LEVITZACKS, Certified Public Accountants
(Tax, Audit, Estate Planning, Litigation, Consulting)
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Mark Morris, J.D., LL.M., CPA
Tax Counsel




Mark Morris is responsible for research and planning sophisticated federal and state tax matters. His experience includes research on a wide variety of issues with heavy emphasis in estate planning for high net-worth individuals, partnership taxation and accounting, mergers and acquisitions, planning for closely-held businesses and their owners, property taxation and the tax consequences of workouts and bankruptcy. Mr. Morris’ estate planning work encompasses complex transfer tax analysis, liquidity planning for closely-held business owners, advice on various insurance arrangements, and proper structuring of wealth transfers to charitable organizations.

Mark Morris joined LEVITZACKS in 1989. From 1985 to 1989, he was a partner in a law firm specializing in estate and gift tax planning. For three years prior to 1985, he was employed with the tax department of an international CPA firm.

Certifications:

* Licensed CPA in California

* State Bar of California

* United States Tax Court

Professional Affiliations:

* American Institute of Certified Public Accountants

* California Society of Certified Public Accountants

* San Diego County Bar Association, Tax Section

* State Bar of California, Trusts and Estates Section

* State Bar of California, Tax Section

* J. Reuben Clark Law Society, San Diego Chapter, Board Member

Education:

Bachelor of Science, major in Accounting
* with Honors
Brigham Young University

Juris Doctor
*with Honors
J. Reuben Clark Law School, Brigham Young University

LL.M. in Taxation
*with Highest Honors
University of San Diego, Graduate School of Law




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