Instructor Biography

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Stewart A. Feldman

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CEO and General Counsel
Capstone Associated Services, LTD

Education:
Juris Doctor awarded cum laude by The University of Michigan Law School, May 1980. Instructor Financial Accounting & Accounting Theory, University of Michigan Business School, 1979.

M.Sc. (Accounting) and B.Sc.(Econ.) awarded by The Wharton School at the University of Pennsylvania, 1975. B.Sc.(Econ.) magna cum laude, Dean's List With Distinction all semesters.

General Course Student at The London School of Economics and Political Science, 1973-1974.

Certifications and Licenses:
 Admitted to practice before the U.S. Tax Court, 2016.

Background:
Stewart A. Feldman has over thirty years of experience in a variety of sophisticated legal, tax and financial transactions involving a wide range of industries. He is one of the foremost national experts on captive insurance/alternative risk planning, having headed up over 200 captive formations and operations.

Mr. Feldman draws upon a strong tax, financial, and accounting background dating back to a career in public accounting (CPA - Ohio, 1975 and Texas, 19801) following his completion of graduate business school. Mr. Feldman is able to draw upon years of experience on the substantive business side of transactions from both financial and the legal perspectives and as a principal in various business transactions.

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.

From 1980 - 1982, Mr. Feldman served as a corporate finance and securities lawyer (mergers and acquisitions) at the Houston law firm of Vinson & Elkins LLP.

From 1982 - 1992, Mr. Feldman oversaw the legal, financial, operational and administrative functions of several dozen brother-sister investment entities as principal and CFO at Wolff, Morgan & Company/Wolff Companies, a Houston based investment group that focused on real estate (as the largest commercial land developer in Houston) and automotive investments. These brother-sister entities held assets in excess of $200 million, with Mr. Feldman managing $125 million in credit facilities.

While CFO at Wolff, Mr. Feldman was an owner and dealer-principal of several Houston area automotive dealerships (1986-1989), including two Jaguar franchises. Mr. Feldman also co-owned and operated a direct importing and distribution company that purchased automotive parts from European and Asian suppliers for distribution to franchised dealers throughout the U.S. and Canada. When the franchised operations were sold in 1989, revenues had doubled to $50-plus million over a three-year period and employment exceeded 150 persons.

For more than the last decade, Mr. Feldman has been the chief executive officer or managing partner and principal owner of several Houston-based businesses.