About the Editors
Stephen is a tax lawyer who solves tax problems differently. Over the course of his extensive career, Steve has acquired specific skills and developed a unique approach that helps clients develop and implement holistic solutions to all varieties of tax problems. He combines strategic thinking with effective skills for the courtroom, the statehouse and the conference room.
Steve practices at the forefront of state and local tax issues, including developments in the world of cloud computing and digital goods and services. He helps clients understand tax threats and opportunities, and develop holistic solutions, no matter the tax issues or jurisdiction. He also brings this same skill set to the highly challenging world of unclaimed property.
Mary Kay focuses her practice on state and local tax disputes. She helps clients with audits, tax-related litigation, letter rulings and settlement conferences. Mary Kay has experience resolving disputes involving income, sales and use, utility and telecommunications taxes, as well as premium and retaliatory tax.
Mary Kay has an extensive litigation background in state and federal court, as well as administrative tribunals. She has particular experience in the defense of qui tam (whistleblower) claims filed in the state tax arena, and has won the dismissal of many Illinois False Claims Act cases. Mary Kay played a key role in most of the reported decisions issued by the Illinois appellate court in this area over the last decade. She also has experience defending clients against class action and consumer fraud claims.
Richard focuses his practice on state and local tax litigation before administrative and judicial bodies, at all levels and in multiple states, with respect to income, franchise, gross receipts, and sales and use taxes. He also advises clients on the state and local tax consequences of business restructurings, as well as the impact of new state legislation on current business operations.
Richard publishes frequently on state and local tax topics, with articles appearing in numerous professional publications, including State Tax Notes, Bloomberg BNA Weekly State Tax Report, Bloomberg BNA Multistate Tax Report, The Tax Executive, the Journal of State Taxation, the Boston Business Journal, and the New York University Institute on State and Local Taxation. He also has spoken on state and local tax topics in multiple forums, including the Boston Bar Association – State and Local Tax Section, Tax Executives Institute, Strafford webinars and the Philadelphia Bar Institute.