Boston Tax Institute, LTD.

Slider Image


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., LL.M.; 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, EA, 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.

David B. Casten, Esq., LL.M, CPA; Queens College, City University of NY (B.A.); Boston University School of Law (J.D. and LL.M in Taxation); Tax Attorney in Private Practice, Providence.

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., LL.M., 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.

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

Damien G. Falato, CPA, MST, CGMA; Ramapo College (B.S.); Rutgers University (MST); Tax Director at Paresky, Flitt & Company, Wayland.

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.

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., LL.M., 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 Investmen Advisor Representative.

David M. Klemm, Esq., CPA, MST; University of Massachusetts – Amherst (B.B.A. in Accountancy); 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.

Otto Kunz, CPA, EA, MBA; Undergraduate and MBA degrees from Northeastern University. Founder of Tax Credit Advisors, LLC. In Shrewsbury, MA.

Todd Lutsky, Esq., LL.M.; University of Toledo School of Law; Boston University School of Law; (LL.M in Taxation.); Principal with Cushing & Dolan, P.C.

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.

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

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.

Peter J. Reilly, CPA; College of the Hold Cross (B.A.); Clark University (B.S. in B.A.); Worcester State University (Masters in Applied Mathematics); Author and Consultant to the Accounting Profession.

Rita M. Ryan, Esq.; Marist College (B.A.); Western New England University School of Law (J.D.); Boston University School of Law (LL.M. in Taxation). Associate with Vacovec, Mayotte & Singer, Newton.

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.

Lawrence C. Starr, MBA, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC; State University of New York at Stoney Brook (B.A.); University of Hartford (MBA); Specializing in Pension and Profit-sharing plan consulting, administration, and actuarial services for a fee-for-service basis 

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); Principal with Financial Compass Group, LLC, Newton; Specializing in Retirement Plan Design and Consulting; Registered Representative and Investment Advisor Representative.

Click Image to Download Brochure

spring brochure

Mailing List Sign-up

Crucial Tax Alerts for You and Your Clients!

By submitting this form, you are consenting to receive marketing emails from: Boston Tax institute, 201 Old Farm Rd. , Milton, MA, 02186. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
WordPress theme by Slocum Design Studio