About AM and its Board
Alliance Management

Jerry Spielman
Managing Director


Jerry Spielman is the managing partner of Alliance Management Inc. with more than 15 years of experience working with corporate clients on tax, investments, and other financial issues.

As a financial consultant, Jerry has extensive experience in merger and acquisitions, real estate consulting and investment banking.

Jerry holds a master in marketing from Nova Southeastern University.  In addition, he earned a B.A. in business administration from Syracuse University in 1977.

Jerry is presently active in FIACBI, IRETO and other business and real estate organizations.

Jerry, a principal of IDC, International Dyestuffs Corp. based in New Jersey, entered the financial arena with the sale of the company in 1994.  He started Alliance Management, in 1995 and has been consulting Real Estate Disposition Maximization since.

In 1995, Mr. Spielman initiated the "Care For Those Who Can't" charitable organization and has been actively in numerous charity endeavors nationwide since.

 

Joseph F. Scutellaro, CPA
Director


Joseph F. Scutellaro has been consulting on financial transactions for high net worth individuals since specializing in taxation at the national accounting firm of Oppenheim, Appel, Dixon and Company in 1985. In 1987 he joined the firm of Leonard C. Green and Company, Certified Public Accountants and became a Vice President of their affiliate, Jobel Management Corporation, overseeing the structuring and development of real estate and equine syndications.

Joe received his B.S. in Accounting from Fordham University and has been a licensed CPA since 1984.

In 1991 he started his own accounting and consulting practice and soon merged with Don Jump to form Jump, Scutellaro and Company, Certified Public Accountants and, subsequently, Targeted Capital, L.L.C.

Joe serves on the American Institute of Certified Public Accountants’ Tax Division’s Tax Responsibilities Committee. He is treasurer of the New Jersey State Society of Certified Public Accountants, as well as the chairperson of the Finance Committee and a member of the Professional Conduct Committee. He previously served as the chairperson of the Society’s Federal Taxation Committee.

 

Lisa Kurrass
Real Estate Advisor


Lisa is a Certified International Property Specialist and a FIABCI International Property Consultant

She became FIABCI (International Real Estate Federation) USA President in 2004 while nominated FIABCI Vice President Asia/Pacific Region for the 2005-2007 period.

Lisa is an Honored Member of the National Directory of Who's Who in the Executives and Professionals 1996-1997 Edition as well as Elected President of the Briarglen Property Owners Association 2001-2006.

Lisa previously became the FIABCI President of the Leisure Committee from 1998 to 2004, the Appointed China Working Party Committee from 1998 to 1999, FIABCI's World Congress Vice Chairman in 2004, FIABCI-USA Treasurer from 2002 to 2003, FIABCI-USA Vice President from 1997 to 1999, a member of the FIABCI-USA Board of Directors from 1995 to 2003 and FIABCI-Houston President during both 1994-1995 and 2002-2003 terms.

Her previous experience includes being in NAR's (National Association of Realtors) International Operations Committee 1996-1998 as Reciprocal Director to Denmark, an appointed member of the TAR (Texas Association of Realtors) Board of Directors-Appointed, a HAR (Houston Association of Realtors) Chairman of the International Section from 1998 to 2000 and the U.S.-China People's Friendship Association President of the Houston Chapter.

Memberships include those to the World Affairs Council, the International Real Estate Federation (52 Countries), the United Nations, the National Association of Realtors, the Texas & Houston Association of Realtors, the Texas Association of Realtors -Political Affairs Committee, the Texas Real Estate Political Action Committee, a Texas Coalition for U.S.-China Commercial Relations Founding Member, the Shenzhen Sister City Association, the Asia Society, The United States-China People's Friendship Association and the U.S.-China People's Friendship Association

Lisas work has been publicized in the International Real Estate Update, Summer 1993 Issue, in Texas Realtor, September/October 1993 Issue, in Business in Real Estate Almanac as a KSEV Radio Show Guest, in Texas Realtor, February 1994 Issue "How to Become an International Realtor From Your Own Desk", Texas Realtor, February 1994 Issue "Mediation, An Alternative That Can Save Money and Your Career", DBA Houston, May 1995 Issue "Cross Cultural Do's & Don'ts", Texas Realtor, December 1995 Issue "The Houston Globe Trotter" and Texas Realtor, February 1998 Issue "Slow Down, Mind Your Manners and Sell"

 

Ronald R. Fieldstone, Esq.
Advisor


Ronald Fieldstone moved to Miami, Florida, in 1974 and worked as an associate of Greenberg, Traurig, in Miami, Florida, until the end of 1976. In 1977, he formed a professional association known as Levine and Fieldstone, whose name changed to Fieldstone, Oliver, Kluger, Sumberg and Mondre, P.A. Mr. Fieldstone practiced on his own from 1983 until 1991, when he and Paul Lester formed the firm of Fieldstone & Lester, which later changed its name to Fieldstone Lester Shear & Denberg.

Mr. Fieldstone practices various aspects of commercial law and specializes in complex commercial transactions. Mr. Fieldstone is a member of the Real Property, Probate and Trust Law Section and the Franchise Law Committee of the Business Law Section of the Florida Bar. Mr. Fieldstone has published articles and lectured in the fields of real estate, franchise and tax law. Mr. Fieldstone was a Blockbuster Video franchisee from 1987 until October 1995, involved in the development of 25 units in six states.

He also serves as a member of the Executive Board at the Miami Jewish Home and Hospital for the Aged and Temple Beth Am, a Trustee and General Counsel to the Society of Laproendoscopic Surgeons, General Counsel and on the Advisory Board of Actors Playhouse at Miracle Theater, and as a member of the South Dade Board of the Miami Jewish Federation.

     
 

AFFILIATIONS


Targeted Capital
Registered Investment Advisor
12 Lexington Avenue
Toms River, NJ 08754
Joseph Scutellaro
1.732.240.1099

Fieldstone, Lester Shear & Denberg, LLP
201 Alhambra Circle
Suite 601
Coral Gables, FL 33134
TEL: 305-357-1001
FAX: 305-357-1002
Ronald Fieldstone Esq.
1.305.337.7701

 

REFERENCES


Michael B. Denberg
Michael B. Denberg joined the law firm of Young, Stern & Tannenbaum in North Miami Beach, Florida, and became a partner in 1985, practicing in the Real Estate, Banking and Condominium Law Section. Mr. Denberg prepared condominium documents and provided real estate closing services to numerous luxury developments in the Aventura/North Miami Beach area, as well as to Institutional Lenders. In 1990, Mr. Denberg co-founded the Aventura office of Buchanan Ingersoll, a Pittsburgh-based national law firm, and was a shareholder in the Real Estate Section representing National Mall and Shopping Center Owners, Financial Institutions in workouts and complex real estate acquisitions and financing. In May 1998, Mr. Denberg became a partner in Fieldstone Lester Shear & Denberg.

Mr. Denberg is a member of the South Florida Builders Association and has lectured on the topic of condominiums as securities. Mr. Denberg is a member of the Real Property and Probate and Trust Section of the Florida Bar and concentrates his practice in Real Estate, Banking and Transactional Law, representing developers, Financing Institutions and Investors.

Steven Gold Esq.
Steven A. Gold was born on March 7, 1947, in the Bronx, New York. He obtained his Bachelor of Arts Degree from Long Island University and his Juris Doctor Degree from New York Law School in 1983 and was admitted to the New York Bar that same year. He practiced law in New York for fifteen years prior to relocating to Florida and becoming a member of the Florida Bar in 1999.

Mr. Gold was a school teacher prior to becoming an attorney in 1983. Since becoming an attorney, Mr. Gold's practice has been primarily in real estate and corporate law. He represented developers in New York on acquisitions, creation of condominium and cooperative properties and development of shopping centers. He has also practiced in the field of employment law drafting executive employment agreements for corporate clients.

Paul Lester, Esq.
Paul A. Lester was born on January 19, 1950, in Newton, Massachusetts. He obtained his Bachelor of Arts Degree with highest honors (history major) and earned admission to Phi Beta Kappa from the University of Rochester, Rochester, New York, in 1971. He obtained his Juris Doctor Degree from the University of Pennsylvania Law School in 1974 and was admitted to the Pennsylvania Bar in 1974, and to the District of Columbia Bar and the Florida Bar in 1975.

Mr. Lester moved to Miami, Florida, as a young child and had his early elementary schooling there. He attended high school in Great Neck, New York, and graduated in 1967.

After graduation from law school, Mr. Lester was a Staff Attorney and then Assistant to the Director of the Bureau of Consumer Protection at the Federal Trade Commission in Washington, D.C., from 1974 to 1977. Thereafter, he returned to South Florida in February of 1977 and was an associate in both the real estate and corporate departments at Greenberg, Traurig, Miami, Florida, from 1977 to 1981. Mr. Lester joined the corporate department of Broad and Cassel in its Miami office in August of 1981 and became a partner in 1983. Mr. Lester then headed the corporate department of the Miami office through mid-1984. In July 1984, Mr. Lester became a principal in Shapiro, Hoffman, Lester & Abramson, P.A., which had an extensive commercial law practice. From mid-1984 until 1988, Mr. Lester also acted as a principal in real estate projects including office building and shopping center developments. In July 1988, Mr. Lester formed Paul A. Lester, P.A., where he practiced until August 1991, when he formed Fieldstone & Lester with Ronald R. Fieldstone, his law school classmate. The Firm changed its name to Fieldstone Lester & Shear in June, 1993, with the addition of David Shear, P.A. and to Fieldstone Lester Shear & Denberg in June 1998, with the addition of Michael B. Denberg, P.A.

Mr. Lester has published several articles in legal journals and is a member of the Computer Law Committee, the Real Property Probate and Trust Law Section, and the Business Law Section of the Florida Bar.

David Shear, Esq.
David Shear was born on April 3, 1951, in Montreal, Canada. He obtained his Bachelor of Arts degree (economics major) from McGill University in Montreal in 1972. He attended the Masters in Business Administration program at McGill University from 1972 through 1973. He obtained his Bachelor of Civil Law degree magna cum laude, from the University of Montreal in 1976 and was admitted to the Bar of the Province of Quebec in 1977. He also graduated from Nova University Law School in Fort Lauderdale, with a J.D. degree in 1980, and was admitted to the Florida Bar in August 1980.

Mr. Shear moved to South Florida in 1978 from Montreal, Canada and worked as in-house counsel for a real estate development partnership until 1980. Upon becoming admitted to the Florida Bar in 1980, he joined the real estate department of Broad and Cassel in their Miami office. Mr. Shear became a partner in Broad and Cassel in 1985 and the head of their real estate department in the Miami office in 1988. He became a partner in Fieldstone Lester & Shear in June 1993.

Mr. Shear is a member of the Real Property, Probate and Trust Law Section and the Land Use and Environmental Law Section of the Florida Bar. He practices , condominium, construction, and law representing developers, local and foreign investors and lenders. Mr. Shear speaks French.

Don Jump, CPA, CFP
Donald E. Jump has been in the practice of public accounting since 1972. He served three years in the United States Navy from 1966 to 1969 and graduated from Rider College with a Bachelors degree in Accounting. He then joined the national accounting firm of KPMG for seven years before starting his own firm.

He is a member of the Monmouth/Ocean County Chapter of the New Jersey State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Don is also a Certified Financial Planner and a member of the International Association for Financial Planners since 1988.  Don has developed   financial plans based on asset allocation models for many high net worth clients.

Don's substantial and diverse professional experience includes clients ranging in size from publicly owned international corporations to private, self-employed individuals. He has extensive experience in commercial entities, and has been instrumental in the negotiation and structure of sales of numerous businesses for clients. He has also participated in all aspects of raising capital for a significant number of clients through private placements, as well as public offerings.

Michael Rosenbaum Esq.
Michael J. Rosenbaum was born in Laredo, Texas on May 9, 1971, after his family emigrated from Havana, Cuba. Mr. Rosenbaum received four (4) separate degrees from the University of Florida: Master of Laws (LL.M.) in Taxation; Juris Doctor; Master of Accounting; and Bachelor of Science in Accounting.

Mr. Rosenbaum is a Certified Public Accountant in the State of Florida. Further, Mr. Rosenbaum is admitted to the Florida Bar and is a member of the Tax Section of the Florida Bar. Mr. Rosenbaum is also a Florida-licensed real estate salesperson

Mr. Rosenbaum received his big-firm experience over approximately six years with the law firms of Shutts & Bowen, LLP, Holland & Knight, LLP, and Akerman, Senterfitt & Eidson, LLP. For the past three years, Mr. Rosenbaum has practiced as partner in a well-known tax boutique. Mr. Rosenbaum is Director and President of a fast-growing pharmacy chain out of Miami Beach, Florida.

Mr. Rosenbaum's areas of expertise include the following: international and domestic asset protection and wealth preservation; international and domestic income, gift and estate tax planning for business entities and individuals, including tax treaties and pre-immigration matters; inbound and outbound trade planning for foreign and domestic business entities; mergers, acquisitions, reorganizations and spin-offs involving real estate transactions and related tax matters; corporate transactions and contracts, such as entity formations, corporate agreements and joint ventures; state and local tax, including corporate, ad valorem, intangible and sales taxes; internal revenue service mediations; and consulting in real estate acquisitions, financing, insurance, and accounting matters.

Mr. Rosenbaum is fluent in Spanish and proficient in Portuguese, and serves as a committee-assistant to Jose Smith, a commissioner in the City of Miami Beach.

   
 

MEMBERSHIP


The Association for Corporate Growth (ACG)


1031 tax free alternative
We are the best cash out deal
instead of a 1031
 

ACG is the premier association for and about professionals involved in middle-market corporate growth, corporate development, and mergers and acquisitions. It promotes the professional interests of its members, by offering a forum for quality programs, education and networking, and provides the strongest network in existence for executives involved in middle-market business growth and development. It ranks first among international associations of its kind.

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