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.
EDUCATION
St. John Fisher College, Master of Business Administration, Accounting
St. John Fisher College, Bachelor of Science, Accounting
PROFESSIONAL
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Passed Series 7 and 66 securities exams – Financial Advisor*
COMMUNITY
Lumsden McCormick Making A Difference (MAD) Committee, Member
Dog Ears Bookstore and Cafe, Treasurer
Canisius College Leadership Program
FUN FACTS
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.