ROCCO BEATRICE
CPA, MST, MBA
Financial Engineer

71 Commercial Street #150
Boston, MA 02109
U.S. tel:  508-429-0011
U.S. fax:  508-429-3034

MS - Taxation,  Master of Science in Taxation
MBA - Management / Taxation
BSBA - Management / Accounting.
CPA - Certified Public Accountant
International strategist of complex business transactions. 

 Mr. Beatrice travels extensively to gain firsthand knowledge and experience,  across boundaries, building strategic real-world channels and providers of advanced uncommon solutions that you don't currently have. "Knowledge" is "hands/on-real/world."

Estate Street Partners, LLC
Fresh ideas creating liquidity.
FINANCIAL ENGINEERING for wealth preservation & legal protection of your assets, deferral of your capital gains taxes, elimination of probate, elimination of estate & inheritance taxes, deferral, reduction, possibly recapturing lost tax dollars on your income streams through domestic and international strategies. Tax efficient wealth transfer to your next generation.

FINANCIAL ENGINEERING is the key to how the affluent remain affluent.  They have embraced powerful "knowledge:"

"Information " does NOT equal "knowledge."
“Information” is extensive and available at your fingertips, in libraries and the internet.
Competent working “knowledge” takes years of hands-on experience.

Estate Street Partners:  --addressing "your problem of wealth."  Providing liquidity with advanced solutions you don't currently have.  Dynamic, strategic, custom consulting & research to complex business transactions.  We don't sell insurance, mutual funds, stocks, etc. and, we don't have canned "catch-all" solutions.  As advisors, we have developed a world-wide network of strategic "hands/on-real/world" provider relationships from the legal, accounting, and tax professions.  Our operating strategy is to build and leverage our collective knowledge and multi-dimensional financial engineering resources, providing you with competent professional strategies designed to protect your assets from potential frivolous lawsuits, preserve your wealth by recapturing lost tax dollars, defer capital gains taxes, reduce taxes on your income streams, eliminate probate and estate taxes. Tax efficient wealth transfer to your next generation.
 
EXECUTIVE SUMMARY:  
"Knowledge" is our most important "Product"
We use good planning, not secrecy.  
We rely on law, not secrecy. 

Other Qualifications:

Property Tax Associates    
Mr. Beatrice is an expert in real estate and business valuations.

Corporate Tax Executive
Financial International Business  Strategist for multi-national companies
Touche Ross & Co.  (Big 6 U.S. Public Accounting)
Analog Devices, Inc.  (New York Stock Exchange multi-national high tech manufacturer of semiconductors, and related high-tech processes)
The Stop & Shop Companies, Inc.  (New York Stock Exchange / Consumer Retailer)