Marco Loza is a director in KSM’s Chicago office and a member of the firm’s Business Advisory Group. Marco works with high-net-worth individuals and families to provide sophisticated tax planning and compliance services related to trusts, estates, gifts, and individual taxation. He works closely with clients to understand their unique circumstances and develop tax strategies designed to minimize tax liabilities while maximizing the wealth they can transfer to future generations.
Prior to joining KSM, Marco spent more than 10 years with MichaelSilver, an independent advisory, tax, and assurance firm in the Chicagoland area, where he most recently served as a senior tax manager and was a member of the firm’s estate planning committee.
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Marco received a Bachelor of Applied Science degree in accounting and a Master of Science degree in accounting from DePaul University.
Marco is a member of the Illinois CPA Society and the Northwest Suburban Estate Planning Council, where he currently serves as treasurer.
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