Marc Weill, CPA is a Partner in Sorren’s Tax practice with more than 35 years of public accounting experience. He specializes in income tax planning for corporations, partnerships, trusts, and high-net-worth individuals, with particular expertise in estate and wealth transfer planning. Marc works closely with business owners, families, and their advisors to develop comprehensive tax strategies that preserve wealth, support business continuity, and help clients achieve their long-term financial objectives. His thoughtful approach and deep technical expertise have made him a trusted advisor to generations of clients.
Throughout his career, Marc has guided clients through sophisticated estate planning strategies, business succession planning, trust taxation, and complex income tax matters. As a Certified Specialist in Estate Planning, he brings advanced knowledge to multigenerational wealth planning while helping clients navigate evolving tax laws and changing financial circumstances. Marc believes effective planning begins with understanding each client’s personal and business goals, allowing him to develop customized solutions that provide lasting value and peace of mind.
Outside of work, Marc enjoys spending time with family and remains actively involved in the accounting profession through continuing education and professional organizations.
Education:
Professional Designations / Civic Associations:
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
