Marc H. Lion CPA, CFP is the founding member of Lion & Company, CPAs LLP a highly competitive accounting & consulting firm specializing in individual, corporate, trust, partnership, and estate taxation. Prior to founding the Firm over thirteen years ago, Mr. Lion was a supervisor at Coopers & Lybrand's (now PricewaterhouseCoopers) personal financial services group and later worked at Mahoney Cohen & Company, the seventeenth largest accounting firm in New York.
Mr. Lion brings over 20 years of experience to his clients and is an authority in the areas of Taxation, Estate, Financial and Retirement planning. His current roster of clients includes high net worth individuals and business owners in the Healthcare, Investment Banking, Real Estate and other professional areas. Mr. Lion is Partner in Charge of the Firm's "Healthcare Advisory Group" where he continually advises numerous healthcare providers on a wide range of tax, personal finance, business advisory and practice management issues. Mr. Lion has shared his experiences in working with physicians and their businesses by speaking to a variety of groups in the healthcare industry and medical societies. Mr. Lion is also an adjunct professor at
Hofstra
University where he teaches Healthcare Economics in the University’s Masters of Healthcare Administration (MHA) program.
Mr. Lion holds professional licenses as both a Certified Public Accountant and a Certified Financial Planner. In addition, Mr. Lion is also a registered representative with the brokerage firm R&R Planning Group Ltd. with whom the Firm shares office space.
Mr. Lion received his degree in Economics from SUNY
Albany and his Masters of Business Administration with a dual concentration in Accountancy and Taxation from
Hofstra
University. He is a member of the FPA (Financial Planning Association), AICPA (American Institute of Certified Public Accountants), and NYSSCPA (New York State Society of Certified Public Accountants) where he has served on the Society's Personal Financial Planning, Individual Taxation, along with the Medical and other Professional committees. Mr. Lion is also a member of the HCAA (National CPA Health Care
Advisors Association) and currently serves on the organization’s executive committee as treasurer. Mr. Lion also serves as treasurer for the “Chillin with Adam – the Adam Gaynes Foundation” a 501 (c) (3) charitable organization.
Marc is married, has two children, and resides in
Melville,
New York where he enjoys spending quality time with his family. Marc also enjoys coaching Little League and playing an occasional round of golf.
