Marc Lion, CPA, CFP

Plan to sell or Plan to buy? Come hear Marc Lion, CPA share his 25 years of consulting on both sides of the transaction. The do’s the don’ts, what to look for and how to check under the hood for an efficient cost effective transition.

 

Marc provides tax, estate, financial, and retirement planning services to high-net-worth individuals and business owners in the healthcare, investment banking, real estate, and professional services industries.

Marc’s more than 25 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 healthcare groups, he has served as an adjunct Healthcare Economics professor in Hofstra University’s Master of Healthcare Administration program.

Prior to joining Mazars in 2016, after working independently for over 20 years, Marc in 1996 founded Lion & Company, CPAs LLP, a full-service accounting and consulting practice specializing in taxation for individuals, corporations, trusts, partnerships, and estates. He also was a supervisor in Coopers & Lybrand’s (now PricewaterhouseCoopers) personal financial services group before moving to Mahoney Cohen & Company.

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.