Marc Minker | ENGAGE 2020

Marc Minker

CPA, PFS
Managing Director, CBIZ MHM,LLC
New York, NY

Marc specializes in providing Tax Advisory, Estate Planning and Personal Business Management & Family Office Services, including personal & business advisory, tax, and personal financial planning services to high net-worth individuals and families, corporate executives, athletes & entertainers and closely held business owners, and has extensive professional experience spanning over 30 years. In his current leadership role, Marc runs the New York Office and firm’s national individual services Private Client Services group, specializing in Personal Business Management, Family Office Services, Closely Held Business Owner Services and Personal Tax & Financial Planning. Marc lectures frequently on many topics and has written articles for several publications, being featured in Worth Magazine, the New York Journal of Taxation, Boardroom Reports, and has been quoted in publications by USA Today, Dow Jones, The New York Times, The Wall Street Journal and The Tribune Companies. He has authored and co-authored articles for publication in professional journals, and appears frequently in televised interviews. Marc is a member of the AICPA and the New York State Society of Certified Public Accountants, and holds his CPA license as well as the Personal Financial Specialist (PFS) and Certification in Financial Forensic (CFF) designations issued by the AICPA. He has served on the PFS Credential Committee and is a former member of the Executive Committee of the AICPA’s Personal Financial Planning Division as well as the National Accreditation Commission.