Mark Vorsatz, current CEO of WTAS, 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 with an international professional services firm, where he served on the firmwide Family Wealth Planning Team and led the firm’s Private Client Service Group in San Francisco. He also served for several years as Managing Partner and Tax Division Head of the firm’s San Jose office.

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, DC.

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.

Mark is co-author of two treatises: Income Taxation of Fiduciaries and Beneficiaries and Tax Economics of Charitable Giving. He also is co-editor of the newsletter, Family Business Advisor. He has conducted numerous seminars on family business consulting and business disposition strategies and has written articles for The Tax Advisor, Taxation for Lawyers, Taxation for Accountants, and other prominent tax publications.