Boston Tax Institute

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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.

Cory J. Bilodeau, Esq; Boston College (B.S. in Business Management); Roger Williams University School of Law; Boston University School of Law (LL.M in Taxation); Partner with McLaughlin & Quinn, LLC, Providence and  Boston.

Peter A. Birkholz, MST; Marquette University (BBA); Bentley College Graduate Tax Program (MST); Tax Practitioner in Private Practice, Marlboro.

Stephen Bravo, ASA, CBA, CPA/ABV, PFS, CFP, MST; Suffolk University (B.S. in B.A.); Bentley College Graduate Tax Program (MST); Business Appraiser and Financial Analyst with Apogee Business Valuations, Inc.

Natalie B. Choate, Esq.; Radcliffe College (B.A.); Harvard Law School (J.D.); Of Counsel to Nutter, McClennen & Fish LLP, Boston; Concentrating in estate planning and specializing in estate planning for retirement benefits.

Robert E. Clark; University of Massachusetts (B.S.); Principal in R.E. Clark Consulting; Former 38 year employee with the Social Security Administration, including 14 years as the Public Affairs Specialist for Northern New England.

Steven M. Cohen, Esq.; Brandeis University (B.S.); Boston University School of Law (J.D.); Principal with Pabian & Russell, LLC, Boston; Formerly employed with Rogers & Wells in New York City and with Freedman & Fish, an elder law firm in New York.

Leo J. Cushing, Esq., CPA; University of Notre Dame (B.S. in Accounting); New England School of Law (J.D.); Boston University School of Law (LL,M. in Taxation).

Philip R. Dardeno, CPA, MST; College of the Holy Cross (B.A.); Bentley College Graduate Tax Program (MST); Tax practitioner in private practice; Specializing in representing clients in state and federal matters; Former Chief of the Abatement Bureau and former Chief of Audit Policies and Procedures.

Edward DeFranceschi, Esq.; Georgetown Law Center; Tax Attorney and Tax Litigator with DeFranceschi & Klemm, Boston;  Lecturer in Law, Boston University Graduate Tax Program;  Former Adjunct Professor, Bentley College Graduate Tax Program;  Former Attorney with District Counsel, Boston.

John Michael Discenza, Esq.; Boston College (A.B.); Suffolk University (J.D.); University of Miami (LL.M. in Estate Planning).

Jeffrey Feingold, CPA; University of MA (B.S. in Accounting); Founder and Managing Partner of Tax Point Advisors, Inc. specializing in securing R&D Tax Credits.

Paul Ferreira, CPA; Stetson University (B.S. in Finance); University of South Florida (B.S. in Accounting).  President of Export Tax Management, an international tax consultancy specializing in the IC-DISC.

Thomas P. Foley II, CPA, MBA; American International College (B.S. in B.A. in Accounting); Western New England University (MBA – Finance); Regional Manager Pieciak & Company, P.C., Brattleboro, VT.; Active member of Community Association Institute (CAI) New England Chapter.

Todd Fothergill, MA; University of Vermont (B.A.); Towson State University (M.A.); 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, Milton, MA.

Maurice P. Gilbert, CPA, MST; Southern New Hampshire University (B.S. in Accounting); Bentley College Graduate Tax Program (MST); Director of State Taxation with Devine Millimet & Branch, PA.; Concentrating in state tax planning and representing businesses in audits and administrative appeals.

David F. Keefe III, CLU, ChFC; Northeastern University (B.S. in B.A.); Financial Advisor with Eagle Strategies, LLC, Waltham; Focusing on Estate and Retirement Planning; Registered Representative offering securities through  NYLIFE Securities, LLC and Investment  Advisor Representative.

David Klemm, Esq., CPA; University of Massachusetts – Amherst (BBA in Accounting); Bentley College Graduate Tax Program (MST); Suffolk University (J.D.); Former Lecturer in Law, Boston University Graduate Tax Program; Tax Attorney, Tax Litigator and Principal with DeFranceschi and Klemm, Boston.

Michael S. Marino, Esq;  Norwich Military University (B.S in Economics and B.S. in Management); University of Connecticut (M.A. in Economics); New England School of Law (J.D.); Principal with Plourde, Bogue, Moylan & Marino, LLP, Providence and Boston.

Inez M. Mello,  MBA: Bryant University  (BS in Accounting); Bryant University (MBA in Taxation); Adjunct Professor at Bryant University;  specializing in all facets of multi-state and local tax planning and compliance.

Patricia Ann Metzer, Attorney; University of Pennsylvania College for Women (B.A.) and its Law School.  Tax Attorney with Vacovec, Mayotte & Singer, Newton; Former Tax Legislative Counsel, U.S. Treasury Department.

Daniel W. Moraski, Jr.; Westfield State University (B.A.); Consultant  working with Czarnowski Consulting; Former 37 year employee with the Social Security Administration with 30 years’ experience working in the area of public relations/public information in the Boston area.

Joseph J. Newpol, Esq; Boston University (B.A.), (J.D.), and (LL.M in Taxation); Professor of Law, Taxation and Financial Planning at Bentley University, Waltham.

Jay Pabian, Esq., CPA; Brandeis University; Northeastern University (MBA); Boston University School of Law (LL.M.); Principal, Pabian & Russell, Boston.

Michael Pakaluk, Ph. D.; 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.

Jon B. Sparkman, Esq., CPA; Bob Jones University (B.S.); Suffolk University Law School (J.D.); Shareholder with Devine Millimet & Branch, PA,  Manchester, New Hampshire; Concentrating in representing businesses with respect to state tax issues in audits and administrative appeals.

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.

Kenneth J. Vacovec, Esq.; Tufts University (B.A.); Suffolk University Law School (J.D.); Boston University School of Law (LL.M in Taxation); International Tax Attorney, Newton.  Former President, Massachusetts Bar Association, Massachusetts Bar Foundation, and MCLE.

Todd C. Weaver, MBA: Vanderbilt University (B.A. Political Science); Northeastern University (M.B.A.); Formerly with the Office of Financial Aid at Northeastern University; Formerly with Oracle Corp., Currently Senior Director of Strategies For College, Inc., Norwood, Massachusetts.

Jeffrey G. West, CPA/PFS, CFP; Boston University (B.S. in B.A.); Bentley College (MBA); Principle with Financial Compass Group, LLC, Newton; Specializing in Retirement Plan Design and Consulting; Registered Representative and Investment Advisor Representative.


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