Mark Hannon
Director, Tax Services, Private Clients Group
Introduction
My focus
With over two decades of experience, I have established myself as a trusted advisor for high net worth individuals while providing expert guidance in the complex realm of trust taxation. I am focused on operational excellence and ensuring a seamless experience for our clients.
Looking ahead
As the baby boomer generation ages, there is a significant transfer of wealth to younger generations. This trend has increased the need for sophisticated estate planning and strategies to minimize estate and gift taxes. Trusts, wealth management services, and charitable giving strategies are becoming more prevalent.
Education
Bryant University Graduate School of Business, M.S., Taxation
Bryant College, B.S., Business Administration