LEVITZACKS, Certified Public Accountants
(Tax, Audit, Estate Planning, Litigation, Consulting)
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We are here to assist you with your success.  Please contact us if you have any questions regarding the services we offer.

Mark Morris, J.D., LL.M., CPA
Tax Counsel

Office 619.238.1077 ext. 7012

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.


* 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


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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