Marcum LLP
Tax & Business

Family Wealth Services - Private Client Tax Services

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At Marcum, we treat every client, from the largest of publicly traded companies to family owned businesses to individuals, as our most important client.

Marcum has been helping individuals succeed by providing timely, proactive and effective professional services.

Our experienced tax professionals are skilled at addressing all levels of complexity with respect to the preparation of business, fiduciary and individual tax returns and related filings. We pride ourselves on delivering proactive tax planning and year-round client service.

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Related Services:     Marcum Family Office   |   Philanthropy Planning & Private Clients   |   Private Client Tax Services   |   Trusts & Estates

Scope of Services

  • Monitor and recommend practical solutions for tax planning purposes, including mulit-year tax planning.
  • Gather all relevant tax and financial information for quarterly estimates, extensions and tax returns.
  • Advise structures for business liability, tax planning and compliance purposes (i.e., limited partnerships, limited liability companies, S and C corporations, charitable entities).
  • Prepare federal, state and local income tax returns for individuals and entities.
  • Prepare required US reporting information for foreign transactions.
  • Federal and State tax audit representation.
  • Tax services for U.S. citizens abroad.
  • Planning for carried interest.
  • Charitable gift planning.
  • Executive counseling and planning, including retirement analysis, stock options and benefits.
  • Compensation planning, including deferred compensation and IRC sec. 409A considerations.
  • Advise on multistate individual taxation, including residency issues, income-sourcing and state and local tax minimization.
  • Identify tax efficient opportunities for single stock concentration and diversification issues.
  • Forensic and Litigation services.
  • Bankruptcy and Fiduciary services.
  • Provide unique approach to accounting, assurance and tax services to hedge fund managers and investment partners working together with Marcum’s Alternative Investment Group.
 

TAX REFORM INSIGHTS

Stay Informed about the Latest Developments in National Tax Reform

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Related News

The Associated Press interviewed Tax Principal Michael D’Addio for a syndicated story on the new rules for deducting business meals.


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The Associated Press interviewed Tax Principal Michael D’Addio for a syndicated story on the new rules for deducting business meals.

The IRS is making it simpler for business owners to deduct the cost of meals with customers and clients. The agency last week issued guidance ....

Tracing of Interest Expense Related to Debt-Financed Distributions


Tax Compliance

Tracing of Interest Expense Related to Debt-Financed Distributions

When proceeds are received from a loan, there are various tax consequences depending on whether the borrower is the taxpayer or an entity owned by ....

The Authors Guild Bulletin quoted Tax Partner Robert Pesce in its authors’ guide to the revised tax code.


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The Authors Guild Bulletin quoted Tax Partner Robert Pesce in its authors’ guide to the revised tax code.

The many changes to the federal tax law passed by Congress last fall took effect on January 1, 2018. These changes will apply to your ....

Tax Director Donald Zidik co-authored an update on individual taxation for The Tax Advisor.


As Seen In

Tax Director Donald Zidik co-authored an update on individual taxation for The Tax Advisor.

This article is a semiannual review of recent developments in the area of individual federal taxation. It analyzes several hobby loss cases, cases on qualifying ....

The Boston Business Journal quoted State & Local Tax Leader Paul Graney for an article about a drop in the number of million-dollar tax filers in Massachusetts.


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The Boston Business Journal quoted State & Local Tax Leader Paul Graney for an article about a drop in the number of million-dollar tax filers in Massachusetts.

Despite a strong economy, the number of Massachusetts residents with taxable annual income of $1 million or more essentially stayed the same from 2015 to ....

The San Francisco Business Times quoted Jeff Pera, regional managing partner, Northern California, about how the new federal cap on state tax deductions is motivating senior executives to relocate.


As Seen In

The San Francisco Business Times quoted Jeff Pera, regional managing partner, Northern California, about how the new federal cap on state tax deductions is motivating senior executives to relocate.

From CEOs to entrepreneurs to middle-class families, a lot of people have grumbled for years about California’s heavy tax burden and high cost of living. ....

Proposed IRS Regulations will Limit Charitable Contributions and State Tax Credits, for Payments Made After August 27


Tax Flash - State & Local Taxation

Proposed IRS Regulations will Limit Charitable Contributions and State Tax Credits, for Payments Made After August 27

On August 23, the IRS published proposed regulations (REG-112176-18) on the deductibility of state and local tax payments for federal income tax purposes.

The San Francisco Business Times quoted Regional Managing Partner Jeff Pera in an article about how new federal, state, and local tax laws are impacting the Bay Area housing market.


As Seen In

The San Francisco Business Times quoted Regional Managing Partner Jeff Pera in an article about how new federal, state, and local tax laws are impacting the Bay Area housing market.

President Trump's tax overhaul limiting the deductions for mortgage interest as well as state and local taxes paid is already taking a toll on the ....

The New York Times quoted New Jersey Advisory Services Partner-in-Charge Ilan Hirschfeld about new alimony rules under the new tax law.


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The New York Times quoted New Jersey Advisory Services Partner-in-Charge Ilan Hirschfeld about new alimony rules under the new tax law.

Lawyers and accountants often push their clients to plan for unpleasant events. Better to be prepared now than to pay the consequences later. But the ....

Advisors magazine interviewed Tax Manager Michael Feinfeld about the proper approach to estate planning.


As Seen In

Advisors magazine interviewed Tax Manager Michael Feinfeld about the proper approach to estate planning.

If pop culture's biggest stars end up with estates that vanish or fail to receive the right attention, then how can the average investor or ....

Financial Advisor interviewed Trusts & Estates Co-Leader Ronald Finkelstein about the use of dynasty trusts to protect assets.


As Seen In

Financial Advisor interviewed Trusts & Estates Co-Leader Ronald Finkelstein about the use of dynasty trusts to protect assets.

Though President Trump's tax form increases the amount that can be passed to heirs, these thresholds expire in 2025 - if a new federal administration ....

The Kiddie Tax: Changes That We All Need to Know About


Tax Reform

The Kiddie Tax: Changes That We All Need to Know About

Under the Tax Cuts and Jobs Act of 2017, Congress enacted a change to the commonly called Kiddie Tax rules, to prevent parents and grandparents ....

Family Wealth Services Brochure

Family Wealth Services Brochure

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Contacts

Select the region to view contacts.

David  Appel, Senior Partner, Tax & Business
Senior Partner
Tax & Business
Miami, FL
FL

Robert L. Babek, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Los Angeles, CA
CA

Ronald  Finkelstein, Partner, Tax & Business
Partner
Tax & Business
Melville, NY
NY

David  First, Partner, Tax & Business
Partner
Tax & Business
New York, NY
NY

Rorrie  Gregorio, Family Office Leader, Tax & Business
Family Office Leader
Tax & Business
New York, NY
NY

Kathleen  Lens, Partner, Assurance
Partner
Assurance
Philadelphia, PA
PA

 
Michele  Lipson, Partner, Tax & Business
Partner
Tax & Business
Miami, FL
FL

Carolyn  Mazzenga, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Melville, NY
NY

Jeffrey  Saltzer, Partner, Tax & Business
Partner
Tax & Business
New York, NY
NY

 
 
2017 YEAR-END TAX GUIDE

The Marcum 2017 Year-End Tax Guide continues our tradition of providing timely tax guidance for the upcoming year.

 
 
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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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