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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
* 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