Thomas M. Greene

Thomagreene_tom_72s Greene

Principal
tgreene@blaistaxlaw.com
617-918-7087

Tom focuses his practice on the design, development and implementation of executive compensation arrangements and employee benefit plans. This often includes stock incentive plans, bonus plans, deferred compensation programs, Supplemental Executive Retirement Plans (SERPs), employment agreements, equity-based compensation packages, severance arrangements, and tax-qualified retirement and welfare plans.

Tom has extensive experience advising clients on compliance with the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA), fiduciary duties, bankruptcy, and mergers and acquisitions. His practice also involves counseling nonprofit, tax-exempt and governmental entities on benefits and compensation matters, including deferred compensation and intermediate sanctions.

In addition, Tom has commented on employee benefits issues in national, regional and trade publications, including USA Today, Boston Globe, Boston Business Journal, National Law Journal, Corporate Counsel Magazine and Employee Benefit News. He has also been interviewed by WCVB-Channel 5 Boston, Fox News, Fox Channel 25, New England Cable News Network and WBZ Radio. Additionally, he has been a panelist on numerous employee benefit programs. Mr. Greene is the co-author of Working with ERISA: An Eight Step Guide for Trustees and Advisors.

Tom has a B.A. from the University of Massachusetts, a J.D. (cum laude) from Suffolk University, and an LL.M. (with distinction) from Georgetown University.

Honors, Awards, & Memberships

  • Best Lawyers in America, Employee Benefits (ERISA) Law, 2013-2015
  • Chambers USA: Massachusetts, America’s Leading Lawyers for Business for Employee Benefits and Executive Compensation, 2010-2017
  • Co-Chair, Boston Bar Association ERISA Committee
  • Phi Alpha Theta

Representative Transactions

  • Advised Informa plc and Informa USA, Inc. regarding executive compensation and employee benefits matters in its $1.56 billion acquisition of Penton Information Services from MidOcean Partners
  • Served as counsel to the management team of Homesite Group, Inc., in its $616 million merger with American Family Mutual
  • Represented the management team of Duff & Phelps, Inc., in its $665.5 million “go private” sale to a private equity consortium comprised of Carlyle Group, Stone Point Capital, Pictet & Cie and the Edmond de Rothschild Group
  • Served as executive compensation and employee benefits counsel to SpectraSensors, Inc. in its sale to Endress+Hauser Group.
  • Served as executive compensation and employee benefits counsel to Caliper Life Sciences, Inc. in its $646 million acquisition by PerkinElmer.
  • Served as counsel to the CEO of Siemens Medical Solutions USA, Inc.
  • Served as executive compensation and employee benefits counsel to FoldRx Pharmaceuticals, Inc. in its sale to Pfizer, Inc.
  • Served as executive compensation and employee benefits counsel to Nokia, Inc. in its acquisition of Novarra, Inc.
  • Served as U.S. executive compensation and employee benefits counsel to Nokia, Inc. in its acquisition of Oz Communications, Inc.
  • Represented the COO and CFO of Global Partners LP.
  • Served as executive compensation and employee benefits counsel to QIAGEN NV in its $1.6 billion acquisition of Digene, Inc.
  • Served as executive compensation and employee benefits counsel to Nokia, Inc. in its sale of Identity Systems, Inc. to Informatica Corporation.
  • Represented the management team of Narragansett Bay Insurance Company in its $200 million financing transaction with Pine Brook Capital Partners LP, Soros Strategic Partners LP and RenaissanceRe Holdings Ltd.
  • Advised the management team of Duff & Phelps, Inc. in connection with its $132.8 million initial public offering (IPO).

Speaking Engagements

  • Are You Ready for 2014? What You Need to Know About Healthcare Reform’s Employer Responsibilities, March 7, 2013
  • Representing the Corporate Executive in Employment Matters, Massachusetts Continuing Legal Education, June 14, 2006
  • A Practical Guide to the New Deferred Compensation Regulations: Internal Revenue Code § 409A Explained, Massachusetts Continuing Legal Education, March 15, 2006
  • Plan Fees: Revenue vs. Exposure, National Retirement Partners/401*k Advisors USA 2006 Annual Conference, February 25, 2006
  • Treatment of Deferred Compensation Under Internal Revenue Code § 409A: Traps for the Unwary, New England Human Resources Association, January 29, 2006
  • Basics of Employee Retirement Plans: The Legal and Regulatory Environment for Qualified Retirement Plan, New England Employee Benefits Council, October 26, 2005

About Blais, Halpert, Lieberman & Greene LLC:

Blais, Halpert & Lieberman LLC is a transactional tax boutique focused on tax-sensitive structuring and implementation of high-value business transactions, including mergers and acquisitions, private equity and venture capital investments, fund formations, and executive compensation arrangements. While much of our work concerns C corporations, we work equally regularly with partnerships, LLCs, S corporations, and other pass-through entities. We often advise on cross-border transactions, including inbound and outbound acquisitions and investments as well as immigration and expatriation issues. We can assist in planning transactions and drafting documents to ensure the fulfillment of the client’s economic objectives most beneficially under tax law.

A cornerstone of our practice is serving as U.S. tax co-counsel to corporate boutiques and small to moderately sized law firms without their own in-house tax staff. We provide assistance as well to immigration, litigation, and non-U.S. law firms. We regard co-counsel as our partners in delivering seamless, practical, efficient, and valuable service to clients. We work regularly with co-counsel located in Boston, New York, Washington, D.C., Columbus, Chicago, Denver, Los Angeles, Canada, the United Kingdom, and other locales where business transactions have a significant U.S. income tax dimension.

We offer a unique value proposition in providing sophisticated transactional tax advice to the middle market, which is underserved by many of the “specialty” law areas. We bring expertise, efficiency, an understanding of how tax advice integrates with non-tax legal and business objectives, and most of all, the ability to communicate tax law to non-tax lawyers and business clients.