EXPERIENCE SUMMARY

Mark has more than 44 years of experience working both in public accounting and for the IRS (first 5 years of experience).  He has worked across the spectrum of clients (privately held and venture-backed companies, partnerships, trusts and non-profits) and tax areas (corporate – both “S” and “C”, trust, partnership, individuals, mergers and acquisitions, sales of companies, expatriate and high net worth individuals and tax audit representation).

Mark’s responsibilities include review of client situations for recommendation of tax-efficient strategies, as well as proposed transactions to achieve the optimum result consistent with the goals of the client, taking into account workable tax strategies and tax authority audit risks. Included in such planning are recommendations for pension plan improvement, charitable donation strategies, founder exit strategies, utilization of available tax attributes (Net Operating Losses, Credits, Asset Bases – both high and low, and special tax provisions, such as Section 1202 exclusion on sale of stock or Section 1244 for losses and Incentive Stock Option benefits, where available).

INDUSTRY FOCUS

Mark has worked with companies in high tech, retail, biomedical, manufacturing, restaurant, real estate (both development and rental), and investment and hotel industries. He has worked with attorneys to achieve estate tax savings (both pre- and post-mortem) and represented estates and individuals under IRS examination.

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Connecticut Society of Certified Public Accountants

EDUCATION

M.S., Taxation, Austin Dunham Barney School of Business, University of Hartford
B.S., Accounting, Cum Laude, University of Connecticut

ADDITIONAL

Member of MSCPA Federal Tax Committee
Guest on Dan Rae “Nightside” show and The David Brudnoy Show (when it was on the air) on WBZ 1030AM