Overview
Marcus has over 15 years of experience auditing* insurance companies with premiums ranging from $1-300 million and have established a broad network of service providers who can help his clients with internal accounting processes as well as annual filings.
Prospective clients often come to him when they need help in preparing their 1120-PC tax returns, delivering audits and tax returns to meet internal and external filing deadlines, and understanding Statutory Accounting Principles (SAP) for insurance companies.
Marcus is responsible for managing the day-to-day audit work of the firm’s clients. He is deadline-driven and always puts clients’ needs first.
Experience
He works with a diverse range of insurance clients, from property and casualty insurance companies, life insurance companies, captive insurance companies (e.g., single parent, protected cell, and segregated cell), to risk retention groups. Marcus specializes in GAAP and statutory accounting for insurance companies, and working in the hospitality, manufacturing, technology, and distribution industries. Marcus also has significant experience in the real estate industry, working with investment funds, and multi-family developments.
Education & Affiliations
Marcus earned a Bachelor of Business Administration in Accounting from Georgia Southern University. His professional affiliations include American Institute of Certified Public Accountants (AICPA) and Georgia State Society of Certified Public Accountants (GSCPA).
*Aprio assurance, attest, and audit services provided by Aprio, LLP.
Insights
