Mark specializes in business owner planning, key employee benefit plans, and business protection planning. He consults on plan design, tax, and legal issues and is also called upon as a technical resource for members of Congress on tax issues related to key employee benefits, business succession planning, and life insurance. Prior to joining Principal, Mark represented clients in tax, probate, estate planning, and business planning matters. He has also served on ACLI Federal Taxation – Products Committee, Life Insurance Taxation Committee, LUTC Advanced Business Planning Committee, and LIMRA Advanced Sales Committee.