People

Julie Hogan Rodgers

Partner

Rodgers, Julie Hogan

Julie Hogan Rodgers has extensive experience in the practice of tax law, focusing on taxable and tax-free mergers and acquisitions, spin-offs, bankruptcies and restructurings, lending and financing transactions, and state taxation. She advises on all sorts of taxable matters for a variety of industries, including financial services, energy, clean technology and manufacturing, among others. In addition, Ms. Rodgers has successfully handled complex tax issues before the Internal Revenue Service and state taxing authorities.

Practice

Ms. Rodgers' corporate tax practice focuses on taxable and tax-free mergers and acquisitions, spin-offs, bankruptcies and restructurings, and lending and financing transactions. She is a member of the firm's State and Local Tax Group and has extensive experience in state income taxation and state sales and use taxes. As a member of the firm’s Energy and Cleantech Group, she provides clients with advice on structuring their projects in a tax-efficient manner and assistance with federal and state tax incentives and credits, including the Section 1603 grant program and production and investment tax credits. Ms. Rodgers’ practice also includes representing clients in federal and state tax controversies.

Honors & Awards

  • Recognized as "Up and Coming" in the Massachusetts tax market in the 2014 edition of Chambers USA: America's Leading Lawyers for Business
  • Selected by peers for inclusion in the 2013, 2014 and 2015 editions of the Best Lawyers in America in the area of tax law
  • Named a "Massachusetts Super Lawyers' Rising Star" in the area of tax law in the May 2005, 2006, 2007, 2008 and 2011 issues of Boston Magazine

Publications & News

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May 23, 2014

Chambers USA Ranks Top WilmerHale Lawyers and Practices in 2014 Edition

We are pleased to announce the names of the individuals and practice areas that are ranked in the 2014 edition of Chambers USA: America's Leading Lawyers for Business.

October 15, 2013

Lessons Learned from the Short-Lived Computer Services Tax

As has been widely reported, the newly enacted statute expanding the Massachusetts sales tax to cover certain computer and software services (the Computer Services Tax) has been repealed after a substantial outcry from businesses, the Massachusetts Taxpayers Foundation and others.

September 20, 2013

Massachusetts DOR Extends Due Date for First Reporting of Sales and Use Tax on Computer and Software Services

As a result of a number of public statements from senior government officials indicating that the recently enacted sales and use tax on computer and software services is likely to be repealed in the near future, the Massachusetts Department of Revenue announced that it was extending the due date for the first reporting of such tax to October 20, 2013.

August 15, 2013

Best Lawyers in America® 2014 Recognizes Nearly 100 WilmerHale Partners, Naming Eight “Lawyer of the Year”

Nearly 100 WilmerHale lawyers have been selected for inclusion in the 20th edition of The Best Lawyers in America®—a respected peer-review publication in the legal industry.

August 1, 2013

MA DOR Issues FAQs Regarding New Sales Tax on Computer Services

On July 31, 2013, the Massachusetts Department of Revenue published responses to some frequently asked questions (FAQs) it received after the publication of Technical Information Release (TIR) 13-10 regarding the new sales tax applicable to computer system design services and the modification, integration, enhancement, installation or configuration of prewritten software.

July 30, 2013

Massachusetts Enacts Sales Tax on Computer Services

On July 24, 2013, the Massachusetts legislature overruled the veto of Governor Deval Patrick in enacting a transportation bill that includes several tax provisions designed to generate revenue for the transportation projects authorized by the legislation.

July 1, 2013

Thermo Fisher Completes $2.53 Billion Common Stock Offering

A team of WilmerHale transactional lawyers represented Thermo Fisher Scientific Inc. in its recently completed $2.53 billion underwritten public offering of its common stock made in connection with the forward sale agreements described below.

April 10, 2013

Massachusetts Governor's Tax Proposals for Businesses

The proposed 2014 Massachusetts budget submitted by Governor Deval Patrick includes not only provisions that eliminate many individual tax exemptions and increase the individual income tax rate from 5.25% to 6.25%, but also significant changes to the tax laws affecting businesses.

February 21, 2013

Massachusetts DOR Issues Draft Directive on "Cloud Computing"

February 13, 2013

$150 Million of Credits Available Under Phase II of Qualifying Advanced Energy Project Credit Program

The qualifying advanced energy project credit program (the “Program”) was established in 2009 by the Treasury Department (“Treasury”), the Internal Revenue Service (the “IRS”) and the Department of Energy (the “DOE”) following the enactment of Section 48C of the Internal Revenue Code (the “Code”), part of the American Recovery and Reinvestment Tax Act of 2009.

Recent Highlights

  • Tax counsel to SS&C Technologies, BAE Systems, and Danaher Corporation in several private company acquisitions
  • Tax counsel to various companies, including State Street Corporation, Staples and Bottomline Technologies in debt and equity offerings and the establishment of credit facilities
  • Tax counsel to Dean Foods Company in its spin-off of TreeHouse Foods and spin-off of The WhiteWave Foods Company
  • Tax counsel to the debtors in the Constar International, Arch Wireless, Mattress Discounters, and KB Toys Chapter 11 proceedings
  • Tax counsel to developer in connection with a tax-advantaged, sale-leaseback financing facility to be provided by Key Equipment Finance in the amount of up to $75 million to finance solar photovoltaic projects
  • Tax counsel to developer forming a joint venture with an established energy company to develop solar power plants
  • Tax counsel to individuals and companies in Massachusetts tax controversies, including issues from domicile to transfer pricing

Professional Activities

Ms. Rodgers has been a guest lecturer at the Boston University School of Law, Graduate Tax Program, on tax issues related to bankruptcies and workouts. She is a member of the Tax Sections of the American Bar Association and the Boston Bar Association and the Boston Tax Forum. She is a former co-chair of the Boston Bar Association’s Federal Tax and Business Transactions Committee and current chair of the American Bar Association’s Corporate Tax Committee.

Practices

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Education

JD, cum laude, Harvard Law School, 2000

BChE, summa cum laude, Villanova University, 1997, Phi Kappa Phi, Tau Beta Pi

Bar Admissions

Massachusetts