Overview
Mark advises clients on international, federal, state, and local tax matters, as well as represents clients in the areas of estate planning, probate and trust administration, business succession planning, marital property, and tax planning. He works with individuals, couples, business owners and other professionals to accomplish their objectives while minimizing tax burdens and reducing financial risk. His practice includes planning for unique assets, international considerations, and beneficiaries with special needs. He also works with nonprofit organizations on tax and governance issues.
Mark offers more than 15 years of experience guiding clients through the difficult process of audits, administrative appeals, and litigation. His clients have cases before the Court of Appeals for the Seventh Circuit, various IRS appeals officers, and in the U.S. Tax Court. He takes the time to understand his clients and keep them informed so that any decisions are appropriate to their unique circumstances.
Mark also counsels clients forming, buying, selling, or dividing their businesses. He guides companies through the federal and state tax consequences of transactions and devises avenues to minimize the impact of taxation by multiple authorities. As businesses expand their geographic reach through physical locations or online forums, they potentially fall within the ambit of many tax authorities. Mark is a valuable resource for clients navigating multijurisdictional taxation; whether crossing state lines or international boundaries.
Experience
Membership & Involvement
- Registered Title Agent with First American Title and Stewart Title
Resources & Insights
Alerts
Speaking Engagements
Blog Posts
- Common FLSA Mistakes and Misconceptions About Overtime PayCommon FLSA Mistakes and Misconceptions About Overtime Pay
Debra Mastrian's article in the Sept./Oct. 2024 issue of Hoosier Banker provides an overview of the common mistakes employers make and misconceptions about how overtime laws apply to nonexempt employees in Indiana, as well as practical guidance for avoiding these mistakes.
- Keith Mundrick Discusses Eli Lilly's $5.3 Billion Investment in Indiana on the BBC's World Business ReportKeith Mundrick Discusses Eli Lilly's $5.3 Billion Investment in Indiana on the BBC's World Business Report
Keith Mundrick is on the BBC's World Business Report to discuss Eli Lilly's $5.3 billion investment in a manufacturing plant in Lebanon, Indiana.
- Chris Green Included on 2025 Ohio Super Lawyers® Rising Stars List!Chris Green Included on 2025 Ohio Super Lawyers® Rising Stars List!
We are excited to announce that Chris Green was included on the 2025 Ohio Super Lawyers® Rising StarsSM list.
- Tiffany Woelfel Recognized as One of Greater Green Bay Chamber's Future 15Tiffany Woelfel Recognized as One of Greater Green Bay Chamber's Future 15
Amundsen Davis would like to congratulate Tiffany Woelfel on her recognition as one of the Greater Green Bay Chamber's Future 15.
Services
Education
Northwestern University School of Law, LL.M. - Taxation
DePaul University College of Law, J.D.
Northern Illinois University, Finance, B.S.
Admissions
- Wisconsin
- Illinois