Newton Financial Services Companies
Newton Financial Services Companies
The Allonesearch Financial Services Companies category, also known as financial planning consultants, includes companies offering financial planning services, banking services, investment services, financial management services, and financial securities advice.
There is 1 company listed in our Financial Services Companies category for Newton.
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- Financial Services
- 287 Auburn St.
Newton
MA
02466Check Out Our Blogs To Learn More Today!
- Bios
- Products and Services
Meet Our Staff
About Us
The Cherrytree Group, based in Newton, Massachusetts, utilizes our staff of six (6) employees to offer tax credit consulting, legal, accounting, brokerage and syndication services. We assist developers of all sizes, general contractors, engineers, geotechnical scientists, individuals, and investment partnerships to assist them in applying for, securing, and monetizing available federal and state tax credits.
Warren Kirshenbaum
Warren Kirshenbaum is the President of the Cherrytree Group, LLC. Warren founded Cherrytree in 2006 and has spent the past eight years building Cherrytree into a specialist tax credit consultation, brokerage, and syndication firm. He has utilized his expertise to build an office that focuses on the structural and development finance aspects of tax incentivized real estate based transactions, particularly in the environmental remediation (Brownfields), renewable energy, and historic rehabilitation areas.
Warren Kirshenbaum has experience in business and real estate; he has worked on corporate and securities transactions, tax credit transactions including the Massachusetts Brownfields Tax Credit, Renewable Energy Tax Credits, such as the Federal Investment Tax Credit (ITC) and the federal and state historical rehabilitation tax credit.
Education: University of the Witwatersrand Undergraduate Business School (Johannesburg, South Africa), Bachelor of Commerce Degree, 1989, New England School of Law, J.D., 1992, New York University School of Law, LL.M. in Corporate Law, 1993
Certifications: Environmental Business Council of New England, Site Remediation and Redevelopment Committee, NAIOP Massachusetts, Government Affairs and 21E Committees, Licensed Site Professionals Association, Regulations Committee
Services: Tax Credit Consulting, Brokerage, Syndication, Development Consulting
Url: http://www.cherrytree-group.com/warren-kirshenbaum-cherrytree-groupMelina Ambrosino
As Vice President of Operations at the Cherrytree Group, Melina focuses on business development and client relations. Melina has spent the past four years forging relationships with LSPs, developers, and real estate professionals, working together on brownfields redevelopment projects and historical redevelopment. Melina brings her extensive knowledge of the various tax credit incentive programs in Massachusetts to her client’s projects. She assists her clients in determining their project’s tax credit eligibility and structuring their projects accordingly. In Melina’s time at the Cherrytree Group, she has assisted in securing millions of dollars in Massachusetts Brownfields tax credits for her clients.
Education: Suffolk University, Bachelor of Science, 2010
Certifications: Licensed Site Professional Association, NAIOP, 21E Committee, NAIOP, Developing Leaders Committee, NAIOP, Government Affairs Committee, Environmental Business Council Of New England, Site Remediation Committee
Services: Tax Credit Consulting, Brokerage, Syndication, Development Consulting, Business Development
Url: http://www.cherrytree-group.com/melina-ambrosino-cherrytree-groupYelena Tsvaygenbaum
Yelena Tsvaygenbaum's legal background has been focused on business and commercial real estate matters, including Brownfield's development, commercial leasing, private equity transactions, and all aspects of contract drafting, review, and negotiation. Prior to joining Cherrytree she was in private practice at Orsi Arone Rothenberg Iannuzzi & Turner and at the Transactional Law Group.
Ms. Tsvaygenbaum is a magna cum laude graduate of Bentley University, where she studied in the Honors program on a full scholarship, and is a graduate of the University of Connecticut School of Law. While at the University of Connecticut, she was a Managing Editor of the Connecticut Insurance Law Journal and a Judicial Extern for the U.S. Bankruptcy Court under the Honorable Judge Henry J. Boroff. She also served as a law clerk in the Corporate Legal Department at Liberty Mutual and the Antitrust Bureau of the New York State Office of the Attorney General. Previously, Ms. Tsvaygenbaum worked as an Internal Auditor at John Hancock.
Education: Bentley University, B.S., Magna Cum Laude, 2006, University of Connecticut, School of Law, J.D., 2009
Certifications: Boston Bar Association, American Bar Association, Young Lawyers Division, Member of the Massachusetts and New York Bars
Services: Rule and Regulations, Tax Credit Consulting
Url: http://www.cherrytree-group.com/yelena-tsvaygenbaum-cherrytree-groupServices
Tax Credit Consulting
The Cherrytree Group is a Newton, MA based group of entities that offer tax credit consulting, brokerage, syndication, and specialty finance services. We serve developers of all sizes, general contractors, engineers, geotechnical scientists, individuals, and investment partnerships to assist them in applying for, securing, and monetizing available Federal and State tax credits. The services we provide include the following:
Consulting Work
• General development finance and transactional structuring;
• Analysis of a project’s tax credit eligibility;
• Preparation and filing of tax credit applications;
• Due diligence and underwriting services, including project budget and pro-forma creation and analysis;
• Accounting services, such as building of tax credit eligible cost spreadsheets, accumulation and verification of back-up documentation to substantiate tax credit eligible costs such as invoices, cancelled checks, or statements/registers;
• Strategic advice on regulatory tendencies, direct interaction with regulators on the state and federal level;
• Direct engagement within the tax credit regulators and response to any auditing questions, and document requests.
Legal Support
• Legal support from our Staff Attorney to resolve any denial(s) of specific line-item tax credit eligible expenses;
• Filing and handling hearings on proposed tax credit denials; and
• Closing on the Tax Credit investment or purchase using our Staff Attorney, and outside Counsel if necessary.
Brokering & Syndication
• Securing a Tax Credit purchaser for the State Tax Credit or syndicating the Federal Tax Credits; and
• Structuring the transaction to meet current IRS guidelines, or to achieve tax neutral status.
Success Based
Url: http://www.cherrytree-group.com -
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