Jamie Szal Email & Phone Number

Lewiston, Me, Us

Jamie focuses her practice on assisting businesses in all aspects of state and local tax controversy, from regulatory and administrative proceedings through civil litigation. In the wake of the 2018 U.S. Supreme Court decision in South Dakota v. Wayfair, in which Brann & Isaacson represented Wayfair, she also works with remote retailers of all sizes to evaluate their economic nexus profile, consider a sales and use tax collection action plan, and register with state and local tax authorities across the U.S.

Boston, Massachusetts, Us

As Counsel to the Commissioner, I was responsible for a docket of tax appeal cases, focusing on complex corporate tax appeals but also including personal income tax as well as sales/use tax appeals. Responsibilities involve litigating tax appeals, drafting and filing post-trial briefs, appellate briefs, requests for further/direct appellate review, discovery requests, pleadings, motions and other legal briefs, settlement memoranda and agreements, writing internal memoranda; discovery analysis and assisting in the development of case theories; conducting legal research, including case law, regulatory law, and legislative history; and financial data analysis.Involved in several of the DOR's "Million-Dollar" docket cases, taking the cases through discovery, trial preparation, settlement negotiations, and trial itself. Trained in mediation. I also served as the Intern Program Coordinator for the Litigation Bureau along with fellow counsel. Began working at the DOR as a law clerk while completing my final co-op internship during law school. Returned to the DOR as Volunteer Counsel in a part-time capacity following my admission to the MA bar. After working for for close to a year-and-a-half in the Office of Appeals, returned to the Litigation Bureau.

Working as Counsel to the Commissioner at the Department of Revenue in the Office of Appeals, I was responsible for a docket of tax appeal cases, encompassing both individual tax payer appeals related to personal income taxes, tax appeals related to assessments of sales & use taxes, as well as complex corporate appeals. Responsibilities involve settlement review, conducting settlement hearings, drafting settlement memoranda and letters of determination; writing internal memoranda; Information Document Request analysis and assisting in the development of case theories; conducting legal research, including case law, regulatory law, and legislative history; and financial data analysis.Formerly Volunteer Counsel to the Commissioner in the Litigation Bureau.Began working at the DOR as a law clerk while completing my final co-op internship during law school. Returned to the DOR as Volunteer Counsel in a part-time capacity following my admission to the MA bar.

Working as Volunteer Counsel to the Commissioner at the Department of Revenue, I was responsible for a docket of tax appeal cases, encompassing both individual tax payer appeals related to personal income taxes as well as complex corporate appeals. Responsibilities involved drafting and filing post-trial briefs, appellate briefs, requests for further/direct appellate review, discovery requests, pleadings, motions and other legal briefs, settlement memoranda and agreements, writing internal memoranda; discovery analysis and assisting in the development of case theories; conducting legal research, including case law, regulatory law, and legislative history; and financial data analysis.Involved in the settlement of several of the DOR's "Million-Dollar" docket cases, with a combined total settlement value in excess of $8m. Began working at the DOR as a law clerk while completing my final co-op internship during law school. Returned to the DOR as Volunteer Counsel in a part-time capacity following my admission to the MA bar.Completed a 12 week internship from December 2008 through February 2009. Returned to DOR in part-time capacity in December 2009.

Boston, Ma, Us

Worked for the College of Criminal Justice, specifically on the United Nations Convention Against Corruption Legal Library project.Putting my linguistic skills to use, I was responsible for surveying Francophone countries to determine whether they have enacted any domestic legislation relevant to the Convention. After locating electronic copies of such legislation through free web resources, I connected each law, provision-by-provision, with the relevant provisions of the Convention.

Draft and revise proposed rule filings. Analyze rules of national options exchanges and federal securities laws. Assist with investigations and inquiries. Draft Regulatory Circulars. Revise contracts. Analyze disclosure materials. Conduct advanced legal research. Write internal memoranda.

Us

Led surveillance inquiry. Analyzed disclosure materials. Analyzed federal securities laws and rules; rules of national options exchanges; and state corporate tariff. Drafted and revised proposed rule filings. Drafted Exchange plans. Wrote regulatory circulars. Revised contracts. Conducted advanced legal research. Wrote internal memoranda.

Conducted advanced legal research regarding securities law, rules of evidence, and civil procedure. Assisted with and investigatory interviews for potential securities laws violations. Assisted at depositions, testimony hearings, and meetings with counsel. Analyzed financial data and discovery materials. Conducted privilege reviews. Wrote internal memoranda and annotated case digests. Assisted during counsel meetings, and other Commission meetings.

Non-profit law firm and think tank focusing on business law issues, as well as appellate advocacy. Conducted advanced legal research for amicus briefs and drafted the same. Brief topics included the Federal Arbitration Act, antitrust civil investigative demand powers, and the corporate opportunity doctrine. Conducted statistical research and examined trends in MA Appeals Court decisions for white paper series. Drafted internal memoranda. Attended meetings of the Board.Katz & Seligman

Part time, academic years 2004-2006General Practice firm, focusing on Personal Injury. Drafted motions and correspondence. Assisted attorneys at hearings and depositions. Reviewed material with clients. Performed legal research. Conducted general administrative duties.

Reviewed and revised resumes and cover letters of fellow students. Organized and facilitated career informational panels.

Master Of Laws (Ll.M.), Taxation

Certificate In State And Local Taxation, Tax Law/Taxation

J.D., Securities, Financial Services, Business And Corporate Law, Litigation

B.A., International Studies- Middle East And Africa