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.
Recent Highlights
- Tax counsel to NYFIX in its acquisition by a subsidiary of NYSE Euronext; EqualLogic in its acquisition by Dell; Kronos in its acquisition by Hellman & Friedman; and RSA Security in its acquisition by EMC Corporation
- Tax counsel to SS&C Technologies, BAE Systems, and Akamai Technologies in several private company acquisitions
- Tax counsel to various companies, including State Street Corporation, Dean Foods Company and Staples, in debt and equity offerings and the establishment of credit facilities
- Tax counsel to Dean Foods Company in its spin-off of TreeHouse Foods
- 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.
Honors and Awards
- 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
Speaking Engagements
- Ms. Rodgers is a frequent speaker at the American Bar Association Tax Section meetings. She most recently spoke at the Corporate Tax Section Meeting in January 2010 on recent IRS private letter rulings.
- Boston Bar Association Tax Section – Sections 108 and 382 of the Code: Traps and Opportunities in a Challenging Economy – January 2009
- The National Association of Stock Plan Professionals – State Tax Considerations for Stock Plans – February 2008
- Boston Bar Association Annual MA Tax Update – Recent Developments in Sales and Use Tax – June 2005
Recent Publications
- Massachusetts Tax Reforms under the Economic Development Act (August 11, 2010) published as a WilmerHale Email Alert and later published by World Trade Executive, Inc. in its Practical U.S./Domestic Tax Strategies.
- Section 1603 Program for Grants in Lieu of Renewable Energy Tax Credits Extended (December 21, 2010), published as a WilmerHale Email Alert.
- Court of Federal Claims Rules Treasury Compelled to Award Section 1603 Grant if Statutory Requirements Met (January 31, 2010), published as WilmerHale Email Alert.
- Congress Extends 0% Inclusion for Gains on Small Business Stock Acquired Before December 31, 2011 (December 21, 2010), published as WilmerHale Email Alert.
- State Tax Considerations for Stock Plan Professionals (February 2008), published by The National Association of Stock Plan Professionals and as a WilmerHale Email Alert.
