TaxConnections


Mark T. Nash

Tax Partner

PWC
Miami, Florida, USA

Consulting Firm

Professional Summary

Tax Partner in Personal Financial Services practice which is part of the PWC National practice dedicated to the needs of high net worth individuals and corporate executives. As a member of the wealth transfer solutions team, and as the regional leader for the family offices services network Mark provides asistance in the areas of wealth transfer planning, income tax preparation and planning, retirement planning and financial planning.

Mark Nash has significant S-Corp, partnerships and individual, estate and trust tax compliance and tax planning experience and works extensively with high net worth individuals and family groups. His clients include C-Suite executives at Fortune 500 companies as well as individuals listed on the Forbes 500 of wealthiest Americans. Mark is the enagement partner on the firms larghest high net worth family client. His services to this family include consultations on a wide varierty of income and estate planning strategies, as well as the administration of the tax compliance services for the family’s complex entity structure. Services are provided to generations of family members, multiple dynastic trusts for their benefit, family charitable foundations, and closely held entities holding family assets and business ventures.

You can reach Mark T Nash at 954.608.1684 or Mark.T.Nash@pwc.com

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Languages

  • English


Experience

PWC
Miami, Florida, USA
Tax Partner
Consulting Firm
2000 - Present
Personal Financial Services practice which is part of the PWC National practice dedicated to the needs of high net worth individuals and corporate executives. As a member of the wealth transfer solutions team, and as the regional leader for the family offices services network he provides asistance in the areas of wealth transfer planning, income tax preparation and planning, retirement planning and financial plannning. He has significant individual, estate and trust tax compliance and tax planning experience and works extensively with high net worth individuals and family groups.
Marks clients include C-Suite executives at Fortune 500 companies as well as individuals listed on the Forbes 500 of wealthiest Americans. Mark is the enagement partner on the firms larghest high net worth family client. His services to this family include consultations on a wide varierty of income and estate planning strategies, as wel las the administration of the tax compliance services for the family’s complex entity structure. Services are provided to four generations of family members, multiple dynastic trusts for their benefit, family charitable foundations, and closely held entities holding family assets and business ventures
Coopers & Lybrand
Richmond, Virginia, USA
Tax Manager
Consulting Firm
1987 - 1997
Tax Manager with predecessor firm to PWC with a focus on family businesses and high net worth families.
Martin, Dolan & Holton
Richmond, Virginia, USA
Manager, Personal Financial Planning
Consulting Firm
As the personal financial planning coordinator for a well-respected local CPA firm in the area that served high net worth physicians, business owners and corporate executives.
Wheat First Securities
Richmond, Virginia, USA
Assistant VP/ Financial Planning
Consulting Firm
Responsible technical resource to the broker network on individual taxation and personal financial planning.
KPMG
Richmond, Virginia, USA
Staff Accountant
Consulting Firm
Please Describe Your Current Role...

Education

BS, Accounting, Commerce
University of Virginia
Charlottesville, Virginia, United States
MS, Divinity
Southwestern Baptist Theological Seminary
Fort Worth, Texas, United States
MS, Theology
University of Oxford
Oxford, England, United Kingdom

Professional Certifications

Certified Public Accountant
Active
Certified Financial Planner (CFP)
Active

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