McLane Middleton

Impacts of Post-Covid Office Space Market on Owners, Tenants, and Lenders
2023-09-13 07:30 - 09:00 (America/New_York) | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
The post-Covid period has been marked by a sharp decline in the office space market. Demand is down, vacancies are up, and many landlords have been forced to lower rents below what they would have offered before the pandemic. However, many of these owners either bought or re-financed their properties relying on rent expectations that might be out of date now. How will this affect the office space market and their lenders? This seminar will address these concerns and address thoughts on what this means for owners, tenants, and lenders going forward.

Confirmed speakers include:

John Weaver, Director, McLane Middleton, who will serve as moderator
David Gilkie, Senior Vice President, R.W. Holmes
Christopher Guthrie, Senior Vice President, Bank of America
Jason Solomon, Vice President, Eastern Bank

What's New in Estate Planning?
2023-09-26 07:30 - 09:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
What is the best way to protect my assets? How do I set up my family for the future? These questions and more are asked everyday to estate planners. Join attorneys Ryan J. Swartz and Caitlin G. McCurdy as they discuss changes and updates in the estate planning arena, recent cases involving the IRS, and the gift tax landscape moving forward. Learn the best strategies for asset protection, setting up trusts, and other advanced planning techniques.

Preparing for a Successful Transaction: What You Need to Know
2023-10-04 08:00 - 09:30 | Great Bay Community College, 320 Corporate Dr, Portsmouth, NH, 03801, United States
In this seminar, McLane Middleton attorneys Tony Delyani and Patrick Collins will discuss critically important pre-transaction considerations for owners/managers. Attendees will walk away with best practices for preparing for a business transaction, an understanding of the importance of coordinating personal and corporate planning. McLane Middleton’s legal experts will walk through the effective use of valuable planning vehicles (e.g. due diligence, estate planning) and how to prepare your business to both optimize value in a sale as well as mitigate the risk of a failed transaction. This seminar is designed to provide a powerful roadmap for a successful, long-term business transition.

The Neuroscience of Person to Person Collaboration
2023-10-05 07:30 - 09:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
What is the importance of in person collaboration? That question and other reasons many businesses are moving toward bringing their employees back into an in-person work environment will be addressed in this seminar. Presenter Rick Maybury, President of the Knowles Johnson Institute of Graduate Studies will discuss this idea in more depth and provide takeaways for organizations to consider for their own needs. Attendees will walk away with the answer to, “why do we have to come back to work?” As well as the importance of in-person collaboration in order for organizations to succeed.

What's Her Story with Joan Brodsky
2023-10-17 16:30 - 19:00 | Manchester Office, 900 Elm Street, Manchester, NH, 03101, United States
This networking series features successful women sharing their stories with other business owners and executives. Our guest speaker, Joan Brodsky, has a 40-year background in the arts, dance, and creative movement and is the founder of the New Hampshire Dance Collaborative, a nonprofit that provides interdisciplinary dance events across the state and offers well-paid opportunities for performing artists.

Massachusetts Employment Law Update
2023-10-19 08:00 - 12:30 | Crowne Plaza Boston-Woburn, 15 Middlesex Canal Park Dr., Woburn, MA, 01801, United States
This year’s Massachusetts Employment Law Update presented by McLane Middleton’s employment attorneys will take place on Thursday, October 19, 2023 from 8:00a.m. to 12:30p.m. at the Crowne Plaza in Woburn. This half-day event will provide important legal updates relating to the human resource function of business. Join our employment attorneys in discussing the latest trends in employment law as we prepare you to manage your workforce in the coming year.
Agenda:
8:00 a.m. – Registration/Welcome
8:30 a.m. – News You Can Use
Presenters: Adam M. Hamel & Sean S. LaPorta
This session will discuss federal and state court decisions effecting religious accommodations, diversity initiatives, and a wide range of other employment laws. In addition, the EEOC, US DOL, FTC and NLRB agencies have all recently issued guidance and proposed rules for employers. The impact of these decisions and agency actions on the workplace will be reviewed to ensure your business is remaining in compliance.
9:30 a.m. – Wage and Hour Developments
Presenter: Peg O’Brien
This session will provide an overview of employee wage and hour concerns, including classification of employees, calculation of overtime, and compliance with the Massachusetts Wage Act. Recent decisions on these topics and others will be reviewed to help employers avoid a costly wage claim.
10:30 a.m. – Break
10:45 a.m. – Managing Difficult Employees
Presenters: Brian B. Garrett & Amy M. Cann
This session will discuss managing and documenting employee performance, discipline and termination without triggering a claim against the business for discrimination or harassment. In addition various fact patterns to help your company effectively manage employment law litigation risks will be covered.
12:00 p.m. – Employee Handbooks
Presenter: Vineesha S. Sow
This session will review the key policies every employer should include in their employee handbook, as well as provide updates on policies employers may wish to review/adopt in preparation for 2024 in light of recent changes in employment laws and related developments including the impact of recent NLRB decisions on handbook policies.
12:30 p.m. – END

Profiting from Name, Image, and Likeness and its Impact on Independent Schools
2023-10-25 13:00 - 14:00 | Webinar, Webinar
In this session, McLane Middleton’s Education Practice Group and Sports Law Practice Group will provide background on the creation of Name, Image, and Likeness (NIL) rights and insights on how those rights impact independent school communities.

Massachusetts Estate Tax Update
2023-10-26 07:30 - 09:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
On October 4, 2023, Governor Healy signed into law Bill H. 4104: An Act to Improve the Commonwealth’s Competitiveness, Affordability, and Equity, which, among other tax reforms, increased the Massachusetts estate tax exemption from $1 million to $2 million and eliminated the notorious “cliff” effect—or disappearing exemption feature—of the prior law.
This new legislation, which retroactively applies to all estates for decedents dying on or after January 1, 2023, presents many planning opportunities for taxpayers, but it also raises many questions.
Please join Attorneys Bradford N. Vezina and Philip L. Tizzano as they provide an overview and analysis of the new tax law; explore ambiguities and questions raised by the same; and examine estate planning strategies necessary to fully utilize this increased estate tax exemption.

The Alphabet Soup of Advanced Planning Trusts
2023-11-30 07:30 - 09:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
When working with a high net worth or ultra high net worth client there are several different ways to approach their estate plan. This seminar will include several of those techniques including:

SLATs – Spousal Lifetime Access Trusts
IDGTs – Intentionally Defective Grantor Trusts
APTs – Asset Protection Trusts
QSBS stacking – Qualified Small Business Stock stacking
CLTs – Charitable Lead Trusts

Please join Attorneys Cristina Blau and Patrick Collins as they provide an overview of these techniques and highlight the key features of each strategy.

Corporate Transparency Act
2024-01-23 13:00 - 14:00 | Webinar, Webinar
Starting January 1, 2024, corporations and limited liability companies with fewer than 20 full-time employees in the United States, less than $5 million in U.S.-sourced gross receipts or sales, and a physical operating presence in the United States will be required to register their entity and its beneficial owner(s) with the Financial Crimes Enforcement Network (FinCen), a bureau of the United States Department of the Treasury. Join Patrick Closson, Chair of McLane Middleton’s Corporate Department, and Tony Delyani as they discuss the Corporate Transparency Act and how you can get ready for the changes.

The Lifecycle of a Deal From A-Z
2024-01-25 12:00 - 13:30 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
The lifecycle of an M&A deal can vary depending on the type of transaction, but the stages are similar. In this seminar, McLane Middleton Corporate attorneys John Colucci, Jesse Angeley, and Ramey Sylvester will discuss the various stages of a transaction, things that you should know, and ways you can help move the transaction along smoothly. Topics include:

Preparing your business for a sale
Non-disclosures
Letter of intent
Due-diligence
Purchase Agreements
Escrows and Indemnification
Employment and Non-Competition Agreements
Working Capital and Closing Statements
Post-Closing Matters

Target Audience: Business buyers and sellers
Please note: Lunch will be served

The Anatomy of a Real Estate Deal
2024-03-14 12:00 - 13:30 | MA
When buying or selling a property, there can be a lot of steps to complete before a closing can happen. In this engaging seminar, McLane Middleton Real Estate attorneys John Weaver, Laura Dodge, Brianna Burns and Andrew Sutton will walk you through the sale or purchase of a property and the important steps you cannot forget.
Topics include:

Letter of Intent
Negotiating the Purchase and Sale Agreement
Cost and expense considerations
Due diligence concerns (title, environmental, survey, etc.)
Contingencies
Title – Review, Remediating and Insurance
Financing
Closing issues and considerations
And much more

What's Her Story Featuring Jennifer Todd
2024-03-19 16:30 - 19:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
This networking series features successful women sharing their stories with other business owners and executives. Our guest speaker, Jennifer Todd, Senior Vice President with the Boston Celtics, will sit down with McLane Middleton attorney Jennifer Parent to discuss her passion for the sports industry and how she has transferred that passion into a successful sports career. From co-founding a top amateur hoops tournament, to her involvement in a landmark Title IX case during college, to building relationships and opportunities for those wanting to get involved in sports Jennifer will share her path and the impact she has made.

Protecting Your Business in 2024: How to Start the Year off Right
2024-03-21 07:30 - 10:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
In this engaging two-hour session, our litigation attorneys will discuss risk management for businesses, provide an understanding of the litigation process, and review best practices for litigation management. Topics include:

Best Practices for Implementing Litigation Holds and Managing Electronic Communications During Disputes
Regulating Speech in the Workplace And Handling Employee Conflict During a Controversial Primary and General Election
2023 Top Court Decisions Affecting Your Business
To Arbitrate or Not to Arbitrate: Considerations in Contracts

Advanced Planning Trusts
2024-04-17 08:00 - 09:30 | Great Bay Community College, 320 Corporate Dr, Portsmouth, NH, 03801, United States
When working with a high net worth or ultra high net worth client there are several different ways to approach their estate plan. Please join Attorneys Denis Dillon and Whitney Gagnon as they provide an overview of several different techniques and highlight the key features of each strategy.

How ESOPs Can Benefit Owners and Employees
2024-04-23 16:30 - 19:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
Whether you are planning for the future or looking to create ownership for your employees, or somewhere in between, you should be looking into an ESOP. An ESOP is an Employee Stock Ownership Plan that enables employees to own part or all of the company they work for, while providing liquidity for the business owner. Our expert panel will provide a broad overview of ESOPs, discussing topics such as: how transactions are structured and financed, how to best use ESOPs as a succession tool, how ESOPs generally operate, and their significant tax advantages.

How Will Your Business Comply with the New Privacy Law Adopted in New Hampshire
2024-05-07 12:00 - 13:00 | Webinar, Webinar
New Hampshire has joined fifteen other states (and counting) and many prominent countries in adopting a comprehensive privacy law. Because the law takes effect January 1, 2025, businesses that have not already achieved compliance with other such privacy laws need to start preparing now to comply by the end of the year. In this webinar, McLane Middleton attorney Cameron Shilling will explain the rights afforded to individuals and obligations imposed on businesses by this new privacy law, and present a practical and achievable strategy for your business to implement and comply with.

What's Her Story with Julie Lenzer
2024-05-08 16:30 - 19:00 | Manchester Office, 900 Elm Street, Manchester, NH, 03101, United States
This networking series features successful women sharing their stories with other business owners and executives. Our guest speaker, Julie Lenzer, Chief Innovation Officer at the Advanced Regenerative Manufacturing Institute (ARMI), will sit down with McLane Middleton attorney Linda Johnson to discuss her passion for entrepreneurship and technology. From working on advancing the bioeconomy of the U.S, to developing strong workforce diversity initiatives, to empowering the next generation of women leaders by being the Chair of the Board of the Girls Scouts of Central Maryland, Julie will share her path and all of her experiences along the way.

Advanced Estate Planning Techniques: SLATs 101 & 102
2024-05-16 07:30 - 09:00 | Manchester Office, 900 Elm Street, Manchester, NH, 03101, United States
Spousal Lifetime Access Trusts (SLATs) are one of the most popular advanced estate planning techniques due to the flexibility they provide to families. In light of the sunset of the lifetime exemption at the end of 2025, we expect to see many clients creating a SLAT over the next year and a half. Join attorneys William V.A. Zorn and Caitlin G. McCurdy as they highlight the key features of a SLAT, compare different funding strategies, and alternative structures, as well as discuss the overall advantages, disadvantages and potential risks.

The Lifecycle of a Deal from A-Z
2024-08-29 12:00 - 13:30 | Manchester Office, 900 Elm Street, Manchester, NH, 03101, United States
The lifecycle of an M&A deal can vary depending on the type of transaction, but the stages are similar. In this seminar, McLane Middleton Corporate attorneys Jesse Angeley, Ramey Sylvester, and Amelia Elacqua will discuss the various stages of a transaction, things that you should know, and ways you can help move the transaction along smoothly. Topics include:
Preparing your business for a sale
Letter of intent
Due-diligence
Purchase Agreements
Employment and Non-Competition Agreements
Post-Closing Matters
Target Audience: Business buyers and sellers

What's Her Story featuring Abby Chin
2024-09-12 17:00 - 19:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
This networking series features successful women sharing their stories with other business owners and executives.
Our guest speaker, Abby Chin, longtime courtside reporter for the 18-time NBA Champion Boston Celtics’ on NBC Sports Boston will sit down with McLane Middleton attorney Jennifer Parent to discuss her passion for sports broadcasting and will share how she worked her way up through the ranks to get where she is today.

2024 Economic Outlook
2024-09-19 07:30 - 09:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
Will there be continued economic growth for 2024? How will interest rates continue trending over 2024/2025? These questions and many others are being asked more frequently in an ever changing economy. Join McLane Middleton attorney John Colucci along with Terry Sylvester Charron, Senior Director, Investment Strategist with BNY Wealth and Brien Moriarty, Senior Vice President with BNY Wealth as they navigate a discussion on the economic outlook for this year and into 2025, the investment market, as well as other topics that are impacted by the current economic climate.

Post-Mortem Planning: ﻿Strategic Estate Planning Does Not End at Death
2024-09-24 07:30 - 09:00 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
While many popular estate planning strategies are created and implemented during a client’s lifetime, other strategies and opportunities are available after the client’s death. Some strategies can be used to fix a “broken” estate plan or address changed circumstances, while others are implemented post-mortem to achieve goals contemplated during the client’s life. During this presentation, McLane Middleton attorneys Ryan Swartz and Katie Hislop will discuss various post-mortem planning strategies to help reduce estate, income and GST tax and accomplish other estate planning objectives. The presenters will discuss such issues as Disclaimers, QTIP Elections, Portability, Alternate Valuation, Deferral of Estate Tax, and 65-Day Elections, and how they can be used to minimize tax and achieve estate planning goals.

Massachusetts Pay Transparency Update
2024-09-25 12:00 - 13:00 | Webinar, Webinar
On July 31, 2024, Massachusetts Governor Maura Healy signed into law Bill H.4890 – An Act Relative to Salary Range Transparency. The Act contains new pay transparency and wage reporting requirements applicable to certain employers with employees in Massachusetts.
In this informative webinar, McLane Middleton Employment Attorneys Adam Hamel and Vineesha Sow will discuss the new pay transparency requirements and what employers can do before the law goes into effect on July 1, 2025.

Future Headwinds? Estate Planning and the 2024 Election
2024-10-15 12:00 - 13:30 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
Please join McLane Middleton attorneys Bradford N. Vezina and Philip L. Tizzano as they explore and analyze how the upcoming presidential election and proposed tax reforms (income, gift, and estate) could dramatically alter and curtail some of the most widely used planning tools and strategies currently available to estate planners and wealth advisors. The presenters will also examine planning opportunities for clients to take advantage of now in anticipation of these possible tax changes.
Topics include the following:

Sunset of high exemption amounts under the Tax Cuts and Jobs Act (TCJA)
Proposed progressive estate tax rates
Possible changes to income tax basis step-up at death rules and grantor trust planning
Proposed GRAT reform
Possible adjustments to the gift and generation-skipping transfer (GST) tax
Valuation discounting

Please join us for a discussion of some essential planning opportunities available under current law—opportunities that may be diminished, curtailed, or unavailable following the election.

What's Her Story with Tanna Clews
2024-11-19 17:00 - 19:00 | Manchester Office, 900 Elm Street, Manchester, NH, 03101, United States
This networking series features successful women sharing their stories with other business owners and executives. Our guest speaker, Tanna Clews, CEO & President of the New Hampshire Women’s Foundation will sit down with McLane Middleton attorney Linda Johnson to discuss her passion for mentoring and empowering women and girls. From her early days working in politics, to transitioning to the nonprofit world, to creating programs and opportunities for the next generation of women by leading the New Hampshire Women’s Foundation, Tanna will share her path and all of her experiences along the way.

NHSCPA/McLane Middleton Tax Forum
2024-11-22 08:00 - 16:00 | Grappone Center, 70 Constitution Ave, Concord, NH, 03301, United States
This 42 nd annual NHSCPA/McLane Middleton Tax Forum will be held on Friday, November 17, 2023 at the Grappone Center in Concord, NH.
Agenda:
8:00 a.m. – 8:05 a.m. – Welcome & Introductions

John E. Rich, Jr., McLane Middleton

8:05 a.m. – 9:30 a.m. – Federal Tax Update
Speakers:

Holly Salois & Josh Sandler, McLane Middleton
Matthew Foley, LGA LLP

This session will focus on recent federal tax updates along with highlighting the key federal tax items that will be addressed, or not, upon the forthcoming sunset of certain of the TCJA provisions. This will include an update on key United States Supreme Court cases such as Loper Bright Enterprises v. Raimondo and Moore v. United States, as well as legislative guidance issued during the past year and any late breaking tax developments.
9:30 a.m. – 9:45 a.m. – Break
9:45 a.m. – 11:00 a.m. – Artificial Intelligence
Speakers:

John F. Weaver, McLane Middleton
Kory Reynolds, Baker Newman Noyes
Ryan Robinson, Mainstay Technologies

This panel will explore how AI is transforming tax and legal services, focusing on its applications, risks, and compliance challenges. Panelists will discuss AI’s role in fraud detection, data management, security, and evolving legal standards, offering insights into the future of professional services in an AI-driven landscape.
11:00 a.m. – 11:15 a.m. – Break
11:15 a.m. – 12:15 p.m. – IRS Update: Direct Filing and Enforcement Initiatives
Speaker:

Joe McCarthy, IRS

In this session learn about the most common ways tax practices are breached and their client tax information stolen. Also, learn about steps you can take better secure your tax information. There will also be a discussion about the Federal Trade Commission (FTC) safeguard rule; specifically the written information security plan (WISP) requirement and the FTC multi-factor authentication requirement for securing client data.
12:15 p.m. – 1:15 p.m. – Lunch
1:15 p.m.-2:15 p.m. – Local/State Tax Update / Issues relating to Remote Workers
Speakers:

Margaret “Peg” O’Brien, McLane Middleton
Leanne Scott, Baker Newman Noyes

State & Local Tax Update
This session will highlight recent New Hampshire tax developments, then pivot to focus on a more multistate picture of common tax issues faced by companies in employing and deploying remote workforces. For ex., multistate income tax withholding, nexus for other tax types (business income/franchise, gross receipts, sales/use taxes), etc.
Legal Considerations with Remote Workers
This session will explore some of the key legal considerations associated with remote workers such as wage and hour compliance and leave laws. Do you know which state laws apply to your client’s workforce?
2:15 p.m. – 2:30 p.m. – Break
2:30 p.m. – 4:00 p.m. – Gift and Estate Planning for Individuals and Closely Held Business Owners Post-TCJA
Speakers:

Christina L. Krakoff, McLane Middleton
Jean McDevitt, Baker Newman Noyes
Kevin Kennedy & Jessica Parasco, Maloney and Kennedy, PLLC

This session will provide an overall review of Business Valuations related to estate and gift tax planning as well as updates on IRS positions on business valuations. In addition a discussion on Estate and Gift Tax planning and an update including the Tax Cut and Jobs Act expiring components.
CPE Credits: 8

Admitting and Accommodating Students with Disabilities
2024-12-04 13:00 - 14:00 | Webinar, Webinar
In this engaging webinar, our Education Law Practice Group will cover how independent schools should handle both the admissions process and day-to-day enrollment of students with disabilities. The session will dissect the legal framework for disabilities at independent schools, including what constitutes a disability or a reasonable accommodation. We will also explore various case studies that highlight recommended actions in responding to accommodation requests and how best to support disabled students on campus. Attendees will be provided with practical tips on the types of admissions questions that may be asked, and what policies related to disabilities schools should consider implementing.

Let’s Talk About It: New Hampshire’s Transgender School Athletics Law & Impact on Independent Schools
2024-12-10 12:30 - 13:30 | Webinar, Webinar
As winter sports season arrives, new questions are coming into focus about the effect of New Hampshire’s recently passed law concerning transgender students’ participation in school athletics. Join members of McLane Middleton’s Education Law Practice Group for an interactive discussion about the specific requirements of the law, the law’s impact on independent schools, and how schools can address community concerns surrounding the law.

The Massachusetts Employers' 2025 To-Do List
2025-01-08 12:00 - 13:30 | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
The start of a new year is a great time to review and update employment practices. Join members of McLane Middleton’s Employment Law Practice Group for a discussion of what employers can expect from the new administration and some key items that Massachusetts employers should consider putting on their “To-Do” list in 2025, including wage and hour best practices, the Massachusetts Pay Transparency Act requirements, and updates to employee handbooks.
