Mark represents individuals and corporations in tax matters. He has experience with mergers and acquisitions, specifically evaluating state and local tax exposures related to income and non-income tax, and unclaimed property exposures across all 50 states. Common issues within the field involved nexus-generating activities and failure to file state income tax returns, misclassification of products and services for sales tax remittance, unclaimed property and related escheatment, multi-state employment tax withholding, and transfer tax (RETT/CITT) assessments.
Mark is working toward becoming a certified public accountant and formerly was an associate at Big 4 accounting firm KPMG, where he gained experience guiding clients through mergers and acquisitions.
In addition to his practice, Mark serves on the Rochester office Opportunity, Inclusion & Belonging Leadership Team.