Press Room

September 10, 2013

Vorsatz to Speak at Hawaii Tax Institute

The 50th Annual Hawaii Tax Institute serves as a forum where tax and financial oriented people may freely exchange ideas on practical problems. This program is designed for attorneys, accountants, financial planners, bank and trust administrators, insurance agents and others who would benefit from high quality continuing education. 

Mark Vorsatz will present Where Income Tax and Estate Tax Planning Exponentialize – Qualified Small Business Stock and Related Tax Issues focusing on one of the most exciting and growing areas of wealth transfer planning. Learn from one of the country’s leading experts about the income tax benefits of acquiring Qualified Small Business Stock and how to exponentialize the benefits in various wealth transfer strategies.

The 50th Annual Hawaii Tax Institute takes place at the Hilton Hawiian Village Waikiki Beach Resort from October 28-31, 2013. Mark’s presentation is on Wednesday, October 28th at 10:30AM.

Mark Vorsatz is Managing Director and Co-Founder of WTAS and has served as the Chief Executive Officer since the firm's inception in 2002. Mark works exclusively with individuals in the design and implementation of customized income tax and estate planning solutions. His client base is limited to founders and/or substantial shareholders of public companies, owners of closely held businesses, and high net worth family groups. He focuses on preserving wealth for multi-generational families.

Mark has over 30 years of experience in tax practice. Before joining WTAS, he was a Tax Partner at Arthur Andersen from 1987 to 2002. Mark served on the firm-wide Family Wealth Planning Team from 1982 to 2002 and led the firm's Private Client Service Group in San Francisco. He also served as Managing Partner and Tax Division Head of Arthur Andersen's San Jose office from 1990 to 1994.

In addition to his undergraduate and law studies, Mark attended a specialized law program at the University of Kent in Canterbury, England and an executive program at the Brookings Institution in Washington, D.C. Mark has served as Chair of the Estate, Gift, and Trust Tax Committee of the American Institute of CPAs, and is a member of the Tax Section of the American Bar Association. He has lectured extensively on estate planning and has taught estate planning in the graduate tax program at Golden Gate University. He regularly lectures at Hastings College of the Law in San Francisco.

October 30, 2013
Honolulu, HI

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