Amy E. Sheridan
T
(617) 338-2897
F
(617) 338-2880
Amy E. Sheridan is an associate in the Tax Department of our Boston office. She concentrates her practice in the employee benefits area and is experienced in addressing documentation and compliance issues for welfare plans (including HIPAA Privacy and Security requirements), qualified retirement plans and individual retirement accounts. She has assisted with the design and review of nonqualified deferred compensation arrangements, including for compliance with Internal Revenue Code Sections 409A and 457A. Ms. Sheridan is also experienced in analyzing ERISA prohibited transaction, fiduciary and reporting issues.
Speaking Engagements
- "The New Medicare Tax on Net Investment Income," Boston Bar Association (January 10, 2013)
- "Establishing International Operations," Financial Executives International (FEI) (December 14, 2012)
- "Health Care Reform and Other Critical Tidbits," Annual Seminar for HR and Benefits Professionals (June 20, 2012)
- "United States International Tax Law Developments," The 5th Annual Worldwide Tax Update (May 15 and 16, 2012)
- "Key Employer Issues in the New Health Care Law," Annual Seminar for Benefits Professionals (June 21, 2011)
- "Developing a Road Map for Saving and Investing: How to Accumulate and Manage Wealth," Boston Bar Association (February 18, 2010)
Publications
- Getting Personal: Tax Rules Change Hits Some Hedge Fund Pay, Dow Jones Newswires (July 27, 2009)
- Code Section 457A Requires Immediate Attention by Certain Sponsors of Nonqualified Deferred Compensation Arrangements, Practical U.S./International Tax Strategies (June 2009)
Professional & Civic Activities
- Boston Bar Association, Tax Section Steering Committee-at-large member
- American Society of Pension Professionals & Actuaries - New England Benefits Council, Programming Chair
- Wellesley College Alumnae Association of Boston, President
News
- October 22, 2012
Sullivan & Worcester Attorneys Selected as 2012 Rising Stars - October 21, 2011
Sullivan & Worcester Attorneys Selected as Rising Stars
New England Super Lawyers Magazine - October 19, 2010
Sullivan & Worcester Attorneys Selected as Rising Stars
New England Super Lawyers Magazine - October 26, 2009
Sullivan & Worcester Attorneys Selected as Rising Stars
New England Super Lawyers Magazine
Seminars & Speaking Engagements
- January 10, 2013
The New Medicare Tax on Net Investment Income - December 14, 2012
7:00 a.m. (registration)
7:30 a.m. - 9:00 a.m. (seminar)
Establishing International Operations - June 20, 2012 (8:00 a.m. - 11:30 a.m.)
Annual Seminar for HR and Benefits Professionals - June 21, 2011 (8:00 a.m. - 11:30 a.m.)
Annual Seminar for Benefits Professionals
Client Advisories
- Retirement Plan Fee Disclosure: A Practical Approach
- Focus on Retirement Plans
- Benefits Developments for 2012
- IRS Announces Key 2012 Indexed Limits
- Reminder of New, Earlier Deadline for Medicare Part D Notice
- IRS Announces New Employee Classification Settlement Program
- 2010 Roundup and 2011 Forecast
- Month-End Benefits Reminders and 2011 Changes
- Federal Trade Commission, Department of Commerce Seek Comment on Regulatory Proposals for Data Privacy
- Congress Passes Clarification to Red Flags Requirement
- Critical End of Year Issues Arising from Federal Health Care Reform
- HIPAA Privacy and Security Rules Update
- Yet Another COBRA Subsidy Extension Requires Immediate Employer Action
- Latest COBRA Subsidy Extension Requires Immediate Employer Action
- New COBRA Subsidy Extension Requires Prompt Employer Action
- Month-End Benefits Reminders
- New Tax Return Requirement for Certain Group Health Plan Mandates
- 2009 Required Minimum Distributions - Transition Relief Ends November 30, 2009
- IRS Announces Key 2010 Indexed Limits
- Code Section 457A Requires Immediate Attention by Certain Sponsors of Nonqualified Deferred Compensation Arrangements
- COBRA Subsidy and Other Benefits Developments
- Model COBRA Notices Under ARRA
- Stimulus Package Contains Complicated COBRA Subsidy Provisions
- A Question-and-Answer Guide to Code Section 409A
Practices
- Benefits Plan Design & Administration
- Employee Benefits & Executive Compensation
- Employment & Benefits
- ERISA Fiduciary
- Executive Compensation
- International Tax
- Privacy & Data Security
- Private Investment Funds & Institutional Investors
- Securities & Corporate Governance
- Tax
Bar Admissions
- Massachusetts, 2005
- U.S. Tax Court
Education
- LL.M., Taxation, Boston University School of Law, 2009
- J.D., Harvard Law School, 2005
- B.A., magna cum laude, Wellesley College, 1999
Awards & Honors
- "Rising Star," Massachusetts Super Lawyers (2007-2012)