David R. Marcus, CPA, MBA, JD
Partner

David R. Marcus, CPA, MBA, JD is a Partner at Marks Paneth & Shron LLP. With a focus on strategy and planning, Mr. Marcus provides tax and financial advisory services to high net worth individuals, personal service companies, entertainment businesses and a host of other clients. He has a specialty in trust and estate planning, which he draws upon heavily in serving high net worth individuals and their related businesses and holding companies.

Mr. Marcus has spent his entire career with Marks Paneth & Shron and its predecessor firms. Joining the firm while completing his MBA in the early 1970s, he rapidly advanced through each professional level, making Partner in 1980.

With a well-rounded background in accounting, tax, finance and law, Mr. Marcus is involved in a number of professional organizations. He is a member of the American Institute of CPAs and the New York State Society of CPAs, where he serves on the Personal Financial Planning Committee. He is also a member of the American Bar Association and the New York State Bar Association, where he serves on the Trust & Estate Administration Committee. Additionally, he is a member and a past board member of the Estate Planning Council of New York City, Inc. as well as a member of the National Association of Estate Planners and Councils.

Well known among reporters for his expertise on tax and financial matters, Mr. Marcus has been quoted in numerous publications such as Forbes, Money Magazine, Gannett Newspapers and the CPA Journal.

In addition to his professional activities, Mr. Marcus donates his time to his cooperative housing corporation, where he has previously served as Treasurer and President and currently serves as Vice President.

David Marcus holds a Bachelor of Arts in Accounting from Queens College of the City University of New York, a Master of Business Administration in Taxation and Finance from New York University’s Stern School of Business, and a Juris Doctor from Brooklyn Law School. He is licensed to practice both public accounting and law in New York and has been admitted to practice before the United States Tax Court. Mr. Marcus is based in Marks Paneth & Shron’s midtown Manhattan headquarters and resides in Greenwich Village, New York City.

Queens College, City University of New York
Bachelor of Arts
Major: Accounting

New York University Stern School of Business
Master of Business Administration
Major: Taxation and Finance

Brooklyn Law School
Juris Doctor

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

• Personal Financial Planning Committee
  

American Bar Association
New York State Bar Association

• Trust & Estate Administration Committee
  

Estate Planning Council of New York City, Inc.
National Association of Estate Planners and Councils

Vice President, The Cambridge Owners Corp.