Mark Heroux, principal in the tax services group at Baker Tilly joined the firm in 2008. He has more than 30 years of tax experience working with tax-exempt organizations. Mark leads the tax-exempt practice for Chicago and Milwaukee.
- Provides advice on tax-exempt entity formation, operations, financing and section 509(a) supporting organizations
- Provides advice on endowments, private foundations, unrelated business activities, alternative investments, private inurement, governance, transfer of assets from tax-exempt to taxable related entities, conflicts created by officers and directors serving tax-exempt and taxable related entities, and many other issues that confront tax-exempt organizations
- Provides advice and representation on federal and state examinations of tax-exempt entities
- Practice leader in alternative dispute resolution, including arbitration and mediation
- Advises clients on state and federal entity taxation with an emphasis on risk management, ASC 740 planning and compliance, FAS 109 determinations, and other reporting and disclosure issues
- Chicago Tax Club
- American Bar Association, Tax Section
- Illinois CPA Society
Location
Chicago, IL
Education
Juris Doctor
University of New Hampshire (Concord, New Hampshire)
Bachelor of Arts
Colby College (Waterville, Maine)