Mark MacDonald, Senior Partner
You've likely seen Mark
on one of his
many TV or radio interviews.
He is a former U.S. CEO and media publishing executive at leading financial and news companies including US News and World Report and Individual Investor.
is co-author of the bestselling book "Breaking the Tax Code," has been named one of "America's Premier Experts," and has been the featured retirement expert on "The Consumers Advocate" television program, appearing on NBC
and FOX affiliates.
After 25 years building brands and companies for leading media and digital entrepreneurs, Mark is helping business owners and private investors learn how to minimize risk and maximize and preserve wealth via specialty tax and investment strategies.
specialties include helping business owners and high net-worth individuals with income tax reduction, audit risk reduction, business entity structures, tax-free retirement planning, personal pensions, legacy planning, business succession, estate-tax planning, risk management, wealth transfer, captive insurance, college-funding and premium financing.
been married to his
wife Leigh for 29 years and has two daughters who both work for leading global finance companies.
many passions include family, friends, travel, music, sports and helping people reach their highest levels of financial success.