart & Rodgers who was named the Boston region's "Lawyer of the Year" for Closely Held Companies and Family Business Law earlier this year. "It is a tribute to the talent and experience of the attorneys and staff at our firm, and to the clients who trust our advice and guidance in such important areas of the law." Firms included on the 2020 Best Law Firms list are recognized for professional excellence with persistently impressive ratings from clients and peers. The rankings are based on a rigorous evaluation process that includes the collection of client and lawyer evaluations and peer reviews from leading attorneys in their field.

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TBHR's Patricia Saint James Featured on WBUR-FM Radio

October 25, 2019

Patricia Saint James, a partner at Tarlow Breed Hart & Rodgers, P.C., was interviewed recently on Boston's WBUR-FM radio about "The Serenity Song," a musical piece she composed for a Client's play, Recovery. It is based on The Serenity Prayer, the common name for a prayer written by 20th century American theologian Reinhold Niebuhr, which is universally used in addiction treatment programs. Attorney Saint James' song has been adopted by the Massachusetts Drug Courts as part of the graduation ceremony for drug rehabilitation program participants. You can listen at wbur.org.

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Emily Shanahan Elected a Fellow of Litigation Counsel of America

October 21, 2019

TBHR'S Emily C. Shanahan, Chair of the firm's litigation department, has been selected as a Fellow by Litigation Counsel of America (LCA). LCA is an honorary society for trial lawyers whose membership is limited to 3,500 individuals, representing less than one-half of one percent of the country's lawyers, judges, and scholars. Fellowship in LCA is highly selective and by invitation only, and Fellows are selected based upon excellence and accomplishment in litigation at the trial and appellate levels and superior ethical reputation. Ms. Shanahan is an experienced litigator, handling a broad range of complex business and commercial disputes, including contract disputes, partnership disputes, real estate litigation, misclassification/Wage Act claims, business torts, and anti-SLAPP motion practice. Ms. Shanahan is a graduate of Bowdoin College and Georgetown University Law Center. After law school, Ms. Shanahan served as a law clerk to Honorable Paul J. Barbadoro of the U.S. District Court for the District of New Hampshire.

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TBHR Sponsors BBJ Power Breakfast on Family Business

October 3, 2019

Tarlow Breed Hart & Rodgers, P.C. was a featured sponsor of the Boston Business Journal's Family Business Power Breakfast on October 3, 2019 at the Seaport Hotel in Boston. TBHR Partner Jeff Hart delivered welcoming remarks to the more than 200 attendees to start to program. This was followed by a lively panel discussion moderated by BBJ Market President Carolyn M. Jones with panelists, John Stephans, CEO of Zildjian Company, David Winston, owner of Winston Flowers, William J. Cleary, III, President of Cleary Insurance, and Ted Clark, Executive Director of the Center for Family Business at Northeastern University. The discussion involved the many issues faced by family businesses trying to successfully transition ownership and management to future generations. The panelists provided constructive insights into how they have met and overcome challenges to keep family businesses vibrant and thriving. We are proud to have played a part in supporting this important and valuable event. The BBJ Power Breakfast Series offers many compelling topics and insightful discussion on issues that drive our region's business and economy.

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TBHR Advises on Merger of Westport Strategies with CapAcuity

September 20, 2019

TBHR's Corporate Law and Business Transactions practice group served as legal advisor to Westport Strategies, LLC in the company's sale to CapAcuity, LLC. Both companies provide executive benefits and compensation services to clients across the U.S., including consulting, investment advisory and asset management services. Westport brought an industry leading administrative platform to add to CapAcuity's already broad platform. The TBHR team included Jeff Hart, Michael Radin and Richard Breed IV. TBHR's attorneys provide integrated services for buyers and sellers, including formulating deal structure, providing tax guidance, managing intellectual property, employee matters, and deal financing. "We were very pleased with the thoroughness and technical expertise that TBHR brought to the process," said Scott Seibel, Managing Director of Westport Strategies. "They really looked out for our interests while guiding us through the process."

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TBHR and Boston Business Journal Present Power Breakfast: Family Business

September 11, 2019

Tarlow Breed Hart & Rodgers has a longstanding commitment to supporting and representing family owned businesses. The firm is pleased to be sponsoring the Boston Business Journal's "Power Breakfast: Family Business" event on Thursday, October 3, at the Seaport Hotel in Boston, from 7:30-9:30 am. Our partner, Jeff Hart, will be making opening remarks to start the event, followed by a panel of family business leaders who will discuss how they moved their companies from tradition to innovation, how they shifted their culture, navigated change and planned for the future. The lessons that anyone in business can learn from how a family business operates are many: teambuilding, succession planning, problem solving, and more. Please make plans to join us at this important and informative event. You can learn more and register online by visiting: www.bizjournals.com/boston/event/163838/2019/power-breakfast-family-business.

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Seven TBHR Attorneys Named to "Best Lawyers" List

August 15, 2019

Best Lawyers, the oldest and most respected guide to the legal profession, has released the 2020 edition of Best Lawyers list. Bill Rodgers, a founding partner at Tarlow Breed Hart & Rodgers, has been named "Lawyer of the Year" in the Boston region for his work with Closely-Held Companies and Family Business Law. In addition, six other attorneys from the firm have been named to the 2020 Best Lawyers list: • Richard P. Breed, III was named a Best Lawyer in Trusts & Estates. • Albert A. DeNapoli was named a Best Lawyer in Litigation-Trusts & Estates. • Mark S. Furman was named a Best Lawyer in Litigation-Trusts & Estates. • Jeffrey P. Hart was named a Best Lawyer in Tax Law in Boston. • Patricia Saint James was named a Best Lawyer in Family Law Mediation. • Edward D. Tarlow was named a Best Lawyer in Trusts & Estates. "It is a great honor to be recognized by my peers as Lawyer of the Year," said Bill Rodgers. "What makes me proud is that so many of my partners were also elected as Best Lawyers."

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David Valente Published in ABA eReport

July 31, 2019

TBHR's David Valente authored an article entitled "A Proper Lesson on an Improper Exercise of a Power of Appointment" for the American Bar Association eReport. The article dissected a recent decision by the Nebraska Supreme Court on the validity of a purported exercise of a non-general testamentary power of appointment in favor of the powerholder's own trust. In ultimately finding the exercise to be ineffective, the Court's holding serves as a cautionary tale to trustees who are required to act on such exercises and reiterates the importance of careful draftsmanship.

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TBHR Assists in Noteworthy Accounting Merger

July 2, 2019

A team led by TBHR partners Michael Radin and Jeff Hart has helped to bring about one of the most notable recent mergers of accounting firms in New England. TBHR advised Rodman & Rodman CPAs, a Waltham-based accounting and business advisory firm, in their merger with Bangor, Maine based BerryDunn, which was announced on July 1, 2019. The merged firm, which will operate under the BerryDunn name, creates one of the region's largest CPA firms, with more than 400 employees and seven offices, including Bangor, ME, Portland, ME, Manchester, NH, Waltham, MA, Hartford, CT Charleston, WV, and Phoenix, AZ. "Working closely with sophisticated accountants is always rewarding and we were pleased to help Rodman & Rodman, P.C. take an important next step in the growth of their firm and wish them continued success," said Jeff Hart. "TBHR was involved very early in the process, assisting with the structure of the transaction and the negotiation and execution of the agreements. We drew on multiple disciplines within the firm to address the many aspects of the negotiations and final composition of the merger."

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Emily Shanahan Joins Boston Club Board of Directors

July 1, 2019

Emily Shanahan, TBHR partner and practice leader of the firm's Litigation Department, has been elected to the Board of Directors of The Boston Club, and will also serve as Chair of the organization's Governance Committee. Founded in 1976, The Boston Club is a 700-member community of executives and professionals invested in elevating women to leadership positions across all walks of business. The club presents over 40 educational and networking events each year.

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TBHR Trio Presents Seminar on Legal Considerations for Business Owners

June 28, 2019

TBHR partners Jeffrey Hart, Steve Kutenplon and Michael Radin recently addressed "Legal Considerations for Business Owners" with a group of legal and accounting professionals at a Certified Growth Value Advisor (CVGA) certification seminar sponsored by Corporate Value Metrics. The presentation involved topics of importance to business advisors and owners, including choice of entity, exit planning strategies, tax strategies, protecting intellectual property, contracts, risk management, and financing options. Attendees were seeking certification in CVM's Value Opportunity Profile®, a platform that helps advisors and owners learn how the intrinsic value of a company can be improved by identifying both risks and opportunities, and suggests a definitive improvement implementation plan for both financial and non-financial elements.

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Emily Shanahan Moderates Boston Bar Association Panel

June 17, 2019

Emily Shanahan, TBHR partner and practice leader of the firm's Litigation Department, served as one of the moderators for the Boston Bar Association's annual Business Litigation Session Year in Review, held on June 10, 2019, at the BBA's offices in Boston. The event provided practitioners an opportunity to hear justices from Suffolk Superior Court discuss current developments and trends in the session, which included cases from the past year that raised novel or interesting issues, as well as Session-specific practice pointers. Panelists included justices Hon. Janet L. Sanders, Hon. Kenneth W. Salinger, Hon. Mitchell H. Kaplan, and Hon. Brian A. Davis.

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TBHR's Michael Radin Serves as "Expert of the Week"

May 16, 2019

Tarlow Breed Hart & Rodgers partner Michael Radin was invited to serve as "Expert of the Week" for an innovative executive education program sponsored by Neptune Advisors, LLC, a Boston-based business consulting firm. On Friday, May 17, Michael participated in a roundtable discussion on business management and legal issues with program participants consisting of C-level executives from privately held companies. Michael then remained available to participants throughout the following week via telephone and email, providing more in-depth answers to questions on various topics discussed during the session. This is a great example of how our attorneys can bring their experience and expertise beyond the legal field to support growth-oriented businesses.

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TBHR's Patricia Saint James a Guest at Chelsea Drug Court Graduation

May 14, 2019

Patricia Saint James, a Partner at Tarlow Breed Hart & Rodgers and Chair of the firm's Family Law Practice, was an honored guest at the April 30, 2019 graduation ceremony at the Chelsea Drug Court. Pat's composition, "The Serenity Song" was played at the ceremony, in which seven graduates re-entered the community following an 18-month program of rigorous inpatient treatment and recovery assignments.

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Beards for Bruins

May 3, 2019

Continuing a tradition that began in 2011 – the last season the Boston Bruins won the NHL championship and brought home the Stanley Cup – several members of the TBHR staff are growing their "playoff beards" to support our hometown team. This follows the practice of the Bruins team members, who let their facial hair run wild until they are eliminated from contention or win another championship. Participation in the hirsute hijinks requires a $25 contribution – about the amount of savings expected to be accrued from not using shaving supplies for the duration of the playoffs. The funds collected will be donated to charity. We may not be ready to lace up our skates and take to the ice, we are having some fun while cheering on the team. Maybe we can bring a little luck to the boys in black and gold as they seek another Cup. Go Bruins! Pictured (l to r): Rick Breed, Al DeNapoli, Erskine Savage, Michael Radin, David Valente, Richard Breed IV (seated), David Mahoney, Mitch Brumfield, Patrick Minnihan, John Blake, Brian Hause, Geoff Norman, August Orlow. Inset: Bob Galanis.

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Patricia Saint James Appointed to Massachusetts Commision on Judicial Conduct

01/23/2019

Patricia Saint James, a partner with the Boston, MA law firm of Tarlow Breed Hart & Rodgers, P.C., has been appointed to the Massachusetts Commission on Judicial Conduct (CJC), the state agency responsible for investigating complaints alleging that a state court judge has engaged in judicial misconduct or has a disability preventing him or her from properly performing judicial duties. Attorney Saint James was appointed by the Chief Justice of the Trial Court and will serve a six-year term as one of the Commission's three lawyer members.

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Karen McKenna Elected Partner

January 1, 2019

Tarlow Breed Hart & Rodgers, P.C. is pleased to announce the election of Karen L. McKenna, Esq. as a partner in the firm. Attorney McKenna practices in the firm's Estate Planning & Administration and Taxation departments. Attorney McKenna joined Tarlow Breed Hart & Rodgers in 2002. Previously, she was an associate with law firms in Pittsburgh and Boston. Before starting her law career, Attorney McKenna worked as a private accountant in Boston. She concentrates her practice on advising individuals in the areas of estate, gift and generation skipping transfer tax planning and compliance, as well as probate and estate administration. Attorney McKenna also works with the firm's litigation department on probate related cases. Karen McKenna is a graduate of the University of Massachusetts at Amherst and the Duke University School of Law. She is a resident of Scituate, Mass., where she serves on the Board of Directors of the Scituate Animal Shelter and volunteers as an adoption counselor and animal caregiver.

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Taznuva "Taz" Islam Joins Tarlow Breed Hart & Rodgers, PC

November 19, 2018

We are pleased to announce that Tasnuva "Taz" Islam, J.D., has joined the firm as an Associate in our Litigation Department. Prior to joining Tarlow Breed Hart & Rodgers, Attorney Islam served as a law clerk for Associate Justice Amy Blake at the Massachusetts Appeals Court, held law clerk and internship positions at several Boston area law firms, and interned with the U.S. Department of Labor and the Civil Division of the U.S. Attorney's Office in Boston. Taz is a graduate of the Northeastern University School of Law. She earned an undergraduate degree in Political Science and Public Policy at Brown University, and a Master's degree in Social Work at the University of Michigan.

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David Mahoney Joins Tarlow Breed Hart & Rodgers

November 19, 2018

We are pleased to announce that David Mahoney has joined the firm as an Associate. Prior to joining Tarlow Breed Hart & Rodgers, Attorney Mahoney interned for the Honorable David A. Lowy at the Massachusetts Supreme Judicial Court, and for the Honorable Marianne B. Bowler at the United States District Court in Boston. David is a graduate of Boston College Law School, where he was articles editor of the Boston College Law Review. He earned his undergraduate degree at the University of Connecticut, where he was a three-year member of the Big East All-Academic Team as a member of the school's baseball team.

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Tarlow Breed Hart & Rodgers Ranked Among Nation's Best Law Firms by U.S. News

November 9, 2018

The oldest peer-review publication in the legal profession has named Boston's Tarlow Breed Hart & Rodgers as one of the nation's "Best Law Firms" for tax law.

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Massachusetts' New Noncompete Laws: Critical Compliance Requirements Starting October 1, 2018

October 3, 2018

On August 10, 2018 Governor Charlie Baker signed into law Massachusetts Noncompetition Agreement Act of 2018 (G.L. ch. 149, s. 24L) which limits the use of noncompetition agreements in Massachusetts. The new law applies to all post-termination noncompetition agreements between employers and certain employees and independent contractors entered into on or after October 1, 2018.

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TBHR's Dara Lynn Freytag Presents ABA Seminar

October 2, 2018

Dara Lynn Freytag of Tarlow Breed Hart & Rodgers, P.C. was one of three presenters at a continuing education seminar hosted by the American Bar Association's Section of Real Property, Trust and Estate Law. The presentation was titled "Advanced Generation-Skipping Transfer Tax Topics." Attorney Freytag and her co-presenters covered various advanced topics on GST tax and planning, including allocating GST exemption, the GST aspects of gift tax returns and estate tax returns, reverse QTIP elections and late GST allocations. Other presenters were Nathan Brown (Proskauer Rose LLP, Boca Raton, FL) and Brandon Ross (JP Morgan, Washington, DC). Over 80 people attended the live presentation, and a video is available for download online at the ABA website.

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Five Tarlow Breed Hart & Rodgers Attorneys Named Best Lawyers®

August 14, 2018

Tarlow Breed Hart & Rodgers, P.C. is pleased to announce that five of the firm's lawyers have been included in the 2019 Edition of The Best Lawyers in the United States, a leading peer review survey of the legal profession. Rick Breed, Mark Furman, Jeff Hart, Bill Rodgers, and Ed Tarlow were all recognized by their peers for their outstanding work.

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David Valente Re-Appointed to National ABA Committee

July 3, 2018

TBHR's David Valente has been re-appointed to the position of Vice-Chair of the IRA Accounts & Plan Distribution Committee, which is part of the American Bar Association's Section of Real Property, Trust and Estate Law. Attorney Valente has served as the Vice-Chair of the committee for the past year, and will continue in that role through August, 2019. The ABA Section Real Property, Trust and Estate Law is a leading national forum for lawyers, with some 22,000 members. The Trust and Estate Section focuses on all aspects of trusts, estate planning, employee benefits, insurance, and probate and trust litigation.

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Dara Lynn Freytag and Melissa Sydney Present at Boston Bar Association's Trusts & Estates Section Year in Review

June 22, 2018

Tarlow Breed Hart & Rodgers Attorneys Dara Lynn Freytag and Melissa Sydney were presenters at the Boston Bar Association's Trusts & Estates Section "Year in Review" seminar on June 22, 2018. Attorney Freytag covered new developments in the field, and Attorney Sydney reviewed the current state of public policy in regards to trusts and estates.

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TBHR Celebrates Flag Day

June 14, 2018

TBHR's John Stuebing and Al DeNapoli show off their patriotic spirit with creative neckware on Flag Day.

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Anti-SLAPP Panel at Boston Bar Association

June 7, 2018

On June 7, 2018, TBHR's Emily Shanahan moderated a brown bag lunch at the Boston Bar Association entitled, "SLAPP Happy Redux: The anti-SLAPP Statute One Year After Blanchard." TBHR's Mark Furman participated on the panel, along with retired Supreme Judicial Court Justice Robert Cordy, now of McDermott, Will & Emery, and Heidi Nadel of Cross Nadel, LLC. The panel examined how the anti-SLAPP (strategic lawsuits against public participation) landscape has evolved in the year since the Supreme Judicial Court's decision in Blanchard v. Steward Carney Hospital, Inc.

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TBHR Sponsors Fundraising Event for Marisa's Mission

June 11, 2018

Tarlow Breed Hart & Rodgers was proud to be a sponsor of the second annual Triple Crown Night for Marisa's Mission, which was held at the Quincy Marriott, in Quincy, MA, on May 19, 2018. TBHR attorney Dara Lynn Freytag serves on the Board of Directors for Marisa's Mission, a non-profit organization dedicated to making a difference in the lives of cancer patients and their families. The organization's goal is to inspire hope, support research and meet the needs of those impacted by this disease. You can learn more about Marisa's Mission here, or view an inspiring video of this year's Triple Crown Night by clicking here.

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TBHR Sponsors Discovering Justice Gala

June 7, 2018

Tarlow Breed Hart & Rodgers was pleased to be a sponsor of the 2018 Discovering Justice Gala, a fund raising event to support Discovering Justice. Discovering Justice is a Boston-based civic and justice education nonprofit organization which offers innovative in-school, after-school, and courthouse field trip programs that teach elementary and middle school students about the justice system, the role of law in a democratic society, and the fundamental importance of good citizenship. The event was held on Thursday, June 7, at the John Joseph Moakley Courthouse in Boston. The Boston Globe "Spotlight" team received the organization's Champions of Justice Award.

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Al DeNapoli Presents at Mass. Restaurant Association Seminar

June 6, 2018

Al DeNapoli, TBHR partner and leader of our Hospitality & Restaurant practice group, was a presenter at the "Emerging Trends in the Restaurant Industry" sponsored by the Massachusetts Restaurant Association and the accounting firm of Gray, Gray & Gray, LLP. A packed house was on hand to hear industry leaders discuss the latest issues and topics facing restaurant owners and managers.

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TBHR Team Tackles 11th Annual Lawyers Have Heart 5K Road Race

May 23, 2018

A speedy team of legal greyhounds from Tarlow Breed Hart & Rodgers recently participated in the 2018 "Lawyers Have Heart" 5K road race in Boston's Seaport District. Lacing up their running shoes for a good cause were (back row left to right): Stephanie Molina, Brian Hause, Al DeNapoli, Hannah Slaga, Emily Shanahan, John Stuebing, Dan St Germain; and (front row left to right): Rick Breed, Michelle Rothman.

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Karen McKenna Attains Accredited Estate Planner Designation

May 23, 2018

TBHR Attorney Karen McKenna has been awarded the Accredited Estate Planner (AEP) designation by the National Association of Estate Planners & Councils (NAEPC). Attorney McKenna will be recognized for this achievement at the annual Boston Estate Planning Council gala in May.

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Massachusetts Family and Probate Inn of Court Annual Banquet

May 22, 2018

TBHR Partner Patricia Saint James concluded her year as President of the Massachusetts Family and Probate Inn of Court by presiding over the Court's annual banquet and awards ceremony.

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Five Tarlow Breed Hart & Rodgers Attorneys Named as Best Lawyers® in U.S.

May 1, 2018

Best Lawyers, the oldest and most respected guide to the legal profession, has released the 2018 Edition of New England's Best Lawyers, which highlights 3,576 lawyers recognized for their top legal talent. Tarlow Breed Hart & Rodgers (Boston, MA) is pleased to announce that five of the firm's attorneys have been named to the 2018 Best Lawyers list: - Richard P. Breed, III was named a Best Lawyer in Trusts & Estates in Boston. - Mark S. Furman was named a Best Lawyer in Litigation-Trusts & Estates in Boston. - Jeffrey P. Hart was named a Best Lawyer in Tax Law in Boston. - William R. Rodgers was named a Best Lawyer in Closely-Held Companies and Family Business Law in Boston. - Edward D. Tarlow was named a Best Lawyer in in Trusts & Estates in Boston.

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THBR's Patricia Saint James Attends Massachusetts Family and Probate American Inn of Court Event

April, 2018

The Massachusetts Family and Probate American Inn of Court hosted an appreciation luncheon at the Norfolk Probate Court in April. Among those in attendance were (left to right): The Honorable Angela Ordonez, Chief Justice of the Massachusetts Probate and Family Court, Judge Lee Peterson, Judge Patricia Gorman, First Justice John Casey, Judge Virginia Ward, TBHR Partner Patricia Saint James, President of the Massachusetts Family and Probate American Inn of Court.

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Tax Update 2018

March 29, 2018

On December 22, the Tax Cuts and Jobs Act of 2017 ("TCJA") was signed into law. The TCJA is billed as the largest overhaul of the Internal Revenue Code since the Tax Reform Act of 1986 and it will affect almost every individual and business in the United States. Generally, the new law goes into effect on January 1, 2018, with many of the provisions relating to individuals expiring at the end of 2025. The following is a summary of the TCJA's more salient aspects:

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2018 Tax Update Now Available

March 29, 2018

The significant changes to federal taw law brought about by the Tax Cuts and Jobs Act of 2017 offer both challenges and opportunities. You can read our summary of the key issues in our 2018 Tax Update.

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David Valente Joins Tarlow Breed Hart & Rodgers

March 23, 2018

We are pleased to announce that David Valente has joined Tarlow Breed Hart & Rodgers as an Associate in Trusts & Estates Practice Group. David's practice focuses on estate planning, estate and trust administration, charitable giving, as well as complex federal and state tax matters for individuals and business entities, estates and trusts.

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Dara Lynn Freytag Elected to the Board of Directors of Marisa's Mission

March 22, 2018

Attorney Dara Lynn Freytag of Tarlow Breed Hart & Rodgers has been elected to serve on the Board of Directors of Marisa's Mission (www.Marisas-Mission.org). Marisa's Mission was established in October of 2016 in an effort to keep alive the memory of Marisa D. Federico, who died of breast cancer on March 26, 2016, at the age of 37.

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Celebration of National Judicial Outreach Week

March 20, 2018

TBHR Partner Patricia Saint James marked National Judicial Outreach week by participating in an "Access Justice" seminar at world-renowned Berklee College of Music in Boston.

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Dara Lynn Freytag Presents at Boston Bar Association

February 2, 2018

Tarlow Breed Hart & Rodgers Attorney Dara Lynn Freytag was a presenter at the Boston Bar Association's Trusts & Estates Section Mid-Year Review in early February.

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TBHR Attends 52nd Annual Heckerling Institute on Estate Planning

January 25, 2018

Heckerling Institute on Estate Planning, which was held during the week of January 22nd at the Orlando World Center Marriott Resort and Convention Center in Orlando, Florida. Organized by the University of Miami School of Law, the Heckerling Institute on Estate Planning is the largest nationwide conference for estate planning professionals. Its faculty of leading experts explored today's most important tax and non-tax planning issues, including the planning implications of enacted and anticipated legislation.

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Ed Tarlow Honored with 2017 Regional Family Business Advocacy Award by the Family Business Association

Thursday, November 30, 2017

BOSTON and CONCORD, MA, ISSUED OCTOBER 30, 2017…The Family Business Association (www.fbaedu.com) has named Boston attorney Edward Tarlow as this

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TBHR's Tom Sheehan a Panelist at New England Family Business Conference

October 25, 2017

TBHR attorney Tom Sheehan was a featured panelist at the 2017 New England Family Business Conference, sponsored by the Family Business Association of Massachusetts and held at the Colonnade Hotel in Boston on October 24-25. Tom participated in an animated discussion on "The Value of Outside Advisors for a Family Business."

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Five Tarlow Breed Hart & Rodgers Attorneys Ranked Among Country’s Best Lawyers® by U.S. News

Thursday, August 17, 2017

Boston, MA: U.S. News Best Lawyers in America®, the oldest peer-review publication in the legal profession, has named five

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Tarlow Breed Hart & Rodgers Ranked Among Country’s Best Law Firms® by U.S. News

Monday, January 30, 2017

Boston, MA (January, 2017): U.S. News Best Lawyers in America®, the oldest peer-review publication in the legal profession, has ranked Tarlow Breed Hart & Rodgers, Boston, MA, among the nation’s Best Law Firms for 2017 in multiple categories.

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Preparing Your Client For Life After Divorce Seminar

Wednesday, January 04, 2017

Boston, MA – Tarlow Breed Hart & Rodgers’ attorney Sandy Lundy has been selected to serve as moderator for a panel discussion entitled, “Preparing Your Client for Life After Divorce” on Thursday, January 26, 2017, at the Social Law Library in Boston. The seminar is sponsored by Social Law Library, one of the largest and most respected legal-research institutions in the country.

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Four Tarlow Breed Hart & Rodgers Attorneys Ranked Among Country’s Best Lawyers® by U.S. News

Monday, August 15, 2016

Boston, MA (August 15, 2015): U.S. News Best Lawyers in America®, the oldest peer-review publication in the legal profession, has named four Tarlow Breed Hart & Rodgers attorneys as 2017 Best Lawyers in America.

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Patricia Saint James Elected President-Elect of the Massachusetts Probate and Inn of Family Court

Wednesday, June 15, 2016

Tarlow Breed Hart & Rodgers’ Patricia A. Saint James has been elected as President-Elect of the Massachusetts Probate and Inn of Family Court. Her term as president will begin in September 2017.

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Employers Should Amend Company Policy Documents in Light Of First-Ever Federal Trade Secrets Law

Wednesday, June 22, 2016

In May 2016, President Obama signed the Defend Trade Secrets Act of 2016 (“DTSA”) into law. This is the first federal law that regulates trade secrets, a critical type of intellectual property that, until now, has been regulated solely by the states - often in inconsistent ways.

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TBHR at the 4th Annual New England Family Business Conference

Wednesday, June 08, 2016

Several attorneys from Tarlow Breed Hart & Rodgers attended the 4th Annual New England Family Business Conference at the Omni Parker House in Boston on June 8, 2016. Dara Lynn Freytag and Cathy Watson served as emcees for the the events “Outstanding Women in Family Business” awards presentation, and Michael Radin moderated a panel discussion on “Financing Multiple Generations of a Family Business,” which was sponsored by the firm.

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Ed Tarlow Article on Divorce in a Family Business Published in Massachusetts Family Business

Friday, May 20, 2016

“When the Vow Breaks: The Effect of Divorce on a Family Business,” an article written by TBHR’s Ed Tarlow, has been published in the Spring edition of Massachusetts Family Business magazine.

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TELEPHONE OUTAGE

Wednesday, May 18, 2016

We apologize for the inconvenience, but there has been a daylong Verizon telephone outage in the Prudential Center area. At this time, technicians have been unable to restore service. If you need to reach your attorney please do so via email, or by calling their mobile device.

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TBHR’s Al DeNapoli Presents Update on Liquor Licenses at MRA’s “Around the Restaurant Industry in 150 Minutes” Conference

Wednesday, May 11, 2016

Tarlow Breed Hart & Rodgers partner Al DeNapoli was a featured speaker at “Around the Restaurant Industry in 150 Minutes,” a seminar presented by the Massachusetts Restaurant Association and Gray, Gray & Gray Certified Public Accountants. Under the heading of “What is Keeping Restaurateurs Up at Night?” Al covered changes to the state’s liquor licensing laws, including the trend toward “BYOB” licensing.

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Michael Radin Speaks at Transitioning Business Advisors Group

Wednesday, April 13, 2016

TBHR Partner Michael Radin spoke at a Boston meeting of the ProVisors® Affinity Group meeting on April 11, on the topic “Hidden Issues in M&A Transactions.” Michael co-presented with Rick Briggs of Consilium Partners.

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TBHR Client HR Knowledge Honored with “Future 50” Award

Monday, April 04, 2016

TBHR client, Jeffrey C. Garr, co-founder and CEO of HR Knowledge, Inc., has been named a recipient of SmartCEO magazine’s “Future 50” award for 2016. The Future 50 award program recognizes New England’s fastest growing mid-sized companies, who embody the entrepreneurial spirit critical for leadership and success. Jeff will be profiled in SmartCEO magazine and celebrated at an awards gala to be held in Boston.

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Al DeNapoli of Tarlow Breed Hart & Rodgers Honored by Massachusetts Restaurant Association

Wednesday, March 16, 2016

Boston, MA (March 16, 2016): Albert DeNapoli, Esq., a partner at the Boston law firm of Tarlow Breed Hart & Rodgers, P.C. (www.tbhr-law.com) has been named the 2016 Business Partner Associate of the Year by the Massachusetts Restaurant Association. The Business Partner Associate of the Year is an individual who, through his or her efforts, goes above and beyond the call of duty to support the food and beverage service industry in Massachusetts.

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TBHR Joins American Academy for Certified Financial Litigators

Wednesday, February 03, 2016

Al DeNapoli and Pat Saint James recently became members of the Massachusetts Chapter of the American Academy for Certified Financial Litigators. The AACFL is an educational institution dedicated to enhancing the legal profession through advanced financial education.

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John Finnegan a Co-Author of MCLE’s Municipal Law Manual

Friday, January 15, 2016

Boston, MA, January 15, 2015: Tarlow Breed Hart & Rodgers attorney John D. Finnegan was a contributor to the recently published Massachusetts Municipal Law manual. The manual, which is published by Massachusetts Continuing Legal Education (MCLE), is a comprehensive resource, containing explanations of many statutory and regulatory sources and case decisions with clear practice tips

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Kelly Aylward Elected Partner at Boston’s Tarlow Breed Hart & Rodgers

Friday, January 01, 2016

Boston, MA (January 1, 2016): Kelly Aylward has been elected a partner at Tarlow Breed Hart & Rodgers, PC, a Boston-based law firm. Attorney Aylward’s practice focuses on tax planning, estate planning, business administration, and trust and probate administration.

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Year-End Planning Perspectives

Tuesday, December 15, 2015

Tarlow Breed Hart & Rodgers’ Estate Planning and Administration practice group has published a helpful guide to year-end tax and estate planning. You can download a copy here.

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Michael Radin Featured Presenter

Tuesday, December 08, 2015

Michael Radin was the featured presenter at the November 17 meeting of the M&A Club Boston, a business and professional networking group focused on various aspects of mergers, acquisitions and corporate finance. Michael spoke on “Critical Terms in Vendor Agreements.”

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"Deflategate" is not over! Listen to Mark Furman on Radio Entrepreneurs

Sunday, November 15, 2015

Tarlow Breed Hart & Rodgers litigation expert Mark Furman was interviewed on a Radio Entrepreneurs webcast, where he discussed the NFL's appeal of the "Deflategate" ruling that overturned Tom Brady's four game suspension. Does Brady still have to worry about sitting out games?

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Michael Radin Presents at Continuing Legal Education Panel

Tuesday, November 03, 2015

For a second consecutive year, TBHR's Michael Radin presented "An Overview of and Introduction to Key Issues in Commonly Encountered Contracts Such As Vendor Agreements, Supply, Sales Representative, Distribution and OEM Agreements" at the Massachusetts Continuing Legal Education's (MCLE) November, 2015 program, Contract Review, Negotiation & Analysis.

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Boston's Tarlow Breed Hart & Rodgers Ranked Among “Best Law Firms” by U.S. News

Monday, November 02, 2015

Boston, MA (November 2, 2015): Tarlow Breed Hart & Rodgers, PC, has been named as a “Best Law Firm" for 2016 by the U.S. News-Best Law Firms in America®, the oldest peer-review publication in the legal profession. Tarlow Breed Hart & Rodgers was recognized in five separate practice areas

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Nine Attorneys from Tarlow Breed Hart & Rodgers Named "Super Lawyers" for 2015

Thursday, October 29, 2015

Boston, MA (October 30,2015): Nine attorneys at the Boston law firm of Tarlow Breed Hart & Rodgers, PC are among the New England Super Lawyers appearing in the November 2015 issue of Boston magazine.

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Kelly Aylward of Tarlow Breed Hart & Rodgers Elected President of the Greater Boston Fiduciary American Inn of Court

Wednesday, September 23, 2015

Boston, MA (September 23, 2015): Kelly Aylward, a senior associate at the Boston law firm of Tarlow Breed Hart & Rodgers, P.C. (www.tbhr-law.com) has been elected president of the Greater Boston Fiduciary American Inn of Court. She is a founding member of the Inn of Court and has served on the organization’s board of directors since 2013.

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Listen Up! Mark Furman on the Legal Aspects of “Deflategate”

Monday, August 31, 2015

Tarlow Breed Hart & Rodgers litigation expert Mark Furman discussed the legal aspects of the highly charged “Deflategate” controversy involving the New England Patriots’ quarterback Tom Brady and NFL Commissioner Roger Goodell as a guest on a recent Radio Entrepreneurs broadcast.

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Mark Furman Moderates Podcast on Market Basket

Friday, August 21, 2015

TBHR partner Mark Furman recently moderated a panel discussion on the high-profile Market Basket legal saga on the Radio Entrepreneurs podcast. Mark led a lively discussion of the high profile dispute that eventually involved the DeMoulas family, their employees and loyal customers. Click here to listen to “What Happened??!! The Market Basket Case and the Role of the Board.”

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Four Tarlow Breed Hart & Rodgers Attorneys Ranked Among Best Lawyers® for 2016 by U.S. News

Monday, August 17, 2015

Boston, MA (August 17, 2015): U.S. News Best Lawyers in America®, the oldest peer-review publication in the legal profession, has named four Tarlow Breed Hart & Rodgers attorneys as Best Lawyers for 2016.

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Mark Furman Interviewed About Market Basket Case

Wednesday, July 01, 2015

(July 1, 2015): TBHR’s Mark Furman was interviewed on the Radio Entrepreneurs podcast on July 1, 2015. Mark discussed what happened in the Market Basket case, one of the top business stories of the past year. You can listen to Mark’s interview here.

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Michael Radin Presents at Bentley Tax Update

Wednesday, June 24, 2015

(June 24, 2015): TBHR partner Michael Radin was a guest panelist at the fourth annual tax update at Bentley University in Waltham, MA, on Wednesday, June 14, 2015. Michael participated in a 90-minute presentation entitled, “Transferring Professional Practices to the Next Generation: Business and Tax Considerations.”

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Jennifer Civitella Hilario to Present at MCLE

Wednesday, June 24, 2015

TBHR partner Jenniver Civitella Hilario will serve as a faculty member for the MCLE’s “Estate Planning Client Hypotheticals” seminar on June 30, 2015. The seminar will cover key strategies for uncovering clients’ concerns and goals, and the development of estate plans that appropriately address the clients’ objectives.

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Kelly Aylward to Talk Decanting

Wednesday, June 24, 2015

TBHR partner Kelly Aylward has been invited to participate in the Greater Boston Fiduciary American Inn of Court on June 25, 2015. Her presentation is entitled, “Decanting Trusts and Wine: A Comparative Analysis” and covers the nuts and bolts of Trust Decanting.

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Mark Furman to Moderate Panel on the Market Basket Case

Thursday, June 18, 2015

TBHR’s Mark Furman will moderate a panel discussion on the high-profile Market Basket legal saga on Thursday, June 25, in Newton, MA. The panel, entitled “What Happened??!! The Market Basket Case and the Role of the Board,” is being hosted by Board Options, Inc., one of the country’s leading consulting firms for improving the performance of boards of directors.

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Kelly Aylward Earns TEP Designation

Wednesday, June 17, 2015

TBHR’s Kelly Aylward has been accepted into the Society of Trust and Estate Practitioners (STEP), and has earned the professional designation of Trust and Estate Practitioner (TEP).  Kelly was also recently accepted into the Boston Probate and Estate Planning Forum, and was appointed as a member of the Professional Advisors Network of The Boston Foundation.

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Kelly Aylward and Jennifer Civitella Hilario Present at MCLE Symposium

Wednesday, June 17, 2015

TBHR’s Kelly Aylward and Jennifer Civitello Hilario presented at the MCLE Estate Planning Symposium 2015 on June 17, 2015, speaking on the Massachusetts Uniform Trust Code and Non-Judicial Settlement Agreements.

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Matthew Furman of Tarlow Breed Hart & Rodgers Published in Massachusetts Law Review

Tuesday, May 12, 2015

Boston, MA (May 12, 2015): Massachusetts Law Review recently published a case comment by Matthew S. Furman, an attorney with the firm of Tarlow Breed Hart & Rodgers, PC in Boston, of the Supreme Judicial Court of Massachusetts’ ruling on a case involving arbitration (McInnes v. LPL Financial LLC). Furman delved into the broad impact of the Federal Arbitration Act over Massachusetts’ unfair trade practices statute, G.L. c. 93A.

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Greg Peterson of Tarlow Breed Hart & Rodgers Appointed to Special Senate Commission on Housing

Thursday, May 07, 2015

Boston, MA (May 7, 2015): Greg D. Peterson, a partner with Tarlow Breed Hart & Rodgers, PC, a Boston-based law firm, has been appointed to serve on the newly-created Special Senate Commission on Housing. The Special Commission has been tasked by Senate President Stanley Rosenberg to develop a path toward a 21st century housing policy reform measure.

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John Finnegan Presents at MCLE Municipal Law Conference

Tuesday, March 17, 2015

TBHR Of Counsel John Finnegan played an important part in the 13th Annual Municipal Law Conference 2015 presented by Massachusetts Continuing Legal Education, Inc. (MCLE) on March 18, 2015. As President of the Massachusetts Municipal Lawyers Association, John provided opening remarks for the conference, and he was also responsible for presenting the bankruptcy portion of the Municipal Finance Law Update.

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John Finnegan to Moderate Massachusetts Municipal Association Workshop

Monday, January 12, 2015

In his capacity as President of the Massachusetts Municipal Lawyers Association, Tarlow Breed Hart & Rodgers partner John Finnegan will lead a workshop on municipal legislation and caselaw updates during the upcoming Massachusetts Municipal Association’s Annual Meeting on Saturday, January 24th at 2:00pm at the Hynes Convention Center in Boston.

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The Resurgence of Sales by Collector’s Deed and Tax Lien Assignments in the Commonwealth: Authority, Mechanics and Challenges

Friday, January 09, 2015

Despite signs of economic recovery, many municipalities in the Commonwealth are continuing to deal with lingering effects of the collapse of housing prices, prolonged high unemployment and ensuing declines in revenue and local aid. They are confronting soaring demands for spending on public workers’ pensions and retirees’ health care resulting in slashed services, payroll cuts and municipal employee layoffs.

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TBHR’s John Finnegan Published in The Municipal Law Quarterly

Monday, January 05, 2015

John D. Finnegan, chairman of Tarlow Breed Hart & Rodgers’ Municipal Law Department, recently authored an article, “The Resurgence of Sales by Collector’s Deed and Tax Lien Assignments in the Commonwealth: Authority, Mechanics and Challenges,” that was published in the winter edition of The Municipal Law Quarterly, the official publication of the Massachusetts Municipal Lawyers Association (MMLA). John is the current President of the MMLA.

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TBHR’s Mark Furman Appears on Radio Entrepreneurs

Friday, December 12, 2014

Mark Furman, who serves as chairman of Tarlow Breed Hart & Rodgers’ Litigation Department, is also a sought after speaker. Mark is a regular guest on the popular Radio Entrepreneurs podcast, commenting on a wide range of litigation and legal issues. His most recent show covered the need for business owners to protect themselves and their companies with employee agreements not to compete, as well as agreements covering trade secrets and intellectual property.

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TBHR’s Michael Radin Presents at MCLE

Thursday, November 20, 2014

TBHR Partner Michael Radin participated on a panel on “Contract Review, Negotiation & Analysis” hosted by the Massachusetts Continuing Legal Education (MCLE) organization in Boston. Michael’s presentation was on drafting distribution contracts, an area in which he has extensive expertise.

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Boston’s Tarlow Breed Hart & Rodgers Ranked Among America’s “Best Law Firms” by U.S. News & World Report

Wednesday, November 05, 2014

Boston, MA (November 5, 2014): The Boston law firm of Tarlow Breed Hart & Rodgers, P.C., has beenranked as one of the Best Law Firms in America in a survey published by U.S. News & World Report-Best Lawyers.

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U.S. News & World Report Names Four Attorneys from Boston’s Tarlow, Breed, Hart & Rodgers as “Best Lawyers”

Wednesday, September 03, 2014

Boston, MA (September 4, 2014): Four attorneys from the Boston law firm of Tarlow, Breed, Hart & Rodgers, P.C., have been ranked among the “Best Lawyers in America®” in a survey published by U.S. News & World Report. Richard P. Breed, III, Jeffrey P. Hart, William R. Rodgers, and Greg D. Peterson all achieved the distinction of being recognized for professional excellence and consistently excellent ratings from clients and peers.

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Elizabeth O’Flaherty of Tarlow, Breed, Hart & Rodgers Wins American Bar Association’s Pro Bono Publico Award

Tuesday, July 15, 2014

Boston, MA (June 16, 2014): Elizabeth C. O’Flaherty, an attorney with the Boston law firm of Tarlow, Breed, Hart & Rodgers, P.C. (www.tbhr-law.com), has been named a winner of the 2014 Pro Bono Publico Award by the American Bar Association. Attorney O’Flaherty earned the award in recognition of her work on behalf of victims of sexual assault and domestic violence and their children. The award will be presented at the ABA Annual Meeting on August 9, 2014 in Boston, MA.

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Tarlow, Breed, Hart & Rodgers, P.C. Welcomes Patricia Saint James as a Partner and Chairperson of the Firm's Domestic Relations Practice

Thursday, April 24, 2014

We are very pleased to welcome Patricia Saint James as a Partner here at Tarlow, Breed, Hart & Rodgers, P.C., where she will serve as Chairperson of the firm's Domestic Relations Practice.

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Tarlow, Breed, Hart & Rodgers, P.C. (TBHR) is pleased to announce that Elizabeth C. O’Flaherty has joined the firm as an Associate in the Family Law Department

Monday, April 07, 2014

Beth specializes in all areas of family law. Beth has dedicated her practice to supporting families and helping them navigate the legal process. She provides comprehensive legal services to clients throughout the greater Boston area in matters involving divorce, property division, spousal support, child support, child custody and visitation. Her practice involves negotiating and drafting prenuptial, postnuptial and separation agreements as well as representing clients in modification and contempt proceedings.

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Tarlow, Breed, Hart & Rodgers, P.C. (TBHR) is pleased to announce that Dara Lynn S. Freytag has joined the firm as an Associate in the Trusts and Estates Department

Monday, March 17, 2014

Dara Lynn concentrates her practice in the areas of estate planning, estate and trust administration and taxation. Prior to joining Tarlow, Breed, Hart & Rodgers, Dara Lynn was an Associate with the firm of O’Neill & Neylon. She worked closely with high net worth individuals and families concentrating on estate and gift tax planning and trust and estate administration.

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The Massachusetts Independent Contractor Anomaly: What is it and how can it be managed?

Thursday, December 12, 2013

On December 11, 2013, Michael Radin and Matthew Furman presented “The Massachusetts Independent Contractor Anomaly: What is it and how can it be managed?” to the M&A Club Boston. Mike and Matt discussed the unique and extremely difficult Massachusetts’ test for independent contractors, industries that have been specifically targeted (in addition to individual suits), and the substantial penalties for non-compliance.

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Tarlow, Breed, Hart & Rodgers, P.C. (TBHR) is pleased to announce that Kelly Aylward has joined the firm as a Senior Associate.

Friday, November 15, 2013

Kelly focuses her practice in the areas of tax and estate planning, asset protection, business administration and succession, estate and trust administration, special needs planning, and charitable planning.

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Jennifer A. Civitella Hilario Has Been Named a Partner in the Firm

Thursday, August 01, 2013

Tarlow, Breed, Hart & Rodgers, P.C. (TBHR) is pleased to announce that Jennifer A. Civitella Hilario has been named a Partner in the firm.

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Emily C. Shanahan Has Been Named a Partner in the Firm

Thursday, August 01, 2013

Tarlow, Breed, Hart & Rodgers, P.C. (TBHR) is pleased to announce that Emily C. Shanahan has been named a Partner in the firm.

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Jon Barooshian Joins TBHR Government Investigations and Tax Controversy Practice

Thursday, May 09, 2013

Tarlow Breed Hart & Rodgers, P.C. is pleased to announce that Jon Barooshian has joined TBHR and will work in the firm’s expanding criminal and civil litigation practice focusing on governmental investigations and tax controversies. Since his work as an Assistant District Attorney in Massachusetts, Jon has nearly fifteen years’ experience defending individuals and corporations being investigated by federal and state agencies and, when necessary, defending these clients in administrative proceedings and at trial in both civil and criminal proceedings.