Mark Opdahl, CPA, CFP, Tax Services Principal

Prior to joining LGT in 2006, Mark received a Bachelor’s degree from Texas Tech University, the nation’s most prestigious financial planning program. Mark was awarded the Certified Financial Planner® designation in 2003, and he gained valuable experience working as a personal financial analyst for Carter Advisory Services. Through a coordinated use of tax, investment, and estate planning tools, he analyzed a client’s current financial position and made recommends to help them achieve their life goals. Today, as a senior tax accountant, Mark devotes a significant portion of his time working with clients in various industries including construction, real estate, and not-for-profit. He received his Certified Public Accountant designation in 2009.

Recent Posts

Succession planning: Look at things from a surety’s perspective

A well-designed succession plan is critical to the long-term survival of a construction business. In developing one, it’s important to consider the objectives and needs of your company’s owners as well as their family members. But it’s equally important to examine your plan from the perspective of your surety.

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Topics: Real Estate, Accounting Tips, Tax, Construction