Mark is a principal in the tax services department who has been with the firm for over 30 years. Mark provides consulting and tax services to high net worth individuals and families and specializes in servicing investment related entities. Mark also provides consulting and tax services to clients across many industries, including professional services, real estate, healthcare, and restaurants.
Mark resides in Palatine but grew up in Chicago, where he met his wife Pam at Lane Tech High School. Mark likes to spend his free time with his three adult children and supporting their academic and personal endeavors. He also enjoys playing multiple sports, especially in organized leagues with his children.
Skills/Practices
- Family office services for high net worth, multi-generational families
- Estate, gift and trust planning, and compliance services
- Tax planning for high net worth individuals, including succession and wealth transfer
- Specialized estate and trust planning services
- Individual trustee
- Corporate, partnership, and individual tax planning
- IRS, state, and local audit representation
- Business consulting
- Financial planning
Related Service Areas
Related Industries
Education
- Bachelor of Science in Accounting, University of Illinois at Chicago
Memberships
- Member of the American Institute of Certified Public Accountants
- Member of the Illinois CPA Society
- Member of the Glenview Chamber of Commerce
Community Involvement
- Advisor, Palatine Police & Fire Benevolent Association