Reading
610.478.2166
610.988.0814 fax
mbr@stevenslee.com

Mark concentrates his practice in the representation of clients in connection with mergers, acquisitions and strategic tax planning. In addition to being a lawyer and a tax strategist, he is a licensed Certified Public Accountant and an NASD-licensed Series 7 registered representative. He is experienced in planning and structuring captive insurance companies, including structuring for tax domicile, state premium tax issues, structuring regarding profit allocation and GAAP issues and treatment.

Mark also specializes in state and local income tax issues, including multi-state apportionment, nexus issues and consulting for company-specific issues.

Prior to joining Stevens & Lee, Mark served as a National Tax - Product Development Manager for PricewaterhouseCoopers, LLP in Washington, D.C., where he was responsible for conceiving creative corporate tax planning strategies to minimize tax liability, analyzing technical tax strategies for Fortune 500 companies in connection with building their e-commerce initiative and building programs to develop sales strategies.

Mark was a law clerk in the U.S. Attorneys Office in Lubbock, Texas.

Education:
Georgetown University Law Center, LL.M. in Tax, with Distinction, 1996
Texas Tech University School of Law, J.D., 1995
Texas Tech University School of Business, MBA, 1995
Texas Christian University, BBA in Accounting, 1992

Bar Admissions:
Pennsylvania
Texas

Professional and Civic Affiliations:
Pennsylvania Bar Association
Texas Bar Association
Texas CPA since 1997
American Bar Association

Representative Speaking Engagements:
Speaker at Duquesne University's E-Commerce Tax Symposium, May 2000