Mark leads an experienced TaxOps Minimization team in implementing tax-saving projects. He has developed in-depth technical knowledge of the research credit
across all industries, including automotive, engineering, medical, manufacturing and software. Mark has been responsible for the coordination, management
and execution of some of the largest research credit studies performed by Ernst & Young. His work with small and mid-size companies has given him
an understanding of the unique R&D issues they face as well. He consults regularly with clients on income tax accounting issues regarding the research
Mark is an accomplished negotiator with the Internal Revenue Service and has built a positive rapport with field agents and tax authorities across the
country. He managed four of the 23 Pre-Filing Agreement (PFA) projects granted and closed by the IRS in the research credit area. He has also consulted
and closed on several IRS and state audit and appeals cases, including the successful completion of two IRS research credit record-keeping agreement
Mark began his professional career with E&Y in tax compliance and provision preparation, before moving on to exclusively work with research credits
and multi-disciplinary tax reduction projects, including domestic production deductions (section 199), uniform capitalization calculations, cost segregation
and other federal and state credits. He left E&Y as an executive director to join TaxOps Minimization in 2010.
Mark is a graduate of Brigham Young University, where he received a Bachelor of Science in Accounting and a Master of Accountancy in Taxation. He is a
member of the American Institute of Certified Public Accountants and a frequent CPE class facilitator on far-ranging business topics involving tax
credits, deductions and deferrals.
Read Mark's Insights
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IRS creates a substantially streamlined path to realizing Research & Development credits, according to most recent examination guidance, creating a significant opportunity for eligible businesses.
The R&D credit is now available to companies of all sizes, both profitable and unprofitable. Could your company be one of the beneficiaries?
Landmark legislation offers significant tax savings for businesses in 2015 and beyond.
The IRS has raised the de minimis limits under tangible property regulations to ease the administrative burden on small business taxpayers.
Congress is expected to once again cherry-pick provisions like the research credit for extension by year-end.