Eric P. Rothenberg, Esq., is a partner at ORSI ARONE ROTHENBERG TURNER LLP. He specializes in tax law. His particular focus within the field is on working with persons of considerable means or those who otherwise have complex, sophisticated tax returns. Mr. Rothenberg is also experienced in handling clients’ audits and resolving other conflicts with the IRS. Beyond his work with individuals and families, Mr. Rothenberg also counsels businesses on tax planning, incorporation, and many other matters. He also has expertise in the emerging field of cryptocurrency and tax law.

Attorney Rothenberg has been admitted to the bar of Massachusetts and may practice before the United States Tax Court and the Massachusetts Appellate Tax Board. He also represents clients before all levels of the Internal Revenue Service and the Massachusetts Department of Revenue. Additionally, he has served as an expert witness in cases before U. S. District Court and Massachusetts Superior Court.

Credentials

Having received his A.B. from Cornell University in 1973, Mr. Rothenberg received, in quick succession, his J.D. from Boston University School of Law in 1976 and his M.B.A. from Boston University Graduate School of Management in 1976. He finished the M.B.A degree with High Honors.

In addition to his superior legal education, Mr. Rothenberg has a wealth of experience in the field of law and beyond. From 1987-1991, he was on the Board of Directors of Blackstone Bank and Trust, Boston, Massachusetts. Additionally, Mr. Rothenberg maintained licensure as Certified Public Accountant (CPA) for many years.

Mr. Rothenberg has earned an AV rating by Martindale-Hubbell Law Directory, the highest rating issued for attorneys by the oldest lawyer-rating company.  Moreover, Mr. Rothenberg has been named as an honoree of the following:

• “Massachusetts Super Lawyers” 2004-2024, Law & Politics
• “Top Attorney in Tax Law in 2009,” Boston Magazine.
• An original honoree of the “Boston’s Top Rated Lawyers” designation, based on his AV® preeminent^TMrating, 2012 from Martindale-Hubbell Law Directory

Publications

Mr. Rothenberg authored the WG&L TAX PLANNER, a line of tax planning software, published by Warren, Gorham and Lamont, Boston, Massachusetts. The software found an audience nationally with lawyers, accountants and financial planners. One software package computed estate and gift taxes while the other computed income taxes.

In addition, he is the author of several articles which have appeared in such professional journals as Taxation for Lawyers, Taxation for Accountants, National Tax Shelter Digest, Taxes, Mass CPA Journal, and Digest of Federal Taxes.

Mr. Rothenberg has also lectured on various tax subjects as part of professional continuing education courses.

Areas of Practice

• Tax Law
• Partnerships
• Tax Free Exchanges
• Sales of Businesses
• Individual & Estate Tax Planning
• Tax Return Preparation
• Bitcoin/Crypto Currency Taxes & Strategies
• Real Estate/Business Start Ups

Bar Admissions

• Massachusetts, 1977
• District of Columbia, 1990 [no longer active]
• U.S. Tax Court

Education

• Boston University School of Law, Boston, Massachusetts
  • J.D. – 1976
• Boston University, Boston, Massachusetts
  • M.B.A. (Cum Laude) – 1976
  • Honors: With High Honors
• Cornell University, Ithaca, New York
  • A.B. – 1973

Published Works

• Cryptocurrency Case Law: What Accountants Need To Know, MSCPA, November 2023
• Understanding the IRS Cryptocurrency Updates, MSCPA, January 2020
• Accounting Methods for Cryptocurrency Trades and Sales, MSCPA, March 2019
• Ohio Jumps Into World of Cryptocurrency, Bankers & Tradesman, 2018
• Cryptocurrency [Bitcoin] and the IRS, Massachusetts Society of CPAs, 2018
• The Strange Case of The Missing State Sales Tax Return, Massachusetts Society of CPAs, 2018
• WG&L Income, Estate and Gift Tax Planner, Warren, Gorham and Lamont, Boston, Massachusetts, 1979-1985, 1979
• Effects of the 1982 Tax Law, National Tax Shelter Digest, Volume 5, No. 1, 1983
• Little Known Aspects of the New Tax Law, National Tax Shelter Digest, Volume 4, No. 2, 1982
• Casualty Losses from Storm Damage, 57 Taxes 148, 1979
• Who Should Prepare Your Tax Return?, New England Real Estate Journal, 1996
• To have and to hold ’til debt do us part, Gail Liberman and Alan Lavine
• Don’t wait to take advantage of federal tax cuts Family Finances, Gail Liberman and Alan Lavine
• Casualty Damage from Storm Damage
• State Death Taxes Can “Create” Federal Tax Even With Use of Unlimited Marital Deduction, 10 Taxation for Lawyers No. 6, 346, 1982

Expert Witness

• City Partnerships Co. v. Atlantic Acquisition Limited Partnership, et al (U.S. District Court)
• Nobile v Ring, Trustee Middlesex Superior Court CA 2013-4679

Classes/Seminars – Featured and Keynote Speaker

• Computers in a Tax Practice, Mass, Bar Annual Meeting, 1983 – 1984
• Real Estate Securities & Syndications, Northwest Center for Professional Education, July 19, 1984 – July 20, 1984
• Advanced Tax Planning for Real Estate Syndications, Northwest Center for Professional Education, September 10, 1985 – September 11, 1985
• Real Estate Investment Analysis, Northwest Center for Professional Education, June 3, 1986 – June 4, 1986
• Taxation of Real Estate, Northwest Center for Professional Education, September 8, 1988 – September 9, 1988
• Estate Planning with Partnerships, Mass, Continuing Legal Education, Inc., October 3, 1981
• Massachusetts Sales and Use Tax Update, National Business Institute, December 14, 1993
• Massachusetts Sales and Use Tax for Manufacturers, National Business Institute, July 21, 1994
• Massachusetts Sales and Use Tax, National Business Institute, December 16, 1994
• Massachusetts Sales and Use Tax for Manufacturers, National Business Institute, June 4, 1996
• Business Lawyer’s Guide to Corporate Tax, Mass, Continuing Legal Education, Inc., January 24, 1997
• Business Lawyer’s Practice Guide to Corporate Tax, Mass, Continuing Legal Education, Inc., January 14, 1998
• §1031 Exchanges of Investment Properties in Massachusetts, National Business Institute, October 2, 1998
• Using Buy/Sell Agreements in Closely Held Businesses, Mass, Continuing Legal Education, May 25, 1999
• How to Organize and Counsel A Small Business, Massachusetts, Continuing Legal Education, March 20, 2000
• §1031 Exchanges of Investment Properties in Massachusetts, National Business Institute, October 4, 2000
• Post-Death Administration of Trusts and Estates in Massachusetts, Lorman Education Services, December 11, 2003
• Taxation of Cryptocurrency. 57th Annual Tax Institute, November 14, 2018
• Tax Aspects of Cryptocurrencies, Boston Tax Institute, September 22, 2020
• Tax Aspects of Cryptocurrencies, Boston Tax Institute, January 7, 2021
• Tax Aspects of Cryptocurrencies, Boston Tax Institute, June 21, 2021
• Tax Aspects of Cryptocurrencies, Boston Tax Institute, January 12, 2022
• Cryptocurrency Taxation presented to the Rhode Island Association of Public Accountants (RIAPA) on June 14th, 2022

Media, Honors, and Awards

• Named, “Massachusetts Super Lawyers”, Publishers of Law & Politics, 2004 – 2024 (every year since the award’s inception)
• Named, “Go To Lawyer”, Tax Law, Massachusetts Lawyers Weekly, 2022
• AV Rating by Martindale-Hubbell Law & Peer Review Preeminent
• “Top Attorney in Tax Law in 2009” by the Publishers of Law & Politics and the publishers of Boston Magazine, 2009

Professional Associations and Memberships

• Blackstone Bank and Trust, Boston, Massachusetts, Board of Directors, 1987 – 1991
• Massachusetts Bar Association, Chairman, Taxation Section, 1984 – 1985
• American Bar Association, Former Member
• American Institute of Certified Public Accountants, Former Member
• Massachusetts Society of Certified Public Accountants, Member
• Massachusetts Bar Association, Taxation Section Council, Chairman, 1985
• Massachusetts Bar Association, Chairman, Partnership and Tax Shelter Committee
• Massachusetts Society of CPA’s, Member
• American Bar Association, Taxation Section, Member
• 21st Century Club of the Massachusetts Bar Association, Member