Daniel Marcus, CPA

Business Management Partner

I focus on enabling entertainment professionals and high-net-worth individuals to concentrate on their creative and business endeavors by ensuring their financial matters are handled seamlessly. With my strategic advice and detailed management, I seek to enhance my clients' opportunities for success and wealth in a constantly changing industry.

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With more than 20 years of experience in business management and tax, I can help you navigate the intricacies of the entertainment industry and the unique challenges faced by high-net-worth individuals. As your advisor, I will guide you through complex financial decisions and implement effective tax planning strategies tailored to your specific needs. I recognize the importance of safeguarding your assets, and I will protect your wealth by ensuring proper insurance coverage and minimizing risk.

I strive to develop long-lasting relationships with my clients built on trust, open communication, and a genuine dedication to their goals. They know they can come to me with any question or issue, and in turn, receive clear and concise answers and guidance.

Whether you need a complex financial model, assistance with budgeting, or advice on the most efficient use of frequent flier miles, I will go beyond to provide you with personalized solutions that align with your aspirations. I am passionate about your success and equipped with the knowledge and experience to help you thrive in this competitive landscape.

Fairleigh-Dickinson University, M.S. in Accounting

Brandeis University, B.A. in Economics

Certified Public Accountant, California