Mark L. Vorsatz
Managing Director – CEO
Mark Vorsatz is Managing Director 和 CEO of 澳门游戏平台大全. He co-founded the firm under the name WTAS in 2002 和 spearheaded the firm's name change, effective September 2, 2014. Mark works exclusively with individuals in the design 和 implementation of customized income tax 和 estate planning solutions. His client base is limited to founders 和/or substantial shareholders of public companies, owners of closely held businesses, 和 high net worth family groups. He focuses on preserving wealth for multi-generational families.
Mark has over 35 years of experience in tax practice. Before joining 澳门游戏平台大全, he was a Partner at Arthur 澳门游戏平台大全 from 1987 to 2002. Mark served on the firmwide Family Wealth 规划 Team from 1982 to 2002 和 led the firm’s Private Client Service Group in San Francisco. He also served as Managing Partner 和 Tax Division Head of Arthur 澳门游戏平台大全’s San Jose office from 1990 to 1994.
In addition to his undergraduate 和 law studies, Mark attended a specialized law program at the University of Kent in Canterbury, Engl和 和 an executive program at the Brookings Institution in Washington, D.C. Mark has served as Chair of the 房地产, 礼物, 和 Trust Tax Committee of the American Institute of CPAs, 和 is a member of the Tax Section of the American Bar Association. He has lectured extensively on estate planning 和 has taught estate planning in the graduate tax program at Golden Gate University. He regularly lectures at Hastings College of the Law in San Francisco.
Mark is co-author of two treatises: 所得税ation of Fiduciaries 和 Beneficiaries 和 Tax Economics of 慈善 Giving. He is also co-editor of the newsletter, Family Business Advisor. He has conducted numerous seminars on family business consulting 和 business disposition strategies 和 has written articles for 税务顾问, Taxation for Lawyers, Taxation for Accountants, 和 other prominent tax publications.