Mark focuses on federal income taxation issues related to domestic and international transactions of private equity and hedge funds, as well as other investment partnerships, joint ventures and operating businesses.

More specifically, Mark assists clients with investment fund formation, deal acquisition structuring, financial instruments and derivatives, and audit representation. He is experienced in a broad spectrum of tax issues such as partnership allocation issues, merger and acquisition issues, inbound and outbound cross-border investments, and investments by sovereign wealth funds, tax-exempt entities, international organizations and other institutional investors.

Prior to joining the firm, Mark was a fund tax manager for a multi-billion dollar international private equity group. He is a certified public accountant. Mark is also a level II candidate in the CFA program.

In addition to his professional activities, Mark is passionate about giving back to the community and serves in various leadership roles with several community service, civic and political organizations.

Relevant Experience

• Advised private equity fund regarding restructuring of public hotel company in a going-private transaction.
• Advised private equity fund group on disposition of UK management office.
• Advised fund managers on initial structuring for large domestic and international private equity and mezzanine funds that are funded by both domestic and foreign investors.
• Advised clients on tax issues related to domestic and cross-border mergers and acquisitions.

• Advised private equity fund on the calculation of currency gains and losses related to transactions in a multi-tiered foreign holding structure.
• Advised numerous foreign investors on tax issues related to US real estate transactions.
• Advised private equity group on tax allocations and reporting obligations for complex multi-tiered foreign investment structures.
• Advised US multinational corporation on debt pushdown to European subsidiaries.
• Advised private equity groups on acquiring assets in Europe, Asia, Mexico and Canada.
• Advised private equity groups on withholding obligations for foreign partners and UBTI issues for tax-exempt partners.
• Advised major US bank on tax withholding and reporting obligations.
• Advised international investment group on currency transactions and hedging program.
• Represented corporate taxpayers and private equity funds in IRS audits.

Bar Admissions

Education
JD, Southern Methodist University, cum laude, 2008MS, Taxation, The University of Texas at Arlington, 2003BBA, Accounting, The University of Texas at Arlington, with Honors, 2003