Ms. Marion is a tax professional with broad experience in areas of US Federal, State and local taxation issues. Having worked extensively with high net worth individuals, she counsels on balancing clients' short and long-term goals and needs. She has extensive experience with various business entities including hedge funds, regulated investment companies, real estate companies, professional and medical entities via S-Corporations, C-Corporations, Partnerships, trusts and other flow through entities as well as all aspects of tax planning compliance.
Ms. Marion graduated cum laude with a BS in Business Administration with a dual major in Accounting and Finance from The American University, Washington, D.C.
BUSINESS & PROFESSIONAL AFFILIATIONS
Member, American Institute of Certified Public Accountants
Member, New York State Society of Certified Public Accountants