Marco Loza

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.

I once read, “Every person you meet knows something you don’t; learn from them.” I’ve met and learned from fascinating people not only in the workplace, but also while waiting in line to vote or sitting at the airport. You never know what you’ll learn simply by starting a conversation.