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.
- Amundsen Davis Attorneys Included in 2024 Missouri Super Lawyers and Rising Stars ListsAmundsen Davis Attorneys Included in 2024 Missouri Super Lawyers and Rising Stars Lists
We are excited to announce the inclusion of Heather Bub and Teri Drew on the 2024 Missouri Super Lawyers® list and Chris Miller on the 2024 Missouri Rising StarsSM list.
- Several Amundsen Davis Service Groups Named in the 2025 Edition of Best Law Firms®Several Amundsen Davis Service Groups Named in the 2025 Edition of Best Law Firms®
Several of Amundsen Davis's service groups have been ranked for 2025 in the 15th Edition of Best Law Firms®.
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