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  • IRC WealthCast 040: State and Local Tax Benefits with Mark Fishman

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    Name your three least favorite appointments?


    1) Dentist?  2) Doctor?  3) Accountant?

    Well, if you picked #3 then you’ll benefit from this conversation with my guest, Mark Fishman, a not-so-typical accountant. I found our conversation to be very engaging as he discussed:

    • “People think Federal, Federal, Federal.” Get some insight from Mark on the importance of understanding the what and the how of state and local tax benefits.
    • Training your employees has advantages beyond making them smarter at something in your business. There are really viable and easy ways to help your business and they are right in front of you at the pleasure of your state tax codes.

    “I don’t know why people think we are boring.” Listen in and see why Mark is not your typical accountant, and how his areas of expertise and interests are key to the themes he discusses with me in this episode of IRC Wealthcast.

    ~ Joe Schum, host of IRC WealthCast

    Tune in and learn from the expert.

    mark fishman and joe schum benefits of state and local tax credits



    Mark Fishman, CPA, has a Master’s in Taxation and years of experience in public accounting. In 2005, he joined Cain & David as a Partner where his areas of practice include manufacturing, technology, telecommunications, distribution, entertainers and athletes, and services companies. He is also in charge of the firm’s state and local tax practice (SALT) with a specialty in multi-state tax planning, tax credits, nexus requirements, sales tax and ad valorem tax issues.

    Mark has spoken multiple times for Lorman Industries and has had several articles published in the Tax Advisor. He is currently an adjunct professor at Oglethorpe University.


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    IRC WealthCast 040: State and Local Tax Benefits with Mark Fishman

    by IRC Wealth time to read: 2 min