Michael M. Davis

Michael M. Davis has been a tax partner in the Boston office of ZAG/S&W for more than thirty-five years. He concentrates his practice in income tax and estate planning, particularly for owners of closely-held businesses and real estate and holders of substantial liquid assets. He counsels numerous corporations, partnerships and limited liability companies, and he has established grantor retained annuity trusts for clients with substantial holdings of real estate and S corporation stock. He has written and lectured extensively on a variety of tax topics including presentations to the Federal Tax Institute of New England and the American Law Institute-American Bar Association. 

Publications

• "Current Thoughts on Installment Method Reporting: Old Problem Revisited, New Problems Under the 1969 Act," 29 New York University Institute on Federal Taxation (1971)
• "Tax Problems of Modification of Previously Entered-Into Tax-Free Reorganizations on Account of Breach of Warranty," 32 New York University Institute on Federal Taxation (1974)
• "Buying and Selling Property: the Determination and Treatment of Inputed Interest," 44 New York University Institute on Federal Taxation (1985)

News

• May 24, 2013
  Sullivan & Worcester Ranked in the 2013 Edition of Chambers USA
  S&W Press Release
• October 22, 2012
  S&W Attorneys Named 2012 Massachusetts Super Lawyers
  New England Super Lawyers Magazine
• August 22, 2012
  Sullivan & Worcester Attorneys Named in 2013 Best Lawyers®
  The Best Lawyers in America 2013®
• June 7, 2012
  Sullivan & Worcester Ranked in the 2012 Edition of Chambers USA
  Press Release
• October 20, 2011
  S&W Attorneys Named 2011 Massachusetts Super Lawyers
  New England Super Lawyers Magazine
• August 31, 2011
  Sullivan & Worcester Attorneys Named in 2012 Best Lawyers®
• October 19, 2010
  S&W Attorneys Named Massachusetts Super Lawyers
  New England Super Lawyers Magazine
• August 5, 2010
  Sullivan & Worcester Attorneys Named in 2011 Best Lawyers®
• June 17, 2010
  Sullivan & Worcester LLP Receives Top Rankings in Four Categories in the 2010 Edition of The Legal 500 United States
  S&W Press Release
• June 15, 2010
  Sullivan & Worcester LLP is Ranked in the 2010 Edition of Chambers USA
  S&W Press Release
• March 26, 2010
  Chambers USA Recognizes Sullivan & Worcester
• October 26, 2009
  S&W Attorneys Named New England Super Lawyers
  New England Super Lawyers Magazine
• August 3, 2009
  Sullivan & Worcester Attorneys Named in 2010 Best Lawyers®
  The Best Lawyers in America 2010

Client Advisories

• Current Estate Planning Opportunities Scheduled to Expire at End of 2012
• Estate Tax Advisory
• Estate Tax Advisory

Practices

• Business Owners & Investors Tax Planning
• Mergers & Acquisitions
• Tax
• Tax Planning for High Net Worth Individuals
• Trusts & Estates

Bar & Court Admissions

• Massachusetts, 1965
• U.S. Tax Court

Education

• LL.M., 1970, Boston University School of Law, 1970
• LL.B., Yale Law School, 1965
• B.A. and Sc.B., Brown University, 1962

Awards & Honors

• Massachusetts Super Lawyers (2004-2012)
• Top 100 Massachusetts Super Lawyers (2006-2008)
• Best Lawyers in America (1987-2013)
• Chambers USA, Leading Lawyer in Tax (2003-2013)
• PLC Which Lawyer?, Leading Lawyer in Tax (2008-2010)
• Madison Who's Who of Executives and Professionals (2006-2007)