Thu, January 3, 2013
Partner, Personal Financial Services, PwC
Mark Nash is a partner in the Personal Financial Services (PFS) practice of PwC serving the State of Florida. PFS is a national practice dedicated to the needs of high net worth individuals, corporate executives and family business owners, providing assistance in the areas of wealth transfer planning, income tax preparation and planning, retirement planning, and financial planning.
Mark has significant individual, estate and trust tax compliance and tax planning experience and works extensively with high net worth individuals and family groups, closely held businesses, and corporate executives. His clients include "C-suite" executives at Fortune 500 companies as well as individuals on the Forbes list of wealthiest Americans. Mark serves as the engagement partner on the Firm’s largest high net worth family client. His services to this family include consultations on a wide variety of income and estate planning strategies, as well as 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.
Mark is a frequent speaker on individual, estate and gift tax matters at internal PwC training sessions and to the general public. He has been quoted in the national media by the Wall Street Journal, USA Today, New York Times, CNN Money, AARP, Marketwatch, Yahoo! Finance, Fortune Small Business, BusinessWeek.com, Bloomberg, Barrons and Biz Radio. Mark is a contributing editor to PwC's Guide to Tax and Wealth Management, and served as an editor of PPC's Guide to Practical Estate Planning and PPC's 706/709 Deskbook until 2016. He has served on the AICPA Tax Section's Trust, Estate & Gift Tax Technical Resource Panel, the Texas Society of CPAs Federal Tax Policy Committee, and the Fort Worth Chapter TSCPAs Public Affairs Committee.
Mark holds a B.S. in Commerce from the University of Virginia, and Masters degrees from Southwestern Baptist Theological Seminary and Oxford University. He is licensed as a CPA in Virginia, Texas and Florida. Mark is also a Certified Financial Planner certificant and holds the AICPA Personal Financial Specialist credential.