Chattanooga Area
Certified Public Accountant
Practicing in the areas of:
  • Individual Taxation and Planning
  • Business Taxation, Planning and Consulting
  • Exempt Organization Return Preparation, Planning and Consulting
  • Estate, Gift and Trust Taxation, Planning and Consulting
  • HealthCare Consulting
  • ElderCare Planning and Consulting Services
  • General Business Consulting

With over 44 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 estate, gift and income tax laws differ from state to state. Estate planning commenced in another state before moving to Tennessee or to another state could run counter to your intended planning. Additionally, most other states tend to follow federal guidelines and filing requirements for estate and gift tax purposes; however, the divergent income tax ramifications for each state could be contradicting your present planning. Mark Estabrook can offer you the planning advice of a local professional who has successfully protected estate wealth in Tennessee for more than 44 years.

Business Consulting:
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 44 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.

Professional Certifications:
  • 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
    Accredited Estate Planner
Professional Memberships:

Expert Testimony:
Providing Expert Testimony in Various HealthCare Physician Practice Valuation Issues.

Other Services:
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.

  

 

 

 

 

 

Contact Mark D. Estabrook, CPA, P.C.
for a FREE in-person consultation