Mark is a Managing Director in the Tax Department at CBIZ Marks Paneth. He has more than 25 years of tax, transactional and legal experience advising publicly-traded and private companies, regulated financial institutions, investors, high net worth individuals, and government agencies.
Mark’s practice areas include providing tax consulting and transactional services to a broad spectrum of clients and industries including the public sector. He routinely provides tax opinions on the tax implications of proposed transactions, products, services and initiatives, and serves as a firm resource in the areas of financial services and products, regulatory compliance and planning, lending transactions and payment obligations, tax information reporting, expert witness support, asset management and tax controversies. Mark also advises governments in developing countries on the design and implementation of tax and fiscal reform programs. Areas of expertise include M&A planning and due diligence, corporate reorganizations and dissolution, financing transactions, S corporations, tax and policy administration, and cross border transactions.
Prior to joining CBIZ Marks Paneth, Mark was a director in the national tax office and a federal practice tax leader for a Big Four accounting firm. He also practiced law at a prominent law firm in Washington DC, served as a director and senior tax counsel for a leading financial services trade association, and worked as a senior attorney for an independent agency of the federal government.