Marc serves as the firm’s Tax practice leader for the New York office as well as the National Private Client Services practice lead.
In his role, he is responsible for the business oversight of the tax department, including, financial and operating results, personnel management and evaluation, and business development. He specializes in providing tax, personal financial and estate planning, family office, and personal business management services for high-net-worth individuals, closely held business owners, entrepreneurs, entertainers and athletes, corporate executives and large family groups. Marc has developed a strong reputation for successfully helping clients make informed tax and financial decisions regarding their finances and financial matters.
A recognized industry leader, Marc is often quoted in major media outlets including USA Today, Dow Jones, The New York Times, The Wall Street Journal, and Bloomberg. Additionally, he has authored numerous articles for industry and business publications and lectures frequently at public programs and private events. Marc has also won the Service Area Award at the 2014 SmartCEO CPA & Esq Award recognizing him and his Private Client Service group as the top specialty service area amongst Greater New York’s top accountants.
Marc has more than 30 years of experience. Prior to joining the company in 2003, he was a partner at Ernst & Young.