Mark E. Larson, Jr.. Email & Phone Number

Since its formation in 1986, I have been a principal for this financial service firm that provides a broad range of pension, leasing, and investment education services through its affiliations; In the 1980's, my activities with WFS centered on tax compliance services, public finance advisory projects, and the funding and managing of tax-sheltered syndications primarily for healthcare and R&D ventures. In recent years my involvements have focused on implementing and monitoring retirement plans & other employer-sponsored benefit programs for tax-exempt organizations. As a compliment to this practice, I serve as the Academic Director of the UFG Institute for Professional Education at Marquette University.

For the past two decades, I have maintained a transactional law practice as a partner or counsel with this firm or former firms in Illinois and Texas. My clients have typically been companies in the healthcare, energy, transportation, financial services, and biotechnology fields. My practice is focused on corporate finance, taxation, employee benefits and estate planning with an emphasis on asset based financing; health care regulation; public & private offerings; commercial workouts; partnership, s-corporation & LLC issues; franchising; securities & tax disputes and controversies. Most recently, I have been involved with efforts to (i) obtain Certificates of Need in various states for users of high-tech medical imaging equipment, (ii) assist multinational concerns with their tax planning (iii) assist U.S. companies with reporting matters for initial and ongoing SEC filings, (iv) assist groups with private funding arrangements, (v) assist insurance companies in the revision of their prototype retirement plans, (vi) arbitrate contract disputes involving accounting, securities, and managed care issues, (vii) negotiate and draft healthcare financing programs, and (viii) complete various tax analysis projects involving R&D credits, E&P studies, ESOP valuations, and Section 483 transfer pricing determinations.

My instructional responsibilities involved courses in estate planning and international taxation for the MST Program at the University of Minnesota Graduate School of Business. While teaching at the University, I also practiced as a tax counsel with the Minneapolis law firm of Lindquist & Vennum. My work with the firm involved transactional issues focused on taxation; public finance; exempt organizations; employee benefits; commercial bankruptcies; leveraged buy outs; venture capital, and securities offerings.

After serving in the military, I joined the Manhattan office of this international accounting and consulting firm as an auditor. My experience involved audits; SEC matters; anti-inflation programs; as well as tax planning and compliance for individuals, public utilities, and corporations in the securities, manufacturing, transportation, and petrochemical fields. Following a two-year leave of absence to complete my LLM, I was assigned to the firm's Chicago office as a tax consultant where I was responsible for coordinating and directing international tax services in the Midwest Region. In this capacity, I supervised a staff of professionals that dealt with ruling requests; IRS examinations; financial operation surveys; mergers and acquisitions; ESOPs; estates and trusts; taxation of foreign entities, U.S. aliens, and U.S. expatriates; DISCs; income tax treaties; and controlled foreign corporations. At various times, I also had office responsibilities for tax recruitment, tax training, and computer- assisted tax research programs.

Llm - Taxation

Writing Seminar Program - published thesis, "Customer Contributions to Utilities Continue to Create Income Problems," Journal of Taxation.

Jd: Law

Senior Research Program - published thesis, "Blood Test Exclusion Procedures in Paternity Litigation, " Journal of Family Law, 13.

Degree: Bs, Accounting