The firm was created to provide an integrated suite of legal services to closely-held businesses, business owners and high net-worth individuals. The principals of Long & Bott, P.C. collectively have over 40 years of experience in the areas of income tax and estate planning, entity formation, restructuring, mergers and acquisitions, succession planning and representation of taxpayers before the IRS and state revenue departments. We have successfully secured Federal and Massachusetts letter rulings to obtain significant tax savings for our clients utilizing creative structures involving limited liability companies, Massachusetts business trusts, S Corporations and partnerships. Recently we have developed a strategy to transition a business to heirs and/or key employees that minimizes transaction taxes, eliminates or minimizes the need for outside capital and can be used to convert an S corporation to a limited liability company. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. To accomplish our mission, we devote a significant amount of time and resources to professional continuing education and state-of-the-art computer technology.
Kevin Long has expertise in all areas of tax planning, estate planning, and business and succession planning. He advises clients on a full range of sophisticated tax and financial planning issues and specializes in developing innovative and creative solutions to meet each client's particular needs. Mr. Long also has substantial experience in the representation of taxpayers before the Internal Revenue Service and Massachusetts Department of Revenue.
Mr. Long received his J.D. in 1982 from Boston College, where he was the Revisions Editor of the UCC Reporter Digest. In 1979, he graduated with a B.S. in Business Administration from Boston College, where he was a member of the School of Management Honors Program.
Mr. Long received his CPA certification in 1987, and, in addition to his legal experience, has more than ten years of public accounting experience. He has been a member of the Board of Directors of the Massachusetts Society of Certified Public Accountants, Inc. since 1997. In the past Mr. Long has also served that organization as President, Vice President of Finance, Chair of the Massachusetts CPA Review Technical Advisory Board, and Chair of the State Tax and Legislation Committees. In 2007 Kevin was a member of the Special Tax Commission that was created to study the modernization and simplification of the current business tax laws of the Commonwealth of Massachusetts.
Speaking Engagements In addition to his publications, Mr. Long is a frequent speaker on estate planning, entity formation, and tax issues. He has been a panel member of various seminars sponsored by such preeminent organizations as the Greater Boston Real Estate Board (Taxation Issues, 2/11/98), the Greater Boston Society of the Institute of Certified Financial Planners (Family Limited Partnerships, 3/2/00), Lorman Education Services (Integrating Retirement Plans Into The Estate Planning Process in Massachusetts, 5/2/01), the National Business Institute, Inc. (Family Limited Partnerships and Limited Liability Companies in Massachusetts, 1999), the Massachusetts Bar Association (Estate Planning Vehicles in the Age of the LLP/LLC, 6/96; Form Equals Substance - The Implications of "S" Corporations, Limited Liability Companies & Other Business Forms, 5/3/94), Massachusetts Continuing Legal Education, Inc. (Corporate Organization and Entities: LLPs and LLCs for Paralegals, 4/29/03; Operational Issues for LLCs and LLPs, 9/24/97), and the Massachusetts Society of Certified Public Accountants, Inc. (Succession Planning for Family Businesses, 1/23/98; LLCs and LLPs After the First Year, 10/17/96; LLCs/LLPs in Massachusetts, 11/7/95; Doing Business Over the Mass. Border, 6/24/93; State Tax Forum 1989, 1991, 1992, 1993, 1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008 and 2009). Publications In addition to his publications, Mr. Long is a frequent speaker on estate planning, entity formation, and tax issues. He has been a panel member of various seminars sponsored by such preeminent organizations as the Greater Boston Real Estate Board (Taxation Issues, 2/11/98), the Greater Boston Society of the Institute of Certified Financial Planners (Family Limited Partnerships, 3/2/00), Lorman Education Services (Integrating Retirement Plans Into The Estate Planning Process in Massachusetts, 5/2/01), the National Business Institute, Inc. (Family Limited Partnerships and Limited Liability Companies in Massachusetts, 1999), the Massachusetts Bar Association (Estate Planning Vehicles in the Age of the LLP/LLC, 6/96; Form Equals Substance - The Implications of "S" Corporations, Limited Liability Companies & Other Business Forms, 5/3/94), Massachusetts Continuing Legal Education, Inc. (Corporate Organization and Entities: LLPs and LLCs for Paralegals, 4/29/03; Operational Issues for LLCs and LLPs, 9/24/97), and the Massachusetts Society of Certified Public Accountants, Inc. (Succession Planning for Family Businesses, 1/23/98; LLCs and LLPs After the First Year, 10/17/96; LLCs/LLPs in Massachusetts, 11/7/95; Doing Business Over the Mass. Border, 6/24/93; State Tax Forum 1989, 1991, 1992, 1993, 1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008 and 2009). Publications Author: "Liability Protection At Lower Cost: Single-Member Limited Liability Companies"; Massachusetts Bar Association Section Review (March 1999) "Taxachusetts: Tag From Past Or A Resurrected Reputation?"; Banker & Tradesman (1/11/95); "Getting Hurt on Both Ends - How the Massachusetts Statute of Limitations Can Hurt Your Clients (and maybe you)"; Massachusetts CPA Review (Fall 1994); and "Foreign Limited Liability Companies - Gambling in Massachusetts?"; Massachusetts CPA Review (Spring 1994), reprinted in State Tax Notes (7/25/94); Co-author: "LLCs and LLPs Make It In Massachusetts"; Massachusetts CPA Review (Fall 1995); "IRS Authors New Fringe Benefit Rules For Owners of 'S' Corporations and Partnerships"; Massachusetts CPA Review (1991) and "Transactions With Relatives Can Save Personal, Estate and Business Taxes" Boston Business Journal (3/10/86).
