Matthew A. Morris

Matthew A. Morris is a tax partner who represents businesses and individuals in a broad range of federal, state, and international tax planning and tax controversy matters.

A partner in the firm’s Corporate Department, Matt provides tax expertise across all segments of Sherin and Lodgen’s practice, with a concentration on tax issues affecting business entities and their stakeholders, including owners and key employees. He has experience in structuring tax-efficient business acquisitions and dispositions and providing comprehensive tax guidance regarding the organizational and operational issues of business entities including partnerships, LLCs, S corporations, non-profit entities, and domestic and foreign taxable corporations. Matt also provides tax advice in connection with real estate investment and development; employee, shareholder, and partner dispute resolution; shareholder and employee agreements; and employee compensation structuring.

In addition to his experience with tax planning, Matt also devotes a significant portion of his practice to federal, state, and international tax controversy resolution. He has worked closely with the IRS Office of the National Taxpayer Advocate, prepared requests for IRS private letter rulings, represented corporate clients in transfer pricing disputes before the U.S. competent authority, and negotiated settlements with the IRS and Massachusetts Department of Revenue (“MDOR”) Offices of Appeals. When the IRS or MDOR are unwilling to settle on mutually agreeable terms, Matt is prepared to litigate. He has represented clients in tax disputes before the U.S. Tax Court, the Massachusetts Appellate Tax Board, and the Supreme Judicial Court of Massachusetts.

Before joining Sherin and Lodgen, Matt was Senior Manager, Tax Controversy Services at KPMG’s Boston office. Prior to joining KPMG, Matt was a Tax Partner at Bowditch & Dewey LLP in Framingham, Massachusetts. Matt has been a Part-Time Instructor of State and Local Taxation at Northeastern University D’Amore-McKim School of Business since 2016.