Certified Public Accountant
Practicing in the areas of:
With over 38 years of Combined Public Accounting and Business experience, Mark Estabrook, CPA, CGMA, ChFC, PFS, AEP®, is a knowledgeable resource and learned tax counsel for Tennessee estate and gift planning, individual, fiduciary and business taxation and planning as well as providing eldercare, healthcare and general business consulting.
Estate and Gift Tax Planning and Preparation:
The primary goal for estate planning is to provide for your family upon your passing while, secondarily, saving (or preventing) as much estate and gift tax in that process towards passing the greatest bulk of your estate’s assets to your family (beneficiaries). Mark works alongside your attorney, investment and insurance advisors in the development of a viable estate /gift plan towards your attorney’s preparation of the necessary will, trust, powers of attorney and related documents to accomplish your goals for the welfare of your family. Other important goals in that process include providing for and appointing guardians for minor children, family members with disabilities and planning for the possibility of future incapacity.
Many people retiring in Tennessee are unaware of how different Tennessee estate and income tax laws are from other states. Additionally, most other states tend to follow federal guidelines and filing requirements. Tennessee’s estate and income tax laws are quite unique. Mark Estabrook can offer you the planning advice of a local professional who has successfully protected estate wealth in Tennessee for more than 38 years.
Through the analysis of appropriate business modeling and its plan development, Mark Estabrook can assist, through many avenues, towards improving your business operations and financial performance. Through “One on One” and business Team Strategic Planning, Mark Estabrook can guide you towards reaching your personal/business/financial goals.
Tax Planning and Preparation:
As the US income tax laws are so complicated, it is often good judgment and “peace of mind” to seek a competent tax consultation and advice for successful planning in assembling/creating tax savings opportunities as well as the preparation of your individual, fiduciary, gift, exempt organization, (Estate) and/or other business related tax returns. Mark Estabrook, CPA, CGMA, ChFC, PFS, AEP®, has over 38 years experience with helping individuals and business organizations successfully plan and prepare their tax returns, taking full advantage of the latest tax law changes and tax savings opportunities.
- Certified Public Accountant (CPA), 1980 , Licensed in Tennessee
- AICPA Designation as a CPA/PFS – Personal Financial Specialist, 1996
- Society of Financial Service Professionals Designation as a ChFC – Chartered Financial Consultant, 1987
- Chartered Institute of Management Accountants (CIMA) designation as a Chartered Global Management Accountant (CGMA), 2012
- Accredited Estate Planner® (AEP®), 2016
- American Institute of Certified Public Accountants (AICPA) – May, 1980 to Present
- Tennessee Society of Certified Public Accountants (TSCPA) – May, 1980 to Present
- Medical Group Management Association (MGMA) – September, 1995 to Present
- Society of Financial Service Professionals (Society of FSP) – October, 1987 to Present
Providing Expert Testimony in Various HealthCare Physician Practice Valuation Issues.
Extensive background in ElderCare - Administrative and Financial Support Services for the Elderly and the Disabled, Fiduciary Relationship Administration including Attorney-In-Fact and Trusteeship Fiduciary Services.
Taxpayers can access the calculator at TotalTaxInsights and enter minimal information to get started. The calculator then delivers a comprehensive view of one’s estimated annual tax obligation and a number of key insights, including increased awareness of the need for financial planning. The Total Tax Insights calculator provides an approximation – not an exact amount – of what users pay in taxes. It is not a tax preparation tool or a substitute for the expert tax and financial advice of a CPA.
Contact Mark D. Estabrook, CPA, P.C.
for a FREE in-person consultation