Max Gregory

Max Gregory is a Senior Tax Accountant at Marcum LLP in Fort Lauderdale, FL, specializing in estate, gift, and trust taxation for high-net-worth individuals and private foundations. Currently, they focus on tax planning and compliance while preparing various tax forms and consulting clients on wealth preservation strategies. Max has previously gained experience at PwC auditing income tax provisions for public corporations and worked in financial planning at Ameriprise Financial Services, Inc. They graduated with a B.S.B.A. in Accounting from High Point University in May 2020 and are actively pursuing CPA certification.