Back to BIDaWIZ Experts


  • Currently /5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5




Accomplished attorney with an accounting degree and strong background in real estate, taxation, contracts, and business transactions.

Professional Licenses
Member of Montana State Bar - Montana Admitted to Tax Court

21 Years of Work Experience


Montana State University - Bachelor of Science in Business & Accounting; University of Montana School of Law - Juris Doctorate (JD)

Question answered by Mark

Does an irrevocable trust get a step up in basis upon the death of the grantor?... read on

I am about to receive a large settlement from a lawsuit. The suit was for monies owed by one corporation to my corporation.... read on

My client passed away and left his money outright to his grandson, who is 19 years old. His parents want to put... read on

I work for the Military sealift command as a civilian. I have not lived in any state for 6 years since I... read on

My client has a trust where the grantor has passed away. What are the procedures to implement a new trust for the... read on

My client is the beneficiary of a QTIP trust. When she takes income from the trust, is this taxed at her ordinary... read on

My client is thinking of setting up a Charitable Remainder Trust. How can he do that? Can you explain the tiered... read on

My client had a JTWROS with her Mother. Her Mother has just died. Does she get a step up in basis?... read on

My client has declared bankruptcy. He has been told by a friend - an attorney - that he should now put his... read on

How does a non needy grant effect my income for tax purposes? This is for a grand daughter I am raising.... read on

Tax Question?

Get Expert answers to your tax and finance questions.

Back to Top