Marcus grew up in Waco and joined the firm in 2008. After graduating with Highest Honors from the University of Texas School of Law in 2003, Marcus served as a law clerk for The Honorable James L. Dennis of the United States Court of Appeals for the Fifth Circuit and then practiced law for four years with Vinson & Elkins, LLP. Marcus is also an adjunct professor at the Baylor University School of Law.
A significant portion of Marcus's practice has been devoted to tax controversy and tax litigation, in which he has represented clients in both income tax and estate tax matters at audit, before the IRS Appeals Office, before the U.S. Tax Court, and in U.S. District Court. Marcus has served as lead counsel in tax cases involving multi-million dollar adjustments in both U.S. Tax Court and in U.S. District Court. Marcus has also represented clients in contested matters with state and local taxing authorities. In addition, Marcus routinely advises clients on federal and state tax planning matters.
Marcus has represented a broad range of taxpayers -- including private and publicly-held companies, estates, and individuals -- on a wide array of tax issues including complex partnership tax matters, corporate tax issues, international taxation and transfer pricing strategies, ERISA and qualified plan issues, state tax implications of interstate business activity in various states, exemption issues, and criminal tax matters. Marcus also represents clients in trust, estate, and probate matters.
In addition, Marcus is active in the firm's business litigation practice and appellate practice, in which he has represented clients before the United States Court of Appeals for the Fifth Circuit and before state appellate courts.
AREAS OF PRACTICE:
Estate Planning, Probate, Trusts
Federal & State Appellate
U.S. Tax Court
U.S. District Court Western District of Texas
U.S. District Court Southern District of Texas
U.S. Court of Appeals 5th Circuit
The University of Texas School of Law, Austin, Texas
J.D., with Highest Honors - 2003
Honors: Vice Chancellor of 2003 Class
Honors: Order of the Coif
Law Review: Texas Law Review
B.B.A in Accounting, 2000
Honors: Beta Gamma Sigma
Adjunct Professor, Baylor Law School
HONORS AND AWARDS:
"Are You Prepared for an IRS or DOL Audit of Your 401 (k) Plan?" Presented at the UBS 401(k) Conference, May 4, 2011
Worker Classification Audits, Central Texas Society of CPAs CLE Expo, May 18, 2011
Corporate Structure & Tax Characteristics, Baylor Angel Network Entrepreneur Series Events"Are You Prepared for an IRS or DOL Audit of Your 40(k) Plan?" Presented at the UBS 401(k) Conference, May 4, 2011
Texas Super Lawyers Rising Star, Texas Monthly, 2010-2013
PROFESSIONAL ASSOCIATIONS AND MEMBERSHIPS:
American Bar Association
State Bar of Texas
Waco-McLennan County Bar Association
Heart of Texas Estate Planning Council, Board Member, 2009 - Present
Waco Crime Stoppers, Inc., Secretary, 2009 - 2012
Pro Bono College for the State Bar of Texas, Member, 2007 - Present
First Baptist Church of Waco, Budget & Finance Committee, 2010-2012
First Baptist Church of Waco, Trustee, 2010-2012