About
the Presenter - Mark T. Watson, CPA, CFP
Partner,
Tax and Strategic Business Services
Certified
Public Accountant, Texas
Certified
Financial Planner
▪
More than 22 years of experience providing businesses,
entrepreneurs, executives and wealthy individuals with tax
compliance and consulting services
▪
Focus on individual and fiduciary income tax, estate tax, gift tax,
generation-skipping transfer tax, and oil and gas tax matters
▪
Served as partner in the national tax office of a "Big
Four" firm
▪
Provide tax compliance and consulting services to independent oil
and gas exploration and production companies
▪
Advise owners of operating and non-operating mineral interests
about various income, gift and estate tax issues associated with
those interests
▪
Assist taxpayers with international income, estate and gift tax
issues
▪
Advise clients about individual and fiduciary income tax, estate
tax, gift tax, generation-skipping transfer tax, and philanthropic
matters
▪
Review corporate, estate, gift, individual, partnership and trust
tax returns
▪
Represented clients before the Internal Revenue Service in audits
involving the hobby loss rules and the passive loss rules
▪
Requested private letter rulings on behalf of clients about various
income, gift and estate tax issues
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