People

Julie Hogan Rodgers

Partner

Rodgers, Julie Hogan

Julie Hogan Rodgers is partner in the Tax Practice Group. She joined the firm in 2000.

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. She is also a member of the firm’s Energy and Cleantech Group and provides energy and cleantech 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

  • Selected by peers for inclusion in the 2013 edition of The Best Lawyers in America
  • 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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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.

December 18, 2012

Medical Device Excise Tax Set to Become Effective January 1, 2013

Beginning January 1, 2013, a 2.3 percent excise tax will be imposed on sales of “taxable medical devices” by manufacturers and importers. This tax, known as the “Medical Device Excise Tax” (MDET), was enacted as part of The Health Care and Education Reconciliation Act of 2010.

June 1, 2012

Massachusetts DOR Issues Final Directive on Restrictions on Pledges of Security Corporation Stock

April 19, 2012

Massachusetts DOR Revises Its Proposed Directive on Restrictions on Pledges of Security Corporation Stock

October 28, 2011

Cloud Computing Poses State Tax Risks

October 24, 2011

Investing in Qualified Small Business Stock in 2011

October 7, 2011

Massachusetts DOR Proposes New Restrictions on Pledges of Security Corporation Stock

February 25, 2011

WilmerHale Represents Thermo Fisher Scientific in Dual Unit Sale and $2.2 Billion Debt Offering

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 anticipated 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. She is currently co-chair of the Boston Bar Association’s Federal Tax and Business Transactions 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