Qualifications
EDUCATION
BBA Accounting – University of Texas at Austin
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Real Estate, Affluent Families and Entrepreneurs, Professional Services
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Mark has 20 years of experience in tax compliance and advisory services. Mark’s expertise focuses on working with affluent families and entrepreneurs to implement tax planning strategies and preserve wealth for future generations. Mark has served a variety of clients across various industries beyond affluent families including real estate, professional service providers, and closely held businesses. Mark enjoys working with clients to achieve their goals beyond tax minimization.Mark and his wife are proud parents of two boys. Mark enjoys family game nights, coaching his son’s soccer team, and loves exploring new destinations whenever their schedules align.