Mark Heroux

Tax Principal
Tortola
Taxation and payroll , Taxation and K1 assistance

Mark Heroux, principal in the tax services group at Baker Tilly Virchow Krause, LLP, 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. 

Experience

  • 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

Involvement

  • Chicago Tax Club
  • American Bar Association, Tax Section
  • Illinois CPA Society

Education

  • University of New Hampshire (Concord, New Hampshire)
    Juris Doctor

     

  • Colby College (Waterville, Maine)
    Bachelor of Arts

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