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Mark Miller

Mark Miller, CPA, specializes in tax planning for closely held business owners, real estate professionals and high-net worth individuals. He has extensive experience in structuring and tax planning for partnerships and limited liability companies (LLC) and is a firm subject-matter expert in partnership taxation. Mark is a member of the firm’s Construction and Real Estate, and Business Succession Planning leadership teams. Additionally, he consults with clients on financial planning, wealth management and risk management issues. Mark assists clients in areas such as:

  • Tax planning for real estate developers and owners
  • Designing of partnership and LLC operating agreements to accomplish the economic and tax objectives of the owners
  • Tax consultation services related to business acquisitions and sales
  • Designing and implementing tax-efficient family wealth transfer strategies for high-net worth families
  • Developing business and family succession plans to achieve owner objectives
  • Wealth management and risk management consulting

Service Areas

  • Real Estate Services
  • Entity Formation and Organization Services
  • Merger and Acquisition Services
  • Business and Family Succession Planning Services
  • Estate Planning for Business Owners and Individuals
  • Gifting Strategies Services
  • Charitable Gifting Services
  • Wealth Management Services

Affiliations

  • American Institute of Certified Public Accountants
  • Wisconsin Institute of Certified Public Accountants
  • Children’s Hospital and Health System Foundation Planned Giving Council, Member
  • American Endowment Foundation, Council of Advisors

Education

  • Bachelor’s Degree in Business Administration – Accounting, University of Wisconsin – Madison

Awards

  • Elijah Watt Sells Award Winner, Uniform CPA Examination, November 1981
  • University of Wisconsin – Madison Outstanding Senior in Accounting

Mark Miller's Areas Of Expertise