Faculty
Patricia M. Annino, Esq.;
Smith
College (B.A.), Suffolk University Law School (J.D.), Boston
University School of Law (LL.M. in Taxation); Partner with Prince,
Lobel, Glovsky
& Tye, LLP, Boston; Concentrating in probate and estate planning.
John A. Armstrong, CPA;
Bentley College (B.S. in Accounting); Pace University
(MBA in Finance); Professor of Accounting and Finance at Nichols College,
Dudley, MA; Consultant on accounting, auditing, ethics, and peer review
matters.
Peter A. Birkholz, MST;
Marquette
University (BBA); Bentley College Graduate Tax Program (MST); Tax
Practitioner in Private Practice; Former Manager of Tax Technical
Development for the Multitax Division of CCH Computax, Inc.
Mark Cheffers, CPA, ABV;
Boston
University (B.S. in B.A.), Harvard Business School (M.B.A.); Founder
and CEO of IVES Group, Inc., a leading provider of public company
market intelligence and due diligence; author of numerous articles
on loss prevention for accountants and co-author of Understanding Accounting
Ethics.
Natalie B. Choate, Esq.;
Radcliffe College (B.A.); Harvard Law School
(J.D.); Of Counsel to Bingham Dana LLP, Boston; Concentrating in estate
planning and specializing in estate planning for retirement benefits.
Steven M. Cohen, Esq.;
Brandeis University
(B.S.); Boston University School of Law (J.D.); Principal with
Cohen
& Oalican, Boston; Formerly employed with Rogers & Wells
in New York City and with Freedman & Fish, an elder law firm
in New York.
Shelly D. Coelho, Esq.;
North Carolina Wesleyan College (B.A.); North Carolina Central
University School of Law (J.D.); University of Florida College
of Law (LL.M. in Taxation); Attorney with Perry, Hicks, Crotty & Deshails,
LLP in New Bedford.
Edward DeFranceschi, Esq.;
Georgetown
Law Center; Tax Attorney and Tax Litigator in Private Practice;
Lecturer in Law, Boston University Graduate Tax Program; Former
Adjunct Professor, Bentley College Graduate Tax Program; Former
Attorney with District Counsel, Boston.
Richard Delgaudio, CPA;
Northeastern
University (B.S. in Accounting and MBA in Finance); Dean of the
Faculty of Business Administration and Professor of Accounting
at Merrimack College, N. Andover; Consultant on accounting and
auditing matters.
Marilee
Driscoll; CLU, CSA; Boston University School of Management
(B.S. in B.A.); President of Long Term Care Learning Institute,
Plymouth, MA; National speaker and author on long term care;
Formerly V.P. and LTC Consumer Advocate for Fleet Insurance Agency,
a division of Fleet Financial Group, Boston. Website: (www.marileedriscoll.com)
Robert V. Eberle, Esq.;
University
of Colorado (B.A.); University of Colorado School of Law (J.D.);
Licensed to practice law in Colorado, Wyoming, and Massachusetts;
Attorney in private practice in Saugus concentrating in commercial
representation, asset protection, and civil litigation.
Todd Fothergill, MA;
University of
Vermont (B.A.); Towson State University (M.A.); 1976 Prudential
Fellow at Rutgers University; Managing Director of Strategies for
College, Inc., Rutland, Vermont.
Steven C. Fustolo, CPA;
Bentley College
(B.S.); Babson College (MBA); Tax Principal with James J. Fox &
Company; Author of the UNICAP Rules: Recent Changes You Should
Know About (Warren, Gorham & Lamont, in Publication).
Lucien P. Gauthier, Esq., CPA;
Boston
University School of Law (J.D. and LL.M. in Taxation); Tax Attorney
in Private Practice; Former Adjunct Professor, Bentley College
Graduate Tax Program; Former Tax Manager with Coopers & Lybrand
and Former Tax Attorney with Hutchins & Wheeler.
David Klemm, Esq., CPA;
University
of Massachusetts - Amherst (BBA in Accounting); Bentley College
Graduate Tax Program (MST); Suffolk University (J.D.); Lecturer
in Law, Boston University Graduate Tax Program; Tax Attorney, Tax
Litigator and Principal with
Philip A. Mann, CPA;
State University
of New York at Buffalo (B.S. in Accounting); Managing Director
of MS Consultants, LLC, Buffalo, NY; National expert in the field
of real estate cost segregation studies.
F. Moore McLaughlin IV, Esq., CPA;
University of Texas at Dallas (B.S.); Pepperdine University (J.D.);
New York University (LL.M. in Taxation); Principal with Plourde,
Bogne, McLaughlin &
Moylan LLP, Providence and Boston.
Frank A. Monti, CPA;
Providence College
(B.S. in B.A.); Discussion Leader for the AICPA, Bryant College,
Brown University, and Providence College on non-profit accounting
and auditing issues; Principal in Kahn, Litwin, Renza & Co.,
Ltd. (KLR) and Director of its Not-For-Profit Services Division.
John W. Murphy, CBA;
Brooklyn Polytechnic
Institute (BSEE) and New York University (MBA); Financial Consultant
with Specialty in Business Valuations and President of Atlantic
Management Co., Inc., Portsmouth, N.H.
Eric R. Oalican, Esq.;
University
of Massachusetts-Amherst (B.A.); Washington College of Law of The
American University (J.D.); Prinipal with Cohen & Oalican,
Boston; concentrating his practice in the areas of estate, disability,
and long-term care planning.
Michael Pakaluk
; Harvard College
(A.B.), University of Edinburgh (M. Litt.), Harvard University
(Ph.D.); university associate professor in philosophy and independent
researcher on accounting issues and internal controls; recognized
expert on ethics and co-author of Understanding Accounting Ethics.
Paul Plourde, Esq., CPA; Providence
College (B.S.);
University of Notre Dame Law School (J.D.); Georgetown
University (LL.M. in Taxation); Principal with Plourde, Bogne,
McLaughlin & Moylan, LLP, Providence and Boston.
Stephen M. Politi, Esq.;
Boston University
School of Law (J.D. and LL.M. in Taxation); Tax Attorney and Tax
Litigator in Private Practice in Boston; Adjunct Professor, Bentley
College Graduate Tax Program; Former Chief Counsel, Massachusetts
DOR.
Robert G. Stewart, Esq.;
Notre
Dame; Harvard Law School; Boston University School of Law (LL.M.
in Taxation); Estate Planning Attorney in Private Practice in Gloucester,
MA; Adjunct Professor, Boston University Graduate Tax Program.
Jeffrey G. West, CPA/PFS, CFP;
Boston
University (B.S. in B.A.); Bentley College (MBA); Agent with Berkshire
Life Insurance Company and Independent Broker Specializing in Designing
and Administering Retirement Plans; President of Accountants Pension
Services, Inc., Framingham.