Marc Heppen, CPA, a partner at Gettry Marcus CPA, P.C. Marc currently focuses his time on business planning and tax strategies for high-net-worth individuals and their related entities. He has a wealth of knowledge concentrated in the following areas: real estate owners and developers, mortgage brokers, professional service firms, and investment partnerships.
Marc is a skilled and trusted business advisor specializing in succession planning for closely-held businesses, implementing tax planning strategies to accommodate multi-generational transfers, and consulting on business acquisitions and the sale of operating businesses. In addition, he provides his business and individual clients with guidance needed to navigate complex tax challenges.
A graduate of the State of New York at Albany, Mr. Heppen is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He has served as an officer and board member of various not-for-profit organizations.
- Accounting & Auditing
- Green Energy Solutions
- Real Estate
- Tax Services