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.

Learn more about Ms. Rodgers' practice and how she can support your startup at WilmerHaleLaunch.com.

Honors & Awards

  • Recognized as "Up and Coming" in the Massachusetts tax market in the 2014, 2015 and 2016 editions of Chambers USA: America's Leading Lawyers for Business
  • Recommended in the 2016 edition of the The Legal 500 United States for her Tax: US taxes non-contentious practice
  • Selected by peers for inclusion in the 2013-2017 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

View

September 13, 2016

WilmerHale Advises Thermo Fisher Scientific in €1.6B Eurobond Public Offering

Thermo Fisher Scientific Inc. announced the completion of its public offering of €1 billion aggregate principal amount of 0.750% Senior Notes due 2024 and €600 million aggregate principal amount of 1.375% Senior Notes due 2028 at the issue prices of 99.122% of the principal amount and 99.748% of the principal amount, respectively.

August 15, 2016

WilmerHale Lawyers Named Among the 2017 Best Lawyers in America®, Six Recognized as Lawyers of the Year

Best Lawyers in America®—a respected peer-review publication in the legal industry—recognizes 101 WilmerHale lawyers and names six partners as Lawyers of the Year in its 23rd edition.

July 28, 2016

WilmerHale Advises Argos Therapeutics in Pricing of $50M Public Offering

Argos Therapeutics, Inc., an immuno-oncology company focused on the development and commercialization of individualized immunotherapies for the treatment of cancer based on the Arcelis® technology platform, announced the pricing of its public offering of $50 million.

July 20, 2016

WilmerHale Advises PerkinElmer in €500M Eurobond Offering

PerkinElmer, Inc., a global leader focused on improving the health and safety of people and the environment, announced that it has completed a public offering of €500 million aggregate principal amount of 1.875% Senior Notes due 2026 at an issue price of 99.118% of the principal amount.

July 18, 2016

WilmerHale Advises Intercept Pharmaceuticals in $460M Public Offering

Intercept Pharmaceuticals, Inc., a biopharmaceutical company focused on the development and commercialization of novel therapeutics to treat non-viral, progressive liver diseases, has announced the closing of an underwritten public offering of $460 million aggregate principal amount of 3.25% convertible senior notes due 2023.

July 1, 2016

WEX Completes Acquisition of Electronic Funds Source

WEX Inc., a leading provider of corporate payment solutions, completed its previously announced acquisition of Electronic Funds Source LLC, a provider of customized corporate payment solutions for fleet and corporate customers.

June 22, 2016

The Legal 500 United States 2016 Recognizes 111 WilmerHale Lawyers Across 30 Practice Areas

The guide's rankings are based on a series of criteria, including client feedback, interviews with private practice lawyers, and its own research.

June 22, 2016

WilmerHale Reps AS&E in $269M Acquisition by OSI Systems

American Science and Engineering, Inc., a leading worldwide supplier of innovative X-ray inspection solutions, announced that it has entered into a definitive agreement to be acquired by OSI Systems, Inc. for a total transaction value of approximately $269 million.

May 27, 2016

WilmerHale Lawyers and Practices Recognized in 2016 Edition of Chambers USA

Chambers USA: America's Leading Lawyers for Business announced its final rankings for the 2016 edition, with WilmerHale ranking among the nation's best in 47 practice area categories. Chambers also ranked 82 WilmerHale lawyers as leaders in their respective fields.

May 3, 2016

WilmerHale Represents MKS Instruments in Acquiring Newport Corporation and Securing $980 Million Acquisition Financing

WilmerHale represented its long-time client MKS Instruments, Inc., a global technology provider, in closing its acquisition of Newport Corporation, a worldwide leader in photonics solutions, for approximately $905 million.

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

Skip Navigation Links.

Education

JD, cum laude, Harvard Law School, 2000

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

Bar Admissions

Massachusetts

Skip Navigation Links.