I am an experienced tax maven* - highly-regarded both by colleagues and peers and by clients alike. For several years I served as Chief Financial Officer for a $100 million multi-national company which was successfully sold to a multi billion dollar public company, and have taken leadership roles in professional accounting organizations. Attorneys, business owners, and high net worth individuals rely on me as their dedicated tax advisor.
They turn to me not only when taxes need to be filed, but also when they are faced with important financial decisions. Clients stay with me because they trust me and my advice. They appreciate the fact that I care about their businesses and them as if they are family. My professional goal is helping clients minimize their tax liability while enabling them to achieve their personal and business goals.
I have a problem-solving attitude and approach that often leads to alternative solutions. These minimize tax expense while protecting clients from underpayment penalties and helping them to manage their cash flow.
They turn to me not only when taxes need to be filed, but also when they are faced with important financial decisions. Clients stay with me because they trust me and my advice. They appreciate the fact that I care about their businesses and them as if they are family. My professional goal is helping clients minimize their tax liability while enabling them to achieve their personal and business goals.
I have a problem-solving attitude and approach that often leads to alternative solutions. These minimize tax expense while protecting clients from underpayment penalties and helping them to manage their cash flow.
Services
A client was in the process of retiring from a closely-held business.
As part of the retirement process, his stock in the company was going to be redeemed on an installments sale method.
At the time, the capital gain rate was lower and there was no Net Investment Income Tax (NIIT).
I looked at the cost in taxes over the installment period, and it increased substantially over time because of the change in rates, etc.
I suggested accelerating for reporting purposes all of the income into the current year, thus avoiding the increased rates and the NIIT.
As part of the retirement process, his stock in the company was going to be redeemed on an installments sale method.
At the time, the capital gain rate was lower and there was no Net Investment Income Tax (NIIT).
I looked at the cost in taxes over the installment period, and it increased substantially over time because of the change in rates, etc.
I suggested accelerating for reporting purposes all of the income into the current year, thus avoiding the increased rates and the NIIT.
I have had the pleasure of knowing Mark for well over 30 years, both professionally and personally.
There is no person more capable than Mark to handle any Accounting, Financial or Taxation issue that you or your company may encounter.
Trustworthy, Competent, Resourceful, Invested, Results Driven and Proactive are just a few adjectives that describe an experienced individual dedicated to his profession and your total satisfaction.
Mark is the ultimate "Customer Value Proposition" (CVP) to your bottom line success."
There is no person more capable than Mark to handle any Accounting, Financial or Taxation issue that you or your company may encounter.
Trustworthy, Competent, Resourceful, Invested, Results Driven and Proactive are just a few adjectives that describe an experienced individual dedicated to his profession and your total satisfaction.
Mark is the ultimate "Customer Value Proposition" (CVP) to your bottom line success."
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