Marcus is a senior managing director of AmbroseAdvisors™. His career in ESOP third-party administration began in 2002, initially as a response to demand for better TPA services from the ESOP clients of his CPA firm. Since that time Marcus has become a trusted advisor to scores of ESOP-owned companies in California, Hawaii, DC Metro, and throughout the nation. Marcus’ passion is for helping companies maximize the value they receive from their ESOPs by helping them truly understand and make sense of the many complicated issues they face.
Marcus consults on ESOP feasibility studies, technical compliance testing, repurchase obligation strategy, and is a recognized national expert on GAAP ESOP accounting and tax reporting. He is an active member of the nation’s leading employee ownership advocacy organizations, The ESOP Association (“TEA”), the National Center for Employee Ownership (“NCEO”), and Employee-Owned S Corporations of America (“ESCA”). He is also a member of TEA’s national Finance Committee as well as the Interdisciplinary Advisory Committee on Fiduciary Issues, and a regular speaker at the Association’s national and chapter conferences. Marcus is a true believer in the power of employee ownership in a successful organization, and enjoys keeping up-to-the-minute on the many technical aspects of ESOP implementation, administration, accounting, and monitoring.
Marcus is a Certified Public Accountant in California with knowledge and experience in individual, trust & estate taxation as well as consulting for audit and review engagements for ESOP-sponsoring companies. He graduated from Brigham Young University after a two-year mission in Buenos Aires, Argentina where he became fluent in Spanish. He is a proud husband and father of three sets of twins. He actively volunteers for the Boy Scouts of America and his local church. He also serves his local United Way agency as board chairman.
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