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David Beliveau, Esq., CPA

David M. Beliveau, Esq., CPA is the founder of the Law Office of David M. Beliveau, LLC in Newton MA and Salem NH.  Attorney Beliveau represents both individuals and businesses.  Attorney Beliveau focuses his practice on asset protection, business law, civil litigation, estate planning, estate & trust administration, Medicaid, real estate, and taxation. He has clients in Massachusetts, New Hampshire, and Florida.    

Attorney Beliveau has been named a "Massachusetts Rising Star" by the publishers of Boston Magazine and Law and Politics Magazine.   He has experience with buy-sell agreements, corporations, Charitable Lead Trusts (CLTs), Charitable Remainder Trusts (CRTs), Family Limited Partnerships (FLPs), Grantor Retained Annuity Trusts (GRATs), irrevocable trusts, Limited Liability Companies (LLCs), Medicaid applications, Medicaid irrevocable income only trusts, private foundations, Qualified Personal Residence Trusts (QPRTs), revocable trusts, and wills.  He counsels clients in connection with choice of business entity decisions and business operations. 

Mr. Black's practice involves limited liability company structuring, securitized lending, sales and acquisitions of entities holding real estate interests, debt assumption transactions, tax structured real estate transactions, commercial finance and general commercial real estate.

Mr. Black represents institutional real estate investors, real estate advisors and companies holding real estate in a broad array of corporate and tax structured real estate transactions as well as in all areas of general commercial real estate. He is an expert in limited liability company structuring and sales and acquisitions of membership interests in limited liability companies holding real estate.

Mr. Black has represented a variety of clients, from sophisticated real estate investors to start-up companies, in structured real estate transactions involving complex governance issues and tax planning. Mr. Black's clients have included real estate investment companies and tax free exchange purchasers in securitized lending transactions subject to triple-net bond leases with investment grade tenants, insurance companies, commercial lenders, real estate and pension advisors, portfolio managers, property management firms and investment banking firms. 

Because of his expertise in general commercial real estate, he brings a unique and informed perspective to corporate and tax structured real estate transactions, integrating the practice of real estate, corporate and tax law. He is also an expert in all aspects of financing, real property sales and acquisitions, leasing and transactional real estate.

Jonathan C. Black, Esq.

Brown Rudnick Berlack Israels LLP

Lawrence Blacker, founder and president of Newport Exchange Corp., received his law degree in 1969 and a masters in taxation in 1978. Blacker’s experience began in a private Boston practice with an emphasis in real estate, taxation and estate planning. In 1989, Blacker developed a simple way to facilitate §1031 exchanges. In 1991, the Treasury Department developed regulations which reflected Blacker’s method.

Stephen I. Burr is a partner with Foley & Lardner. He is a member of the firm's Real Estate Practice and the Sports Industry Team.

Mr. Burr’s practice focuses on complex real estate transactions and capital structures on all types of real estate, including office buildings, multifamily residential (condominium, apartments and senior living), industrial/warehouse, retail and convention centers and sports arenas. He has led development projects, financings, equity and debt offerings, restructurings, sale-leasebacks and traditional leasing transactions on a national basis in each of these industries. Mr. Burr has particular expertise in transit-oriented development projects, including mixed-use and large residential developments around transit stations.

Mr. Burr is one of the nation's leading experts on the acquisition or disposition of real estate and oil and gas royalty interests through tenant-in-common (TIC) offerings and regularly represents sponsor/issuers and underwriters in that industry, including offerings using Delaware Statutory Trust model. His experience also includes performing third-party due diligence in real estate and oil and gas royalty acquisitions, financing and securities offerings as well as forming an angel investor structure for investors and sponsor clients in the real estate and broadcast industries. Mr. Burr is a nationally known counsel in broadcasting (radio and television) mergers and acquisitions, assisting clients with all levels of debt and equity financing for such transactions.

 Significant Representations:

Stephen I. Burr, Partner, Foley & Lardner

Michael Burwick is an attorney, a commercial real estate broker, a registered securities principal, an insurance broker and an investment advisor representative. He is the Chairman and President of Boston Advisory Group, Inc. and he is the President of all of its subsidiary companies. Mr. Burwick is affiliated with Advisory Group Equity Services, Ltd., Member FINRA/SIPC, an independent broker-dealer, based in Reading, Massachusetts.

Mr. Burwick has written and has spoken extensively on financial, legal and public policy issues. He has appeared on Fox News Channel’s Fox and Friends and Hannity and Colmes. He is the co-host of The Financial Consultants with Birnbaum and Burwick, a daily business talk program. Mr. Burwick’s prior written work has appeared in publications such as The Georgetown Journal of Legal Ethics, The Jacksonville Business Journal, The Atlanta Journal Constitution, and The New York Real Estate Journal. As noted, Mr. Burwick is the author of the forthcoming book, Lemonade from Lemons, a biographic piece about overcoming personal and professional adversity.

Mr. Burwick earned a B.A., magna cum laude, with Distinction, from Boston University, where he was elected to Phi Beta Kappa. He earned a J.D. from Georgetown University, cum laude, with Honors, and he attended the Graduate School of Business at New York University, departing prior to earning his M.B.A., to become a partner in a technology company.

His 1994 article on attorney misconduct, published in The Georgetown Journal of Legal Ethics, has been cited widely by various legal scholars. His legal career includes service as an Assistant Attorney General, legal counsel to the United States House of Representatives, a Director of Government Affairs and a Chief Compliance Officer (both for publicly-traded companies), as well as an attorney in private practice. He is a member in good standing of several state and federal bars, including those of Florida and The District of Columbia.

Mr. Burwick is a Member of the Tenant-In-Common Association, serves on its Committee on Ethics and Standards, and co-chairs its Subcommittee on Adjudication. He holds Series 7, 22, 24, 63 and 65 securities registrations and is currently blue-skied in a vast array of states. Mr. Burwick travels extensively, speaking to audiences, meeting with clients and examining securities offerings as part of an extensive due diligence process. He encourages accredited investors to learn more about tenants-in-common by visiting The 1031 Property Group web site at www.1031propertygroup.com and he can be contacted by telephone toll-free at (877) 790-1031 or by e-mail at michael@1031propertygroup.com.

Michael Burwick, Esq.

Boston Advisory Group, Inc. and

Co-Host of The Financial Consultants with Birnbaum and Burwick

Kerstein, Coren, Lichtenstein & Finkel

60 Walnut Street, Fourth Floor

Caroline E. Coderre, CFP^®

Ms. Coderre is a Certified Financial Planner.  A native of England, she holds BA Honours and Master of Philosophy degrees from University College London, and also studied at the Universities of Odense and Aarhus in Denmark and at the University of Iceland.

Caroline Coderre, The Darrow Company

Adam P. Cohen is founder and President of Cohen Financial Consulting for Not-for-Profits.  His firm provides strategies and tools for not-for-profit managers and fiduciaries.  Their specialties include tax compliance assessment, implementing accounting controls and financial reports, strategic planning for planned giving, endowments, and capital campaigns, as well as application and compliance for tax exempt status.

Mr. Cohen has over twenty years' experience serving not-for-profit organizations in consulting and advisory capacities.  He has served as an expert panelist at conferences, taught seminars on fiduciary and accounting responsibilities of not-for-profits, and published articles on philanthropic financial issues.

Mr. Cohen is a graduate of Yale College (1977), B.A. Cum Laude with Distinction in Economics and attended the University of Hartford – Courses in M.S. in Taxation program.  He has been a Certified Public Accountant since 1979.  He worked at Price Waterhouse & Co. and was a partner at Blum Shapiro & Company, P.C.  He has taught at the Univ. of Hartford Barney School of Business and is an Adjunct Instructor in Graduate Program in Not-for-Profit Financial Reporting.

81 South Main Street

Goloboy Gallant & Associates, PC

77 River Park Street, Suite 2

Trevor L. Gordon

Trevor Gordon has over 13 years experience in the financial services and tenant-in-common industries, including positions as a sales and marketing executive, mutual fund wholesaler, and retail financial advisor.  Prior to joining TIC Properties, he was Vice President of Sales and Marketing for Argus Realty Investors, LP, raising over $74 million in equity and acquiring over $200 million in institutional-grade real estate. In addition to managing the sales process for Argus, he also played a key role in marketing, writing commentary and maintaining investment relationships with individuals and the broker/dealer community.

Trevor has proven to be a leader in the tenant in common area, working diligently to alert the public to the advantages and tools available with tenant in common opportunities by appearances at conferences and seminars, and through  regional and national media outlets.  Greg Paul, President of Omni Brokerage in Salt Lake City comments that "Trevor has been an active player from the moment he stepped into the TIC market.  His professionalism and hard work have contributed to the growth of this emerging field.  While working with one of tenant in common's premier sponsors, he became one of the most visible educators in the industry."

Tobias Kleitman is the President and Founder of Time Value Property Exchange, Inc. (TVPX). Tobias has structured over $12.0 Billion in tax deferred exchange transactions under IRC Section 1031 for many Fortune 500 corporations, smaller privately held corporations, leasing companies, and wealthy individuals on their corporate aircraft, real estate, and vehicle portfolios. Tobias is a member of the National Business Aviation Association (NBAA), The National Aircraft Finance Association (NAFA), the National Association of Real Estate Investment Trusts (NAREIT), the National Association of Industrial Office Properties (NAIOP), the Massachusetts Association of Realtors (MAR), and the National Association of Realtors (NAR) and is a former Vice Chairman and Chairman of the National Aircraft Resale Association Associate Membership.

Mark Kohler is a renowned CPA and Attorney who has helped thousands of business owners understand the truth about tax, estate and asset protection strategies.

Mark has just published an exciting and controversial book entitled Lawyers are Liars - The Truth about Protecting our Assets!

Mark obtained his undergraduate and Masters in Accounting from the University of Utah. He later graduated from the Willamette School of Law. Mark currently lives in Southern Utah with his wife Jennifer and four children.

Steve Levine, Inc

REMAX First Choice

Chris McAleer, Vice President, Divisional Sales Manager with American Skandia, has been with the company for 14 years. Chris currently covers Massachusetts, New Hampshire, Maine and Rhode Island.

Chris has been in the securities and insurance related fields for over twenty-five years. Prior to joining Skandia in August 1992, Chris worked in a similar capacity with Prudential Financial, Merrill Lynch and Fidelity Investments.

Chris has his full complement of insurance and securities licenses and earned the CLU designation from the American College. Chris spent his college years at the University of Pennsylvania where he earned a degree in Economics. Chris currently continues his connection to Penn by interviewing prospective candidates in the Ipswich area as well as retaining an active membership in the Penn Club of New York.

Chris’s wide range of experience in the financial services field includes retail and wholesale selling, and developing and implementing sales and marketing plans. Also, Chris has extensive experience in public speaking, whether to other professionals on sales and product information or delivering Continuing Education credits, as well as working with investment professional clients to deliver seminars to educate the public on investment and financial know-how.

Lisa McAree is the President of The McAree Company, an insurance firm located in Braintree, Massachusetts. The company was founded in 1966 to provide life and health insurance support to agents and brokers in New England. In 1989, the company turned its focus to long term care insurance and executive benefit planning. Lisa is a nationally recognized expert in long term care insurance. Among her many industry activities, Lisa currently serves on the advisory committee for the professional designation for long term care specialists, LTCP and has served on the agent long-term care advisory councils of two major insurance companies. In addition, Lisa served as the agent liaison to the Massachusetts Attorney General’s task force on Long Term Care Financing in 1998 and 1999.

The McAree Company has trained and supported over 1000 insurance agents across the country in the education and sale of long-term care insurance for the individual and the corporate marketplace. Today, The McAree Company and their associated insurance agents work with corporations as well as individuals to provide quality long-term care insurance programs. The McAree Company represents the leading insurance companies in the long term care marketplace: GE Capital, John Hancock, Med America, Met Life, Prudential, Unum Provident and other smaller niche companies who offer a quality long term care insurance product.

Thomas J. McFarland III, CFP^®

Tom is a fee-only NAPFA-Registered Financial Advisor, a Certified Financial Planner™ and President of the Darrow Company, Inc., an SEC-registered investment adviser with offices in Concord, MA and Los Angeles, CA.

Tom has managed the financial assets of high net worth clients for over 25 years. Tom was named to Medical Economics “The 150 Best Financial Advisers for Doctors” twice, first in 2002 and again in 2004. He is one of the authors of Wealth Strategies for Executives published by Aspatore Books. Tom has long understood that the needs of high net worth clients (those that have $1 million or more of investable assets) go well beyond creating the “right” investment strategy. Successful wealth management must encompass a strategy that grows, manages, protects and distributes client assets in a planned and integrated manner, consistent with the wishes and needs of the client. To accomplish these wealth management goals, Tom designed a comprehensive approach to wealth management called The DarrowCFO™ Advantage.

Bob Meighan, CPA and Vice President

Bob Meighan is responsible for helping expand the consumer tax line of products and working as an advocate for the customer in the product development process. He joined Intuit in September 1991 and served most recently as Vice President and General Manager of the Consumer Tax Group. Prior to joining Intuit, Mr. Meighan spent 11 years with the 'Big 6' accounting and consulting firm, Price Waterhouse, where he served as a senior manager in the advanced technology group. Mr. Meighan holds a bachelor's degree in business administration from the University of North Carolina.

Bob Meighan, Intuit, Inc.

Lisa Snook-Mohan and Owen Mohan

Bob Muldoon, Vice President, Eastern Markets

Triple Net Properties, LLC

Triple Net Properties, LLC is the award-winning advisor to G REIT, Inc. and NNN Value Funds and also provides 1031 exchange investors with qualified replacement properties.

Mr. Napoletano has worked in the insurance industry for over thirteen years and has specialized in the Long Term Care market for the last ten. Mr. Napoletano was the director of Long Term Care for John Hancock's Boston Agency and has been responsible for training and managing Long Term Care agents for several years. He is an accredited Certified Senior Advisor.

Mr. Napoletano has been a featured speaker for several Long Term Care industry and consumer events, including national Long Term Care Forums. He teaches CE accredited courses on Long Term Care to insurance agents, financial planners, attorneys and CPA's and is uniquely qualified to educate professionals and consumers alike. He has written several articles for various publications and continues to conduct seminars on the subject of Long-Term Care.

Andrew Napoletano, LTC Insurance Solutions

Bruce Ravech, Regional Vice President

Bruce Ravech, USAllianz Investor Services, LLC^®, a division of Allianz Life Insurance Company of North America

Previously, he was Vice President and Director of Marketing for Blue Ridge Energy, Inc, Bowling Green, Kentucky and Senior Vice President and Managing Director, Hi-Tech Energy, a privately held international sales and marketing organization, based in Toronto, Canada. Mr. Van Dusen was also Senior Vice President, Sales and Marketing, for Swift Energy, a publicly traded (NYSE) international oil and gas exploration and production company, headquartered in Houston, TX. Additional positions include Vice President Sales for Advest, Inc. a NYSE securities firm, and Senior Vice President Sales, First Capital Financial Corporation, a private real estate investment syndicate, in Chicago, Illinois.

Pete Winer, Director of Business Development

Pete began his career in the financial services industry in late 1985 as a "broker's broker" with CNA Insurance. There he learned estate and business planning and brokered CNA's life and disability products to property and casualty agencies. Pete then started the financial services divisions for two property and casualty agencies before going out on his own and into private practice.

Pete comes to us from the field where he had a highly successful private financial planning practice working exclusively with seniors and retirees. Pete is nationally known and recognized and has been featured in many national publications and media outlets including Kiplinger's Personal Finance Magazine, Senior Market Advisor, Financial Planning Magazine, Investment News as well as Bloomberg Financial Network.