Marc Lion Partner

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Marc provides tax, estate, financial, and retirement planning services to high-net-worth individuals and business owners in the health care, investment banking, real estate, and professional services industries. Marc’s more than 30 years of public accounting experience span a range of tax, personal finance, business advisory, and practice management expertise. Often invited to speak to medical societies and health care groups, he has served as an adjunct Healthcare Economics professor in Hofstra University’s Master of Healthcare Administration program. Marc has a Bachelor of Science in Economics from State University of New York at Albany, and a Master of Business Administration in Accountancy and Taxation from Hofstra University.

Industry Expertise

Health Care
High-Net-Worth Individuals and Families
Investment Banking

Real Estate
Professional Services

Service Specialties

Business Advisory and Practice Management
Estate Planning

Retirement Planning
Tax Planning and Compliance

Volunteer Activities

Chillin’ with Adam – The Adam Gaynes Foundation (Treasurer)

Samaritan Village Inc. (Board Member)

Memberships

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants

National CPA Health Care Advisors Association (Former President)
National Society of Certified Healthcare Business Consultants

 

 

 

 

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