Scott Marshall, CPA, MT

Scott is dedicated to helping clients achieve success. He works with individuals and families closely intertwined with the complex and challenging investment industry, with the goal of helping them maximize and understand any and all potential opportunities.

Presently, Scott works in a hybrid capacity as part of both the Family Wealth Group and Tax Practice. For most of his 15 years in public accounting, he has specialized in the taxation of high-net-worth individuals. Working with many of the firm’s family wealth clients, Scott analyzes the performance of a number of large investment portfolios; works with investors in hedge fund partnerships; and helps ensure compliance for international investments in foreign corporations, partnerships, and foreign bank and securities accounts. Additionally, he has a deep-rooted interest and understanding of digital assets, particularly bitcoin, and assists regularly as both a client and internal adviser on digital asset matters.

• Maryland Association of CPAs
• American Institute of CPAs

Scott resides in Baltimore County, Maryland, with his wife and two children. He spends his spare time with family and friends, is an avid reader and enjoys hiking the forest surrounding his home.