Background
More than twenty years experience in a variety of
sophisticated legal, tax and financial transactions,
involving a wide variety of underlying business
activities. Mr. Feldman draws upon a strong tax,
financial, and accounting background dating back
to a career in public accounting following his completion
of graduate business school at Wharton in 1975 and
having earned his CPA certificate (Ohio) that same
year and in Texas (1980)1. Mr. Feldman
is able to draw upon years of experience on the substantive
business side of transactions from both the financial
and the legal perspectives.
Mr. Feldman's client experience spans businesses involved
in real estate, distribution, manufacturing, energy,
marketing, and service providers, both domestic and
foreign. Through 1982, Mr. Feldman served as a corporate
finance and securities (mergers and acquisitions)
lawyer at Vinson & Elkins in Houston, TX. From
1982 through early 1992, Mr. Feldman oversaw the legal,
financial, operational and administrative aspects
of several businesses as a principal in a Houston
based investment (merchant banking) group focused
on real estate and automotive investments. During
this time, Mr. Feldman served as chief operating officer
(dealer principal) of an automotive group consisting
of Dominion Jaguar, Dominion Volvo, and Dominion Subaru
and a related parts distribution company. When the
operations were sold in 1989 revenues had doubled
to $50 million over a three year period, with employment
then in excess of 120 persons. Concurrently as the
CFO at Wolff, Morgan & Company/Wolff Companies,
Mr. Feldman oversaw the financial, legal, administrative
and operational aspects of several dozen brother-sister
investment entities as a partner or shareholder in
such. These brother sister entities held assets in
excess of $200,000,000, with Mr. Feldman managing
$125 million in credit facilities.
Since 1992, Mr. Feldman has served as outside counsel
for a wide range of closely-held businesses, applying
these legal, tax and financial skills for the benefit
of the Firm s clients. The Firm also serves
as litigation counsel for clients in a variety of
commercial and business litigation matters.
Previous to this, from 1975 - 1978, Mr. Feldman was
a member of the national technical group at Ernst
& Ernst (now Ernst & Young), Cleveland, Ohio,
where he authored eight articles for national and
international accounting journals.
Professional
Accreditations
Admitted to the State Bar of Texas, October 1980.
Member: State Bar of Texas, Houston Bar Association
and American Bar Association.
Certified Public Accountant (Ohio 1975).
Mr. Feldman concentrates his practice on tax and corporate
issues related to closely-held businesses and their
principal owners, estate planning, wealth maintenance
(asset protection/estate planning/employee benefits)
and executive compensation issues.
|
CAPSTONE ASSOCIATED SERVICES, LTD.
The Galleria
Post Oak Tower
5051 Westheimer, Suite 1875
Houston, TX 77056-5604
713/850-0550
Fax: 713/623-0329
info@CapstoneAssociated.com
|
Alternative Risk Planning
for the Middle Market
1Note that Mr.
Feldman no longer practices as a CPA and as such
does not hold a current license for such in either
Ohio or Texas.
|
