Marco earned B.A. degree in Philosophy from the University of California at Santa Cruz in June 1996. In May of 1999, received the Juris Doctorate degree from the University of California, Hastings College of the Law.
Marco gained extensive tax experience as an associate with the San Francisco office of PricewaterhouseCoopers LLP (“PwC LLP”). In the Investment Management group, where Marco worked closely with partners and clients to address the myriad of tax issues faced by Hedge Funds, RIC’s (Mutual Funds), REITS and investment partnerships.
In 2004 I moved on to become instrumental in founding Equity Investment Exchange, a new IRC 1031 Like-Kind Exchange subsidiary.
As general counsel for Equity Investment Exchange, I was integral to laying the legal foundation of the newly formed subsidiary and also became a valuable business development resource.
I assisted clients in minimizing tax liabilities while divesting of unwanted real estate assets and reinvesting in new assets.
I worked closely with clients on simple sell/buy projects to more sophisticated joint venture, non-safe harbor reverse exchange projected spanning a period in excess of the traditional 180 days.
Most recently, in 2007, I decided to move from San Francisco to San Diego and start a new solo practice.
During the past few years I have counseled clients, consumers and corporate/business alike, to a more secure financial future, providing counseling to maximize the benefits of corporate/LLC entity structures, addressing and resolving real estate matters, and, as necessary, providing bankruptcy and loan workout solutions.
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