About Me

Regular interaction and input with the OECD Global Transparency Forum board members on the CRS. Has been recognised by the EU Commission for his valuable exchange of views on the EU Savings Tax Directive Amendments since 2005.

Called to testify before the German Parliament hearings on 24 September 2012 regarding his technical analysis on the strengths and flaws of the Swiss-German tax agreement.

Consults on tax and Intellectual Property.

Currently advises several competent authorities on the misapplication in their official guidelines concerning Automatic Exchange of Information (AEOI).

Assists in international structuring of ICO and Intellectual Property projects

Provides live training on the tax and other OECD initiatives to law firms, insurers, trustees, wealth managers and banks.
I am considered by the EU Commission as a leading expert in the EU Savings Tax Directive.

German Bundestag Tax Expert:
I was called by the German Parliament hearings on 24th September 2012 to give presentation the Rubik loopholes. (Jump to 2:05:50 to see me)


My testmony is here. The German version is here.

Here is the
list of attending experts.


I am frequent seminar speaker:

  • Hong Kong February 2018 - MDR
  • Singapore February 2018 - MDR
  • Geneva 1 March 2018 - MDR
  • Zurich 2 March 2018 - MDR
  • Liechtenstein 26 April 2018 - MDR
  • Dubai 6 May 2018 - MDR / CbI
  • Cyprus 8 May 2018 - MDR / CbI
  • Zurich 18 May 2018 - RbI /CbI
  • Geneva 23 May 2018 - RbI /CbI
  • Geneva 5 June 2018 - Private pension plans
  • Zurich 6 June 2018 - Private pension plans
  • Geneva 12 -13 June 2018 - Latin America
  • Monaco 15 June 2018 - MDR / CbI
  • Malta 20 June 2018 - RbI
  • Malta 20 June 2018 - MDR
  • Dubai 25 June 2018 - RbI
  • Dubai 26 June 2018 - CRS introduction
  • Dubai 26 June 2018 - CRS practical examples

CEO Mark Morris
E-mailmark.morris@the-best-of-both-worlds.com
Tel+41 76 212 2024
AddressZurichstr 28, 8306, Bruettisellen, Switzerland
Mark