Graduate Bucknell University 1970 – BA
Graduate Bentley College 1980 – M.S. Taxation
Associated with Capital Analysts Incorporated since 1975
Co- founded Williams & Dubin 1978, Principal 1978 – Present
Past President of Norfolk & Plymouth Estate & Business Planning Council (member National Association of Estate Planning Councils). Executive Committee member and Education Committee Chairman 1984 – Present.
Former Tax Committee member Small Business Association of New England ("SBANE"). Successfully represented SBANE, National Chamber of Commerce, et. al. before Congress 1986-7 in repealing and revising Internal Revenue Code Section 2036(c) (aka "Private Business Confiscation Act").
Developed SELECT*EXEC and PRO*STAR non-qualified deferred compensation systems for retaining and rewarding key executives and athletes/entertainers, respectively.
National practice analyzing and developing private Plan alternative to multi-employer collectively bargained Pension Plans.