Mark Gronke

Mark Gronke Email and Phone Number

Tax Professional @ Perotti & Carrade, CPAs
Mark Gronke's Location
San Francisco, California, United States, United States
Mark Gronke's Contact Details

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About Mark Gronke

A creative and highly motivated individual possessing diversified and exceptional leadership skills; maintains a strong work ethic and integrity; results-orientated with demonstrated success in developing and implementing innovative tax strategies, negotiating tax settlements, and insuring client satisfaction with his special ability of blending his tax knowledge with his financial and legal experience. Works independently yet coordinates within a team atmosphere. Over 32 years of tax experience.Specialties: I am experienced in tax compliance and provision work for S & C corporations, partnerships, non profits, trusts and estates. I have negotiated hundreds of offer in compromises and installment agreements. I am experienced in multi-state and federal tax return preparation for industries such as real estate, equipment leasing, service industries such as law firms and architects. My top 3 strengths are in pass-through entities, Real Estate partnerships and REITS, as well as tax audit negotiations.

Mark Gronke's Current Company Details
Perotti & Carrade, CPAs

Perotti & Carrade, Cpas

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Tax Professional
Mark Gronke Work Experience Details
  • Perotti & Carrade, Cpas
    Senior Tax Manager
    Perotti & Carrade, Cpas Dec 2021 - Present
    San Rafael, California, Us
    Tax Compliance & Research:• Research, analyze, draft technical memorandum and make appropriate recommendations on complex tax issues.• Review tax returns & all supporting tax work papers for partnerships, corporations, estates, trusts, non- profit organizations and high net worth individuals.• Analyze tax projections & operating plans.• Responsible for the reporting and payment of taxes with the goal of minimizing the taxpayer’s overall tax liability while ensuring full compliance with all jurisdiction tax laws.• Extensive multi-state tax filing experience• Review foreign reporting requirements such as FinCen & FBAR by preparing & filing Forms 114 (Report of Foreign Bank & Financial Accounts), 8938 (Stmt of Specified Foreign Financial Assets) and 5471 (Information Return of U.S. Persons With Respect to Certain Foreign Corporations).High Net Worth Individuals, Entrepreneurs, Family Groups, and Estates & Trusts:• Structure business & financial transactions and implement strategies to minimize the tax burden. for high net worth individuals, entrepreneurs, sophisticated clients and their family groups.• Review charitable remainder trusts.
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  • Bakeravenue Wealth Management
    Tax Manager
    Bakeravenue Wealth Management Jan 2022 - Jan 2023
    San Francisco, Ca, Us
    Tax Compliance & Research:• Research, analyze, draft technical memorandum and make appropriate recommendations on complex tax issues.• Prepare and review tax returns & all supporting tax work papers for partnerships, corporations, estates, trusts, non- profit organizations and high net worth individuals.• Prepare & analyze tax projections & operating plans.• Responsible for the reporting and payment of taxes with the goal of minimizing the taxpayer’s overall tax liability while ensuring full compliance with all jurisdiction tax laws.• Extensive multi-state tax filing experience. Utilizing sophisticated allocation strategies to minimize overall state tax liabilities.• Complying with foreign reporting requirements such as FinCen & FBAR by preparing & filing Forms 114 (Report of Foreign Bank & Financial Accounts), 8938 (Stmt of Specified Foreign Financial Assets) and 5471 (Information Return of U.S. Persons With Respect to Certain Foreign Corporations).• Manage and negotiate favorable federal and state tax audits. • Interfacing with tax authorities in response to tax notices and to negotiate penalty abatements.High Net Worth Individuals, Entrepreneurs, Family Groups, and Estates & Trusts:• Structure business & financial transactions and implement strategies to minimize the tax burden. for high net worth individuals, entrepreneurs, sophisticated clients and their family groups.• Assisting high net worth individuals and sophisticated clients with the formation of trusts and the creation of comprehensive estate tax plans for themselves and their family groups.• Planning amount and timing of charitable contributions to meet both tax (estate & income) and philanthropic objectives, often taking advantage of charitable remainder trusts, charitable lead trusts and donor advised funds.
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  • Mark E. Gronke, Cpa
    Cpa Tax Consultant
    Mark E. Gronke, Cpa 2001 - Dec 2021
    Tax Compliance & Research:• Prepare & review tax returns & all supporting tax work papers for partnerships, corporations, estates, trusts, non- profit organizations and high net worth individualsNon-Profit Organizations, Public Charities & Private Foundations:• Structuring & applying for Non-Profit status both federal (form 1023) and California (form 3500)• Government (federal, state & county) and Private & public foundation grant writing• Performance audits to insure compliance with grant contracts• Preparation of annual IRS (form 990) and California (form 199) information filings• Operational audits to document compliance with all federal & state statutes to ensure continued classification as a non-profit• Determination & calculation of unrelated business taxable income (UBTI)Tax Negotiations & Tax Audits:• Successfully negotiated hundreds of Offer-In-Compromise settlements in numerous IRS districts nationwide• Obtained state & federal tax lien and wage levy releases• Manage & negotiate favorable federal & state tax audits• Filed back tax returns for non-filers going back as far as 20 yearsLitigation Support & Expert Testimony:• Plan and manage engagements for a variety of litigation support, forensic accounting and expert testimony engagements involving complex business disputes & entity dissolutions• Direct and assist in the performance of financial analysis and forensic investigation• Build complex models to analyze economic and financial data• Review and summarize client documents, analyst reports and third party financial & industry data• Create and develop research summaries, expert reports, and presentation of findings• Perform loss profit calculations to determine damages in business interruption claims• Resolve property settlements for marital dissolutions by applying community property rules and utilizing separate property tracing techniques• Determine spousal and child support payments necessary for marital dissolutions
  • Jerrold Gold & Company
    Tax Cpa
    Jerrold Gold & Company 1998 - 2001
    Tax Compliance & Research:• Prepare and review tax returns & all supporting tax work papers for partnerships, corporations, estates, trusts, non- profit organizations and high net worth individualsHigh Net Worth Individuals, Entrepreneurs, Family Groups & Business Formation:• Structure newly created partnerships, LLC’s and closely held corporations• Assisting high net worth entrepreneurs and sophisticated clients involving real estate transactions (such as section 1031 exchanges), business incorporations, structuring partnership agreements, forming trusts and creating estate tax plans• Performed the tax planning and research regarding corporate acquisitions & dispositions.• Capitalization of a new venture through “crowdfunding”, grants, various debt instruments, venture capital, varying equity instruments and IPO’sEstates, Trusts, and Business Succession & Business Valuation:• Compile a comprehensive estate plan for high net worth individuals and their family groups• Perform business valuations and create valuation reports to document the gifting of business interests with the objective of transferring family businesses to successor generationsInternational & Foreign Tax:• Analyze intercompany pricing & transactions for compliance with US & foreign transfer pricing requirements and prepare required documentary support under section 482• File foreign tax returns in such countries as Germany, the UK and Japan• Plan and file tax returns for international and global corporations involving extensive calculations of foreign tax creditsInternal Control Evaluation, Fraud Detection & Theft Prevention:• Manage the Sarbanes-Oxley Section (SOX) 404 tax compliance requirements through strong internal controls• Perform fraud investigations with the objective of preventing, detecting and deterring fraud and the misappropriation of assets• Preparation of fraud reports and the management of evidence in preparation for criminal prosecution
  • C & G Business Consultants
    Director Of Operations
    C & G Business Consultants 1988 - 1998
    Tax Compliance & Research:• Prepare and review tax returns & all supporting tax work papers for partnerships, corporations, estates, trusts, non- profit organizations and high net worth individualsHigh Net Worth Individuals, Entrepreneurs, Family Groups & Business Formation:• Assisting high net worth entrepreneurs and sophisticated clients involving real estate transactions (such as section 1031 exchanges), business incorporations, structuring partnership agreements, forming trusts and creating estate tax plansEstates, Trusts, and Business Succession & Business Valuation:• Compile a comprehensive estate plan for high net worth individuals and their family groups• Creation and use of trusts to minimize both income and estate taxesTax Negotiations & Tax Audits:• Successfully negotiated hundreds of Offer-In-Compromise settlements in numerous IRS districts nationwide• Obtained state and federal tax lien and wage levy releases• Manage and negotiate favorable federal and state tax audits• Negotiate installment arrangement or qualify clients for a hardship status (“53”) with IRS-ACSLitigation Support & Expert Testimony:• Plan and manage engagements for a variety of litigation support, forensic accounting and expert testimony engagements involving complex business disputes & entity dissolutions• Direct and assist in the performance of financial analysis and forensic investigation• Build complex models to analyze economic and financial data• Review and summarize client documents, analyst reports and third party financial & industry data• Create and develop research summaries, expert reports, and presentation of findings• Perform loss profit calculations to determine damages in business interruption claims• Resolve property settlements for marital dissolutions by applying community property rules and utilizing separate property tracing techniques• Resolve contract disputes• Qualified as an expert in San Francisco County Superior Court
  • Equitec Financial Group, Inc.
    Tax Director
    Equitec Financial Group, Inc. 1986 - 1988
    Tax Compliance & Research:• Research, analyze, draft technical memorandum and make appropriate recommendations on complex tax issues involving partnerships, corporations and high net worth individuals• Develop and implement strategies to minimize the organization’s tax burden while also minimizing the cost of compliance• Prepare and review tax returns & all supporting tax work papers for partnerships and corporations• Prepare & analyze tax projections & operating plans for partnerships and corporations• Supervised the federal and state tax compliance for the company’s consolidated group, including 13 corporate entities and 65 limited partnerships. Both the partnerships and corporations filed in all 50 states. The total number of filings required approximated 520 tax returns annually• Responsible for the reporting, collection, and payment of taxes with the goal of minimizing the organization’s overall tax liability while ensuring full compliance with all jurisdiction tax laws• Supervised filing of personal property tax returns, annual reports and sales & use tax returns throughout the country• Extensive multi-state tax filing experience. Utilizing allocation strategies to minimize overall state tax liabilitiesSyndication & Real Estate Transactions:• Structured and wrote partnership agreements• Created and structured real estate partnership investments• Wrote and reviewed partnership agreements, prospectuses and private placement memorandums (PPMs)SEC Tax Reporting, Disclosures, Attestation Services & Deferred Taxes:• Calculate current & deferred tax provisions under FASB ASC 740 (formerly FAS 109), including the determination of the effective tax rate, the analysis of deferred tax asset & deferred liability accounts, and maintenance of tax reserves• Tracking of permanent & timing differences and valuation allowances against deferred tax assets• Draft tax footnotes & related disclosures for 10K’s, 10Q’s and annual reports
  • Liberty Real Estate Corporation
    Tax Manager
    Liberty Real Estate Corporation 1985 - 1986
    Tax Compliance & Research:• Research, analyze, draft technical memorandum and make appropriate recommendations on complex tax issues involving partnerships and high net worth individuals• Develop and implement strategies to maximize losses for partners• Prepare and review tax returns & all supporting tax work papers for partnerships• Prepare & analyze tax projections & operating plans for partnerships• Supervised the federal and state tax compliance for the company’s limited partnerships. All the partnerships required multi-state filings.• Responsible for ensuring full compliance with all jurisdiction tax laws• Extensive multi-state tax filing experience
  • Alexander Grant & Company (Now Known As Grant Thornton International)
    Senior Tax Consultant
    Alexander Grant & Company (Now Known As Grant Thornton International) 1983 - 1985
    Tax Compliance & Research:• Research, analyze, draft technical memorandum and make appropriate recommendations on complex tax issues involving partnerships, corporations, estates, trusts, non-profit organizations and high net worth individuals• Develop and implement strategies to minimize the organization’s tax burden while also minimizing the cost of compliance.• Prepare and review tax returns & all supporting tax work papers for partnerships, corporations, estates, trusts, non- profit organizations and high net worth individuals• Prepare & analyze tax projections for partnerships, corporations, estates, trusts, non-profit organizations and high net worth individualsHigh Net Worth Individuals, Entrepreneurs, Family Groups & Business Formation:• Structure newly created partnerships, LLC’s and closely held corporations• Structure business and financial transactions for high net worth individuals, entrepreneurs, sophisticated clients and their family groups• Assisting high net worth entrepreneurs and sophisticated clients involving real estate transactions (such as section 1031 exchanges), business incorporations, structuring partnership agreements, forming trusts and creating estate tax plans• Assisting high net worth individuals and sophisticated clients in structuring financial and business transactionsEstates, Trusts, and Business Succession & Business Valuation:• Compile a comprehensive estate plan for high net worth individuals and their family groups• Creation and use of trusts to minimize both income and estate taxes• Perform business valuations and create valuation reports to document the gifting of business interests with the objective of transferring family businesses to successor generations.
  • Inland Steel Company
    Tax Consultant
    Inland Steel Company 1981 - 1983
    Tax Compliance & Research:• Research, analyze, draft technical memorandum and make appropriate recommendations on complex tax issues for corporations• Develop and implement strategies to minimize the organization’s tax burden while also minimizing the cost of compliance• Prepare and review tax returns & all supporting tax work papers for corporations• Prepare & analyze tax projections & operating plans for corporations• Manage and negotiate favorable federal and state tax audits

Mark Gronke Skills

Returns Goldengate Transferring Sec Tax Audits Litigation Consulting Allowances Charities Financial Data Statistical Sampling Payments Draft Sales Community Expert Reports Cost Annual Reviews Evolution Finance Access Control Structure Syndications San Business Administration Work Ethic Real Estate Dispositions Repertoire Temporary Placement Expert Witness Trusts Legal Liability Fas 5 Dispute Resolution Third Party Japan Organizational Structure Disclosures Tax Preparation Real Estate Transactions Management Documentaries General Ledger Science Security Child Support Clerical Crm Ria Presentation Of Findings Financial Structuring Resolve Business Disputes Rules Loan Servicing Auditing Wineries Wage Monitors Quicken Boston Accounting Fin 48 International Tax Profit Valuation Settlement Prosystems Foundation Customer Satisfaction Timing Bloomberg 10k Crowdfunding Sage Act Steel Reports Asset Allocation County Engagements Account Reconciliation Financial Accounting Strategies Cash Flow Forecasting Capitalization Sophisticated Acquisitions Corporations Microsoft Excel Property Nonprofits New Business Development Forensic Analysis Criminal Law Property Tax Calculations Investment Companies Prosecution Research System Monitoring Accounting Standards Reporting Estate Law Precision Engineering 1031 Exchanges Reit Grant Writing Venture Capital Chicago Controller Analysis Partnerships Liberty Fraud Investigations Like Kind Exchanges Fraud Detection .net Uk Corporation Tax Cch Cpa Proseries Income Tax Reserves Jurisdiction Litigation Support C Retail Debt Damages Business Interruption Claims Negotiation Evidence Vast Federal Acquisition Regulation Active Operations Summaries Corporate Tax Lacerte Forming Business Valuation Statutes Array Social Influence Deadline Orientated Gaap 10q Quickbooks Succession Planning Sarbanes Oxley Act Tax Accounting Donor Advised Funds Contractual Agreements Engagement Expired Billings Results Orientated Ipo Ultra Brokers Income Ethology Pricing Country Theft Prevention Responsibility Internal Audit Manage Multiple Leasing Policies And Procedures Regulations Client Work Distribution International Not For Profit Germany Classification Google Groups Executive Management Atmosphere Tax Planning Irs Civic Structured Finance Intercompany Interfaces Tax Forms Reviews Spreadsheets Gold Government Grants Investments Taxations Business Formation Fasb Exercising Software Tax Compliance Financial Services Ppms Compliance Equities San Francisco Annual Reports Microsoft Word Aptitude High Net Worth Individuals Forensic Accounting Compromise Rate Qualify Manufacturing Asset Internal Controls Blending Tracing Financial Analysis Dissolutions Fraud Fairfax Service Companies Work Independently Arranging Budgets Financial Transactions Private Foundations Financial Reporting Ecology Business Transactions Filing Summarize Tax Returns Conceptual Modeling Liabilities Ford S Corporations Evaluation Lotus Series 7 Coordinate Dealers

Mark Gronke Education Details

  • Golden Gate University
    Golden Gate University
    Law Of Taxation
  • Depaul University
    Depaul University
    Finance
  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Ecology & Evolution

Frequently Asked Questions about Mark Gronke

What company does Mark Gronke work for?

Mark Gronke works for Perotti & Carrade, Cpas

What is Mark Gronke's role at the current company?

Mark Gronke's current role is Tax Professional.

What is Mark Gronke's email address?

Mark Gronke's email address is ma****@****ail.com

What is Mark Gronke's direct phone number?

Mark Gronke's direct phone number is +141530*****

What schools did Mark Gronke attend?

Mark Gronke attended Golden Gate University, Depaul University, University Of Illinois Urbana-Champaign.

What skills is Mark Gronke known for?

Mark Gronke has skills like Returns, Goldengate, Transferring, Sec, Tax Audits, Litigation, Consulting, Allowances, Charities, Financial Data, Statistical Sampling, Payments.

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