Call Us Today 617-357-5200
Sophisticated Legal Solutions Boutique-Style Service
By Ari Sonneberg and Barry Salkin In its January 2026 statement of enforcement policy, the Department of Labor (“DOL”) indicated that cybersecurity and data protection were its highest priority. Under current law, a participant or a beneficiary in a tax-favored...
DOL Audit Yields Recommendations for 3 Agencies - Andrew Oringer, PLANSPONOSR, July 8, 2026 (PDF)
Marshal S. Grant Joins The Wagner Law Group’s Boston Office - The Wagner Law Group Press Release, July 7, 2026 (PDF)
Anthony G. Provenzano Joins The Wagner Law Group’s Washington, D.C. Office - The Wagner Law Group Press Release, July 6, 2026 (PDF)
What Makes a Provider Partnership Truly ‘Fiduciary-Ready’? - Ari Sonneberg, planadviser, July 2, 2026 (PDF)
Key Democrat Worries DOL Alts Rule Would Cause Public Markets to 'Wither' - Andrew Oringer, Wealth Management, June 30, 2026 (PDF)
Mastering Conservation Easement Appraisals: Think Like The IRS - Stephen Small, panelist, University of Utah S.J. Qiunney College of Law Live Virtual Program, August 12, 2026, 10;00 AM - 6:00 PM (EDT) - Click here for details
Pontera Turns to Washington Insiders in a Backdoor Plan to Shake Loose Fidelity's File-Sharing Ban - Ari Sonneberg, RIABiz, June 23, 2026 (PDF)
AI in Document Review and Management: The Ultimate Guide - David Gabor, panelist, National Business Institute live webinar, September 22, 2026, 10:00 AM - 5:00 PM (EDT) - Click here for details and registration
The Tax Implications of Fringe Benefits: Everything You Need To Know For All Municipal and School Officials - Marcia Wagner, presenter, The Institute for Professional Development, Aug 12, 2026 - Click here for details and registration