Mark
McGaunn is a Certified Public Accountant (CPA), a
CERTIFIED FINANCIAL PLANNER (CFP™), and one of 3,000 U.S. CPAs
awarded the Personal Financial Specialist (PFS) designation. He
graduated cum laude from the University of Massachusetts at
Amherst and attends Northeastern University’s Masters Degree in
Taxation program.
Mark providesTax and
Business Consulting, Personal Financial Planning, and Investment
Counsel to veterinarians, physicians, franchise owners, attorneys,
and corporate executives. He is also the creator of the Veterinarian Global Wealth
Design™, a fully
integrated system to maximize practice value and coordinate
personal wealth through teamwork, innovative strategies, and the
integration of specialty disciplines.
Mark’s interests lie
in the following practice areas:
- Veterinary Practice
Management Consulting
- Tax
Planning & Preparation
- Risk
Management Issues (Life, Disability, Property, Umbrella &
Malpractice Insurance)
- Identification of
Business Continuity/ Transition Issues
- Coordination of
Financial Indebtedness
| ·
Global
Asset Allocation Planning ·
Charitable Planning
Tools ·
Retirement Planning
Projections ·
Estate
Planning Opportunities ·
Family
Gifting Strategies ·
Family
Educational Strategies |
Mr.
McGaunn is a member of the American Animal Hospital
Association (AAHA), the Association of Veterinary Practice
Management Consultants and Advisors (AVPMCA), the Certified
Financial Planner Board of Standards, The American Institute of
CPAs, the Massachusetts Society of CPAs, and the Financial Planning
Association.
