2024 CBIZ/Holland & Knight Nashville Year-End Tax Forum
Nashville, TN
Andrew Clark is a tax partner in the Firm’s Boston, Massachusetts office. He is a co-regional leader of Private Client Services in New England focusing on the Marcum Family Wealth Services and Trust & Estates practice groups.
Andrew specializes in advising large, multi-generational families, including their individual, fiduciary, partnership, and estate returns. He works with clients on developing tax efficient, proactive strategies to achieve their goals while ensuring federal, state, and international tax compliance. In addition, he focuses on advising “ex-pats” and U.S. non-resident clients, as well as c-suite level executives and company founders, on tax and estate planning related to executive compensation and qualified small business stock.