Mark, a Senior Tax Principal with the firm, has been working with closely held businesses and their owners for more than 25 years. He has proven expertise in corporate planning and tax law, transactional planning, choice of business entity decisions, mergers and acquisitions, international and domestic planning for foreign entities and estate and succession planning. Mark has lectured extensively on these topics to business groups, local universities and professional organizations.
Mark intimately understands the interrelationship between a closely held business and its shareholders. He has done significant work with corporations and limited liability companies, multi-generational planning, benefit plans for employees and shareholders and strategic long-range tax planning strategies. Mark frequently works with the shareholders of closely-held businesses to address their tax concerns in a variety of areas as diversified as planning to implement ESOPs for an S Corporation to issues involving the tax preferential treatment of foreign source income.
Mark is a Summa Cum Laude graduate of Brandeis University. He has also received a Juris Doctorate degree from Boston College Law School and a Master of Science degree in taxation from Bentley College. Mark has worked in senior tax positions at two international accounting firms. He is a member of the Massachusetts Bar Association and the Boston Estate Planning Council.