Marc Lion 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. His 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 healthcare groups, he has served as an adjunct healthcare economics professor in Hofstra University’s master of healthcare administration program.

Prior to joining Forvis Mazars in 2016, after working independently for more than 20 years, Marc in 1996 founded a full-service accounting and consulting practice specializing in taxation for individuals, corporations, trusts, partnerships, and estates. He also was a supervisor at an international firm’s personal financial services group before moving to another regional firm. He is a member of the American Institute of CPAs, New York State Society of Certified Public Accountants, The National CPA Health Care Advisors Association (former president), and National Society of Certified Healthcare Business Consultants.

Marc is a graduate of University at Albany, New York, with a B.S. degree in economics, and a graduate of Hofstra University, Hempstead, New York, with an M.B.A. degree in accountancy and taxation.