Tuesday, Dec 17, 2013
8:30am – 10:30am
The Supreme Court ruling in Windsor striking down part of the Defense of Marriage Act has changed the legal and tax landscape for same-sex couples who are married or considering marriage. This important ruling has myriad implication and touches upon many areas of the law. Our panel of CPAs and attorneys will review the most recent federal and state guidance resulting from the Windsor ruling, provide advice on the income tax, estate planning, and employee benefits implications of the decisions (including when to file amended tax returns), and discuss the pros and cons of getting married.
John Colucci, JD/CPA
McLane Law Firm
John has a dual background as both an attorney and CPA. This unique skill set gives John a differentiating perspective and depth of understanding of the legal issues necessary for protecting a growing business, as well as the financial drivers of operating and sustaining a successful company. John’s ability to communicate complex legal and business issues clearly, concisely and simply is a hallmark of his work, as is his easy manner, yet no-nonsense style in effectively managing business and legal matters for his clients.
Lillian Gonzalez, CPA, MST, CSEP, CSRP, ADPA
Gonzalez & Associates P.C.
Lillian's practice has been strongly focused on bringing equity, fairness and justice to the LGBT community and has devoted advocacy and attention to the issue surrounding DOMA.
Gail E. Horowitz, Esq.
Wade Horowitz LaPointe LLC
Gail and her firm have been on the forefront of planning for GLBT clients in Massachusetts. Her law partner, Ellen Wade was one of the plaintiffs in the Goodridge right to marry case that went before the Supreme Judicial Court. Gail and Ellen were the founding co-chairs of the Estate Planning section of the Massachusetts LGBTQ Bar Association
Erica Nadeau, CPA
DiCicco, Gulman & Company LLP
Erica provides tax planning, consulting and compliance for high net worth individuals. She is frequently called on to comment on LGBT tax issues.
Thomas J. McCord
Thomas J. McCord's practice deals primarily with employee benefits, including all ERISA issues, retirement plans, insurance and flexible benefit programs and executive compensation arrangements. He is also experienced in the areas of tax-exempt organizations and estate planning and administration.