squaresMARC H. LION CPA, CFP
Partner

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.

 

Industry Expertise

Health Care
• High-Net-Worth Individuals and Families
• Investment Banking
• Real Estate
• Professional Services

Service Specialties

Business Advisory and Pratice 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


Recent Media Coverage

“The doctor is in: Should you have a medical professional on your project team?”, Construction Dive, August 2017
“Digging up the dirt on a Balance Sheet”, The Ambulatory M&A Advisor, June 2016

“Morale Boosters Gone Wrong: Costly Mistakes Practices Should Avoid”, The Profitable Practice, April 2014

“How Physicians can increase employee satisfaction at their medical practice” Medical Economics, September 2013

“Establishing Staff Accountability”, Physician’s Money Digest, July 2012
“Doctors going broke” CNN Money, January 2012“Asset Protection for Physicians” Physicians Practice, April,2012
A New Game Plan: Otolaryngologists and consultants devise solutions to ride out therecession” ENT Today, April 2010
“An Action Plan for Plugging Profit Leaks in your Practice”, Physician’s Money Digest, August 2010
“Are you recession-proof? How the credit crunch affects Medicine”, HighBeam Business, March 200

 

 


squaresMARC H. LION CPA, CFP
Partner

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.

 

Industry Expertise

Health Care
• High-Net-Worth Individuals and Families
• Investment Banking
• Real Estate
• Professional Services

Service Specialties

Business Advisory and Pratice 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


Recent Media Coverage

“The doctor is in: Should you have a medical professional on your project team?”, Construction Dive, August 2017
“Digging up the dirt on a Balance Sheet”, The Ambulatory M&A Advisor, June 2016

“Morale Boosters Gone Wrong: Costly Mistakes Practices Should Avoid”, The Profitable Practice, April 2014

“How Physicians can increase employee satisfaction at their medical practice” Medical Economics, September 2013

“Establishing Staff Accountability”, Physician’s Money Digest, July 2012
“Doctors going broke” CNN Money, January 2012“Asset Protection for Physicians” Physicians Practice, April,2012
A New Game Plan: Otolaryngologists and consultants devise solutions to ride out therecession” ENT Today, April 2010
“An Action Plan for Plugging Profit Leaks in your Practice”, Physician’s Money Digest, August 2010
“Are you recession-proof? How the credit crunch affects Medicine”, HighBeam Business, March 200

 


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© 2017 Mazars USA LLP is an independent member firm of Mazars Group.