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Mitchell S. Halpern , JD

Partner, Tax Services Group

"Exceptional client service is about going beyond what is expected. To be successful, you must always and consistently put your clients' best interests first. I am proud to be with a firm that recognizes the importance of the "client first" philosophy."
 

Background

Experience:

  • Tax and financial advice specific to professional athletes and entertainers
  • Multi-state taxation
  • Family wealth-sharing strategies
  • Contract negotiation support
  • Estate planning & taxation
  • Business succession planning

Education:

  • Bachelor of Science in Communications Management
  • JD, Boston University School of Law
 

Professional

  • Boston Estate Planning Council, Membership Involvement Committee
  • Sports Financial Advisers Association – past Board member
  • Sports Lawyers Association
  • Admitted to Practice Law in Massachusetts and New York
  • Admitted to Practice before the United States Tax Court
  • Author of Published Chapter on State and Local Taxation of Professional Athletes
  • Speaker on Latest Developments in State Taxation of Non-Resident Professional Athletes
  • Boston Estate Planning Council, Membership Involvement Committee
  • Sports Financial Advisor Association, Former Member of Board of Directors
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