Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
view leadership team
We provide unprecedented accessibility to all service team members.
view all Team members
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.
An outcome of the 2022 FY New York State budget, passed on April 7, 2021, includes a circumvention of the federal limit on State and Local Tax (SALT) deductions.
The Consolidated Appropriations Act earmarks an additional $284 billion for a new round of forgivable small-business loans under the Paycheck Protection Program (PPP) and makes a number of important changes to the program. On January 6, 2021, the IRS followed up by issuing Rev. Rul. 2021-2, which revokes its prior position on the disallowance of deductions for PPP-related expenses.
The Consolidated Appropriations Act is nearly 5,600 pages. It contains several tax-relief measures related to qualified disasters. These provisions include liberalized deduction rules for personal casualty losses, tax-favored treatment for distributions from IRAs and retirement plans, an employee retention tax credit, and more.
