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Mark is responsible for tax compliance services to businesses and individuals, with specialized knowledge related to international taxation as well as state and local tax (SALT), including nexus and multistate consulting, reviews, and compliance.
St. John Fisher College, Master of Business Administration, Accounting
St. John Fisher College, 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*
Lumsden McCormick Making A Difference (MAD) Committee, Member
Dog Ears Bookstore and Cafe, Treasurer
Canisius College Leadership Program
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.
Is your business starting to wine and dine customers again? If so, consider reviewing (and possibly upgrading) your practices for reporting travel and entertainment expenses.
If you’re looking to relocate a trust to a tax-friendlier state, consider the pluses and minuses before hitting the road.
In recent weeks, many employers have complained about how difficult it is to fill job openings. COVID-19 cases are drastically falling, yet some businesses can't get all their employees to come back to work. Which states have ended the $300 per week federal unemployment benefit in a bid to encourage people to return to the workforce?
