Mark brings over 20 years of public accounting and private industry experience to HCVT. Mark specializes in providing tax consulting and compliance services for real estate investment trust (REIT), real estate fund and private equity clients. Prior to joining HCVT, Mark was the tax director at a publicly traded REIT. His experience includes addressing real estate taxation issues including asset basis adjustments, partnership allocations, like-kind exchanges, unrelated business taxable income for tax-exempt investors, among other tax issues. Mark’s extensive REIT experience includes REIT qualification testing, earnings and profit calculations, prohibited transaction analysis, acquisition due diligence, dividend taxability reporting, taxable REIT subsidiaries, and operational issues.
Mark has provided tax consulting and compliance services to global private equity organizations. He has delivered federal, multi-state and international tax services for a real estate opportunity fund with a multi-billion dollar investment portfolio.
Mark has a Master's of Business Administration with a concentration in accounting from Cal Poly Pomona, a master’s degree in business taxation from Golden Gate University and a bachelor’s degree from California State University, Long Beach. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
Professional and Community Involvement
American Institute of Certified Public Accountants
Practice Area & Specialization
Credentials and Certifications
MS, Taxation, Golden Gate University
MBA, California Polytechnic State University, Pomona
BA, California State University, Long Beach