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Mark is responsible for tax compliance services to business and individuals, with specialized knowledge related to international/cross-border taxation as well as state and local tax (SALT), including state nexus and taxation analysis, M&A due diligence, and various related compliance for companies of all sizes. Mark joined the firm in 2013; he was named partner in 2024.
St. John Fisher University, Master of Business Administration, Accounting
St. John Fisher University, Bachelor of Science, Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Passed Series 7 and 66 securities exams – Financial Advisor*
Transformational Leadership Program™ 2024, Convergence Coaching®
Lumsden McCormick Making A Difference (MAD) Committee, Member
Dog Ears Bookstore and Cafe, Former Treasurer
Mark enjoys going to concerts, traveling, and playing the guitar.
*Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory ServicesSM.
Determining the right form of ownership for your new manufacturing company or deciding whether to change the structure of your existing company isn’t easy.
Maryland's fiscal 2026 budget introduces a 3% sales tax on data and IT services, along with new tax brackets and increased rates for high-income earners. The budget also raises taxes on cannabis, sports betting, and vehicle excise, while proposals to reduce corporate tax rates and repeal inheritance tax were not included.
A New York court ruled that Public Law (P.L.) 86-272 does not protect non-solicitation internet activities from state taxation and cannot be applied retroactively to its 2015 proposal date. The court upheld New York's revised regulations but agreed that their retroactive application violated due process for businesses unaware of the new tax liabilities.
