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The aging population and changing inheritance laws are influencing the way Americans look at will and estate planning.

The Wall Street Journal interviewed Carolyn Mazzenga, national leader of Marcum's Family Wealth group, about how high net worth families should communicate about their wealth, for the Watching Your Wealth podcast.


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The Wall Street Journal interviewed Carolyn Mazzenga, national leader of Marcum's Family Wealth group, about how high net worth families should communicate about their wealth, for the Watching Your Wealth podcast.

Marcum LLP's Carolyn Mazzenga speaks with Watching Your Wealth's Veronica Dagher about some of the money secrets families often keep.

 
Fashion Mannuscript reported on Partner Ron Friedman's Apparel Industry Award.


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Fashion Mannuscript reported on Partner Ron Friedman's Apparel Industry Award.

Marcum Partner Ronald Friedman Wins 2016 Apparel Industry Award

 
Private Wealth magazine interviewed Partner Carolyn Mazzenga for an article about how President-elect Donald Trump's proposed tax plan will effect high income earners.


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Private Wealth magazine interviewed Partner Carolyn Mazzenga for an article about how President-elect Donald Trump's proposed tax plan will effect high income earners.

Whether or not you approve of Donald J. Trump as the next president of the United States, if you're a highincome earner who would like to pay less to Uncle Sam, you'll likely approve of what his tax plan will do for you.

 
Bloomberg BNA's Daily Tax Report quoted Tax Partner Elizabeth Mullen in an article about transfer pricing controversies currently pending before the U.S. Tax Court.


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Bloomberg BNA's Daily Tax Report quoted Tax Partner Elizabeth Mullen in an article about transfer pricing controversies currently pending before the U.S. Tax Court.

Some of the best-known companies in the U.S. and the world dispute the IRS's characterization of expenses they can deduct from transactions with their foreign subsidiaries and the interpretation of their agreements with the agency over the pricing of those transactions.

 
The Los Angeles Times quoted Partner Ron Friedman in an article about deceptive retail pricing strategies.


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The Los Angeles Times quoted Partner Ron Friedman in an article about deceptive retail pricing strategies.

The kind of pricing tactics described in the lawsuits are endemic to the retail industry today, Friedman said. Savvy shoppers, however, have become used to looking at the sale price instead of the advertised original price.

 
Long Island Business News quoted Partner Ronald Storch, Marcum's chief operating officer, in an article about the impact of anticipated new tax policies in 2017 for the accounting industry.


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Long Island Business News quoted Partner Ronald Storch, Marcum's chief operating officer, in an article about the impact of anticipated new tax policies in 2017 for the accounting industry.

Next year is going to be a busy one for accountants as they guide their clients through a sea of anticipated tax and regulation changes as the new administration takes over.

 
Supervisor Melissa Korey wrote about continued Medicare coverage for skilled nursing facility residents during holiday leave, for the December issue of HCPro's Billing Alert for Long-Term Care.


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Supervisor Melissa Korey wrote about continued Medicare coverage for skilled nursing facility residents during holiday leave, for the December issue of HCPro's Billing Alert for Long-Term Care.

In preparing for the holiday festivities, it is essential that friends and family understand that while their loved ones are in a nursing home, they can still partake in the holiday parties and goodie exchanges without putting their Medicare coverage at risk.

 
Construction Accounting & Taxation published the final 2017 column by National Construction Leader Joe Natarelli and Chief Construction Economist Anirban Basu, in the November/December issue.


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Construction Accounting & Taxation published the final 2017 column by National Construction Leader Joe Natarelli and Chief Construction Economist Anirban Basu, in the November/December issue.

Shortfalls in construction workers will produce ever-rising costs, making it that much more difficult for communities to improve their respective build environments and for the nation to effectively address its burgeoning infrastructure deficits.

 
Hedge magazine profiled Beth Wiener, partner-in-charge of Marcum's Alternative Industry Group, in the December issue.


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Hedge magazine profiled Beth Wiener, partner-in-charge of Marcum's Alternative Industry Group, in the December issue.

My path to becoming national practice leader for Marcum's Alternative Investment Group really started with the birth of my twin girls. In 1995, I was looking to work for a local accounting firm that would accommodate a flex-time schedule, and Marcum came through.

 
Construction Dive showcased Marcum’s annual Day of Service in a story about how the construction industry supports those less fortunate during the holiday season.


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Construction Dive showcased Marcum’s annual Day of Service in a story about how the construction industry supports those less fortunate during the holiday season.

With Thanksgiving just days away, we're taking a look past global turmoil and the recent divisive election to focus on how the construction industry is giving back to local communities across the nation.

 
Long Island Business News interviewed Tax Director Karen O'Connor for an article about new rules for the federal R&D tax credit.


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Long Island Business News interviewed Tax Director Karen O'Connor for an article about new rules for the federal R&D tax credit.

The federal research and development credit has long been elusive for the very firms it's supposed to help, a kind of apple tantalizingly out of reach.

 
The New York Times quoted Steve Brett, president of Marcum Financial Services, in an article about the advantages of trusteed IRAs.


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The New York Times quoted Steve Brett, president of Marcum Financial Services, in an article about the advantages of trusteed IRAs.

Most people spend whatever they have saved in their individual retirement accounts in the years after they stop working. If they're fortunate, they have enough to last.

 
Tax Partner John Mezzanotte spoke with BioSpace about international tax considerations for pharma companies.


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Tax Partner John Mezzanotte spoke with BioSpace about international tax considerations for pharma companies.

Taxes were a heated issue during this year's presidential election, and now, as President-elect Donald Trump rolls out his proposed tax plan, promising the largest tax cuts since Ronald Reagan, opinions about Americans' obligations to pay Uncle Sam continue to mount.

 
Accounting Today featured Marcum's upcoming 2nd annual Day of Service, which will take place on November 23 this year.


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Accounting Today featured Marcum's upcoming 2nd annual Day of Service, which will take place on November 23 this year.

Accounting and advisory firm Marcum announced this week that they will once again be closing its offices the day before Thanksgiving to volunteer in local communities.

 
CNBC quoted Trusts & Estates co-leader David First in a story about the proposed repeal of the estate tax.


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CNBC quoted Trusts & Estates co-leader David First in a story about the proposed repeal of the estate tax.

Donald Trump rallied the working class during his campaign, but he also championed one benefit favoring mostly the super-rich: eliminating the federal estate tax.

 
Tax Partner Thomas McGlone wrote about the proposed elimination of tax reciprocity between Pennsylvania and New Jersey, for Philadelphia Business Journal.


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Tax Partner Thomas McGlone wrote about the proposed elimination of tax reciprocity between Pennsylvania and New Jersey, for Philadelphia Business Journal.

New Jersey Gov. Chris Christie recently announced that he will end an agreement between New Jersey and Pennsylvania that allows commuters to pay state income tax only to the state where they live, instead of to the state where they work.

 
Long Island Business News quoted Long Island Partner-in-Charge Carolyn Mazzenga in an article capturing the outlook of local business leaders on the incoming Trump administration.


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Long Island Business News quoted Long Island Partner-in-Charge Carolyn Mazzenga in an article capturing the outlook of local business leaders on the incoming Trump administration.

In the moments approaching President-Elect Donald Trump's victory, half the nation, eager for sweeping change, cheered. The other half, heart-broken that they hadn't just elected the nation's first woman president, began a path to soldier on.

 
Providence Partner-in-Charge Jim Wilkinson discussed the advantages of being part of the Marcum organization with the Rhode Island Society of CPAs' newsletter.


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Providence Partner-in-Charge Jim Wilkinson discussed the advantages of being part of the Marcum organization with the Rhode Island Society of CPAs' newsletter.

The headlines continue in the growing trend toward mergers, acquisitions and other forms of alliances between local CPA firms and their larger partners.

 
Construction Executive's Managing Your Business published an article by Tax Director Joseph Molloy, about how contractors can reduce their tax burden.


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Construction Executive's Managing Your Business published an article by Tax Director Joseph Molloy, about how contractors can reduce their tax burden.

The construction industry pays the highest effective tax rate of any sector of the economy. Given that reality, contractors should be proactive in tax planning, which includes taking advantage of tax incentives and understanding the internal revenue codes specific to contractors when filing tax returns.

 
Supervisor Elizabeth Deak contributed an article on Medicare open enrollment for the November issue of HCPro's Billing Alert for Long-Term Care.


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Supervisor Elizabeth Deak contributed an article on Medicare open enrollment for the November issue of HCPro's Billing Alert for Long-Term Care.

Each year, Medicare's open enrollment period begins October 15 and ends December 7.

 
Winners of the 2016 Marcum Innovator Awards were profiled in the September/October issue of SmartCEO magazine.


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Winners of the 2016 Marcum Innovator Awards were profiled in the September/October issue of SmartCEO magazine.

The Marcum Innovator of the Year Awards are our way of honoring like-minded companies, who believe in stopping at nothing to provide their customers with outstanding, nontraditional products and services

 
Inc. Magazine's video series featuring Long Island Partner-in-Charge Carolyn Mazzenga continued with a segment on Why Gender Should Not Play a Factor In Business.


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Inc. Magazine's video series featuring Long Island Partner-in-Charge Carolyn Mazzenga continued with a segment on Why Gender Should Not Play a Factor In Business.

So for women out there that want to start a business, you need to make sure that you are the best at whatever it is that you want to do

 
Tax Partner spoke about combined reporting for small businesses with NJBiz.


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Tax Partner spoke about combined reporting for small businesses with NJBiz.

New Jersey is included in the minority of states in the country that does not operate under combined reporting, and its introduction could be seen as a way to increase revenues.

 
Tax Principal Michael D'Addio spoke with Long Island Business News about valuation discounts on family businesses.


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Tax Principal Michael D'Addio spoke with Long Island Business News about valuation discounts on family businesses.

There is a technical question as to whether these regulations will be valid.

 
The Legal Intelligencer published an article by Advisory Partner David Glusman, on Medicare fraud and abuse prevention.


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The Legal Intelligencer published an article by Advisory Partner David Glusman, on Medicare fraud and abuse prevention.

These new cases demonstrate the ingrained and persistent nature of certain problematic coding and billing practices.

 
Marcum's article series in Construction Accounting & Taxation continued in October with a focus on public-private partnerships, by Construction Group Leader Joseph Natarelli and Chief Construction Economist Anirban Basu.


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Marcum's article series in Construction Accounting & Taxation continued in October with a focus on public-private partnerships, by Construction Group Leader Joseph Natarelli and Chief Construction Economist Anirban Basu.

It is important for financial professionals to help both parties understand the nature of the obligations into which they will enter, including the respective levels of risk and implications for tax payments.

 
Inside Public Accounting reported on Marcum's first European office, located in Dublin, Ireland.


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Inside Public Accounting reported on Marcum's first European office, located in Dublin, Ireland.

New York-based Marcum has opened its first office in Europe. Located in Dublin, Marcum RBK (Ireland) Limited is a joint venture with Russell Brennan Keane (RBK), the largest independent accounting and business advisory firm in Ireland.

 
New Jersey Business interviewed Tax Partner for an article about challenges facing small businesses.


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New Jersey Business interviewed Tax Partner for an article about challenges facing small businesses.

Andrew Ebneter concurs that the state's high tax rate is trending as a primary deterrent to small business growth in New Jersey.

 
Leaders magazine highlighted Marcum's core values in its profile of Managing Partner Jeffrey Weiner in the October issue.


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Leaders magazine highlighted Marcum's core values in its profile of Managing Partner Jeffrey Weiner in the October issue.

Jeffrey Weiner joined Marcum in 1981 and has served as Managing Partner since 1990. In 2013, Weiner was voted one of the accounting industry's Top Five Most Admired Peers in a national poll by Inside Public Accounting.

 
Hedgeweek announced the opening of Marcum RBK (Ireland), Marcum's new European service center for hedge fund and private equity fund clients.


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Hedgeweek announced the opening of Marcum RBK (Ireland), Marcum's new European service center for hedge fund and private equity fund clients.

Marcum has expanded its hedge fund servicing operations in Europe with the launch of Marcum RBK (Ireland) in Dublin – a joint venture with Russell Brennan Keane (RBK), an independent accounting and business advisory firm in Ireland.

 
Managing Partner Jeffrey Weiner has been named an MP Elite by Accounting Today, making him the first and only firm leader to be inducted into the exclusive industry class twice.


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Managing Partner Jeffrey Weiner has been named an MP Elite by Accounting Today, making him the first and only firm leader to be inducted into the exclusive industry class twice.

Rising to the rank of managing partner can be a grueling experience. Those who start their own firms have to put in years of hard work before they can be sure they'll last.

 
California Partner-in-Charge Philip Wilson spoke with Money magazine about the release of portions of Donald Trump's 1995 tax returns.


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California Partner-in-Charge Philip Wilson spoke with Money magazine about the release of portions of Donald Trump's 1995 tax returns.

The Times on Sunday published a story, based on state tax returns, showing that Trump claimed a $916 million loss in 1995. which could have permitted him to avoid paying income tax for 18 years.

 
The Miami Herald quoted Southeast Partner-in-Charge Michael Balter in a feature article about business succession planning.


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The Miami Herald quoted Southeast Partner-in-Charge Michael Balter in a feature article about business succession planning.

While few corporate leaders like Redstone work into their 90s, more are staying on well past the traditional retirement age. In fact, more senior leaders as well as employees are working into their 70s or 80s.

 
Tax Partner contributed his thoughts for a New Jersey Business article on advice to entrepreneurs.


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Tax Partner contributed his thoughts for a New Jersey Business article on advice to entrepreneurs.

My advice to New Jersey entrepreneurs is to be aware of any and all readily available resources that can help grow your business.

 
HCPro's Billing Alert published an article by Senior Manager Marilyn Mines about the role of the billing dept. in long-term care quality assurance and performance improvement.


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HCPro's Billing Alert published an article by Senior Manager Marilyn Mines about the role of the billing dept. in long-term care quality assurance and performance improvement.

For years, there were two separate quality programs in long-term care required by CMS: Quality Assurance (QA) and Performance Improvement (PI).

 
Tax Partner Robert Spielman contributes a tax advice column to City News magazine in South Florida.


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Tax Partner Robert Spielman contributes a tax advice column to City News magazine in South Florida.

Now that summer is over, our students are heading back to school. To encourage education, especially higher education, our tax laws provide numerous incentives to parents and students alike.

 
Accounting Today quoted Managing Partner Jeffrey Weiner in an article about how industry leaders see the future of the profession.


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Accounting Today quoted Managing Partner Jeffrey Weiner in an article about how industry leaders see the future of the profession.

Each year, Accounting Today checks in with the foremost people in the accounting profession to see what issues are keeping them up at night, which inevitably yields a weighty list of dire concerns.

 
Bloomberg News quotes Co-Managing Director Drew Bernstein in an article about factoring by Chinese manufacturers.


Press Release

Bloomberg News quotes Co-Managing Director Drew Bernstein in an article about factoring by Chinese manufacturers.

More and more Chinese factories are selling unpaid customer bills to financial firms, amid record payment delays.

 
Marcum's success in sponsoring the Marcum Workplace Challenge since 2006 was featured by Long Island Business News.


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Marcum's success in sponsoring the Marcum Workplace Challenge since 2006 was featured by Long Island Business News.

This year's Marcum Workplace Challenge gave the accountants at Marcum a few numbers to smile about. Some 9,100 runners and walkers from a record 223 Long Island companies and organizations participated in the 3.5 mile race at Jones Beach.

 
Long Island Business News featured Ron Storch's return to Marcum as chief operating officer.


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Long Island Business News featured Ron Storch's return to Marcum as chief operating officer.

Storch has rejoined the accounting firm where he previously spent 16 years.

 
The Real Deal reported on the keynote remarks of Scott Rechler, CEO of RXR Realty LLC, at the inaugural Marcum Real Estate Forum on September 22.


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The Real Deal reported on the keynote remarks of Scott Rechler, CEO of RXR Realty LLC, at the inaugural Marcum Real Estate Forum on September 22.

Rechler focused primarily on the need for increased capacity in the city to accommodate the growth in population and jobs.

 
Accounting Today quoted Managing Partner Jeffrey Weiner in an article about what's on the minds of accounting industry leaders.


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Accounting Today quoted Managing Partner Jeffrey Weiner in an article about what's on the minds of accounting industry leaders.

As part of an annual survey of the leaders of the accounting profession, Accounting Today asks them what they think are the biggest issues facing the field, and their answers this year might well have used the old acronym SALY: same as last year.

 
Long Island Business News reported on the Marcum Foundation's first year results.


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Long Island Business News reported on the Marcum Foundation's first year results.

The foundation, funded by Marcum partners and employees, raises money through various means including a voluntary planned giving program that supports roughly 30 charities in the six regions where Marcum operates.

 
Accounting Today reported on the Marcum Foundation's First Year Results.


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Accounting Today reported on the Marcum Foundation's First Year Results.

The Marcum Foundation, the charity division of Marcum LLP, announced on Wednesday that they have raised $242,841.95 in charitable donations between June 1, 2015, and May 31, 2016. This marks the first full year of donations for the Foundation.

 
National SEC Practice Leader David Bukzin and Assurance Partner Doug Wildstein spoke with Long Island Business News about current trends in the IPO market.


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National SEC Practice Leader David Bukzin and Assurance Partner Doug Wildstein spoke with Long Island Business News about current trends in the IPO market.

After a long lull, the number of initial public offerings has begun to increase, generating business for accounting and law firms specializing in these transactions.

 
Long Island Business News singled out Manager David Oksenhorn in an editorial about the paper's 2016 Millennial Awards.


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Long Island Business News singled out Manager David Oksenhorn in an editorial about the paper's 2016 Millennial Awards.

Millennials are coming of age and the evidence is all over Long Island. They are being sought after for their skills, as consumers and homeowners and, even, community leadership. And they're delivering.

 
Inside Public Accounting reported on Ronald Storch rejoining Marcum as chief operating officer.


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Inside Public Accounting reported on Ronald Storch rejoining Marcum as chief operating officer.

New York-based Marcum announced that Ronald Storch has rejoined the firm as partner and COO of the firm, ranked No. 16 on the 2016 IPA 100 list of largest firms in the country.

 
The Huffington Post spoke with Assurance Services Partner Kim Lamplough for their story on the challenges of taking a company public.


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The Huffington Post spoke with Assurance Services Partner Kim Lamplough for their story on the challenges of taking a company public.

Taking a private company public is nothing short of building a new company on top of an existing company. In the same manner that the private company was built, through careful planning, persistence and the ability to adapt, the creation of the new public requires the same degree, if not more, of the same elements.

 
NBC News spoke with Tax & Business Services leader Joe Perry about Vice Presidential Candidate Mike Pence's tax return.


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NBC News spoke with Tax & Business Services leader Joe Perry about Vice Presidential Candidate Mike Pence's tax return.

Republican vice presidential nominee Mike Pence released 10 years of tax returns on Friday evening, a disclosure that Donald Trump, his partner on the Republican ticket, has so far declined to make.

 
Inside Public Accounting reported on Marcum’s seven new partners.


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Inside Public Accounting reported on Marcum’s seven new partners.

New York-based Marcum (FY15 net revenue of $412 million) announced seven new partners from within the firm’s ranks.

 
Institutional Investor's Alpha highlighted Marcum's Alternative Investment Group practice in an article about servicing hedge funds.


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Institutional Investor's Alpha highlighted Marcum's Alternative Investment Group practice in an article about servicing hedge funds.

Competition between midsize accounting and auditing firms and the Big Four is an ongoing struggle in which critical ground can be lost or gained daily.

 
Tax Partner Robert Spielman contributes a tax advice column to City News magazine in South Florida.


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Tax Partner Robert Spielman contributes a tax advice column to City News magazine in South Florida.

If you are like most people, you have cardboard boxes or envelopes stored in your attic or basement with years of tax returns, receipts, Form 1099's, W-2's, and similar tax and personal documentation.

 
Security magazine interviewed Partner Ron Friedman for an article about retail loss prevention.


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Security magazine interviewed Partner Ron Friedman for an article about retail loss prevention.

Retail theft is a billion-dollar enterprise riding a steady upward trend. It requires adoption of all available tools and technologies and an intimate understanding of the weaknesses and vulnerabilities within the supply and sales channels of its operation.

 
Buyouts magazine featured Alternative Investments Group leader Beth Wiener in


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Buyouts magazine featured Alternative Investments Group leader Beth Wiener in "Need to Meet."

Beth Wiener joined Marcum LLP in 1995, a year or two before the firm took on its first private equity project. "We got in the industry at the right time," she said. "The late '90s was really when funds were taking off."

 
Partner Steve Silberman was quoted by the Chicago Tribune in an article about community association budgeting.


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Partner Steve Silberman was quoted by the Chicago Tribune in an article about community association budgeting.

As summer comes to a close and schools reopen, the time has come for community association boards and finance committees to start working on next year's budget. Most associations have only assessment income, which is paid usually monthly by the individual owners.

 
Accounting Today reported Marcum's industry leadership in SEC auditing for the second quarter.


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Accounting Today reported Marcum's industry leadership in SEC auditing for the second quarter.

Top 20 Firm Marcum LLP led the second-quarter rankings among large firms for new Securities and Exchange Commission audit clients, bringing on 11 and netting nine.

 
Newsday quoted Long Island Partner-in-Charge Carolyn Mazzenga about using Snapchat's geotarget filter at the 2016 Marcum Workplace Challenge.


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Newsday quoted Long Island Partner-in-Charge Carolyn Mazzenga about using Snapchat's geotarget filter at the 2016 Marcum Workplace Challenge.

Snapchat launched its on-demand geofilters for individuals and businesses in February. The program lets users create custom overlays and define the area in which they will appear.

 
Partner Janis Cowhey discusses the new tax treatment of mortgage interest, with Bloomberg News.


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Partner Janis Cowhey discusses the new tax treatment of mortgage interest, with Bloomberg News.

There are plenty of reasons to get married. Your taxes may not be one of them. Some couples - generally those with one person who earns far more than the other - will see their tax bills fall after marriage.

 
Article from Joe Natarelli, national leader of the Construction Services Practice group, and Anirban Basu, chief construction economist, appeared in the July/August issue of Construction Accounting & Taxation.


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Article from Joe Natarelli, national leader of the Construction Services Practice group, and Anirban Basu, chief construction economist, appeared in the July/August issue of Construction Accounting & Taxation.

Partially lost amidst all the discussion of Brexit and volatile financial markets is evidence that the U.S. economy continues to expand. Construction remains one of the economy's busier segments, with many contractors continuing to report lengthy backlog and steady to expanding profit margins.

 
Accounting Today reported on the record results of the 2016 Marcum Workplace Challenge.


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Accounting Today reported on the record results of the 2016 Marcum Workplace Challenge.

A record 223 Long Island companies and organizations fielded teams for the 2016 Marcum Workplace Challenge run-walk for charity at Jones Beach State Park on July 26.

 
South Florida Business Journal quoted Jana Aristizabal, senior manager in the Miami Tax Department, in an article about new accounting rules for employee overtime.


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South Florida Business Journal quoted Jana Aristizabal, senior manager in the Miami Tax Department, in an article about new accounting rules for employee overtime.

While business owners throughout the country scrambled to get their ducks in a row before the update of federal labor laws, South Florida business leaders gathered to make sense of the changes ahead.

 
Partner Ron Finkelstein explained the tax advantages of traditional vs. Roth IRAs.


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Partner Ron Finkelstein explained the tax advantages of traditional vs. Roth IRAs.

If you've started planning for retirement, or have even just started researching how to do it, it's very likely you've come across the acronym IRA, short for individual retirement arrangement (its formal IRS name), or, more commonly, the individual retirement account.

 
CNBC interviewed Partner Ron Friedman about retail pricing strategies.


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CNBC interviewed Partner Ron Friedman about retail pricing strategies.

The sky isn't falling. But that doesn't mean the department store space has suddenly been healed.

 
MBP Co-Managing Director Drew Bernstein talks with Stock News Now about investing in, and by, China.


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MBP Co-Managing Director Drew Bernstein talks with Stock News Now about investing in, and by, China.

Wall Street View with Drew Bernstein, Marcum LLP - What to Know about China and U.S. Relationship

 
Long Island Business News announced the record results of the 2016 Marcum Workplace Challenge run-walk for charity.


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Long Island Business News announced the record results of the 2016 Marcum Workplace Challenge run-walk for charity.

More than 12,000 runners, walkers and spectators attended the 2016 Marcum Workplace Challenge at Jones Beach State Park on July 26.

 
Inside Public Accounting reported on Marcum's leadership in SEC Client Audits and IPO Market Share


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Inside Public Accounting reported on Marcum's leadership in SEC Client Audits and IPO Market Share

The SEC practice of New York-based Marcum ended the first half of the year with the most net new SEC clients of any U.S. accounting firm and also led the profession in IPO audit market share among non-Big 4 firms.

 
Marcum and the Connecticut Technology Council announce the Marcum Tech Top 40 class of 2016.


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Marcum and the Connecticut Technology Council announce the Marcum Tech Top 40 class of 2016.

The Connecticut Technology Council (CTC) and Marcum LLP today announced the 2016 Marcum Tech Top 40, an annual recognition of the fastest growing technology companies in Connecticut.

 
Partner David Bukzin, national leader of Marcum's SEC Services Practice, talks IPOs with US News & World Report.


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Partner David Bukzin, national leader of Marcum's SEC Services Practice, talks IPOs with US News & World Report.

Any Hollywood mogul will tell you that certain givens apply when a star's latest film goes public – the media blitz, the slick promotions, the buzz buildup. While Wall Street sits on the opposite shore, companies ready for IPO time aren't all that much different.

 
Advisory Partner Ricardo Zayas discusses how he used forensic accounting to help solve an infamous murder mystery.


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Advisory Partner Ricardo Zayas discusses how he used forensic accounting to help solve an infamous murder mystery.

There are plenty of TV shows featuring doctors, lawyers, police officers, private detectives, judges, politicians, executives, athletes, inmates, journalists, bounty hunters, and teachers.

 
CNN Money talked with Drew Bernstein, co-managing partner of Marcum Bernstein & Pinchuk, about the complexities for foreign companies doing business in China.


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CNN Money talked with Drew Bernstein, co-managing partner of Marcum Bernstein & Pinchuk, about the complexities for foreign companies doing business in China.

It's no secret: Doing business in China can be tough.
Big foreign brands like Apple have fought to get a strong foothold in the country, despite significant regulatory and cultural barriers.

 
The CPA Journal quoted Senior Manager Kristin Pizzi Barishian in an article about generational priorities and what that means to Generation X professionals.


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The CPA Journal quoted Senior Manager Kristin Pizzi Barishian in an article about generational priorities and what that means to Generation X professionals.

On June 23, 2016, the citizens of the United Kingdom voted to leave the European Union.

 
Ilan Hirschfeld, partner-in charge of Marcum's New Jersey Advisory Services group, wrote about the subjective components of business valuations that every attorney should know, for New Jersey Law Journal.


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Ilan Hirschfeld, partner-in charge of Marcum's New Jersey Advisory Services group, wrote about the subjective components of business valuations that every attorney should know, for New Jersey Law Journal.

While the family business is often a family's most significant asset, it is also the most challenging to value.

 
Tax Partner Robert Spielman contributes a tax advice column to City News magazine in South Florida.


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Tax Partner Robert Spielman contributes a tax advice column to City News magazine in South Florida.

It is my pleasure to welcome you, to this my first column. The Editor and Publisher have asked me to contribute to this publication, so as to help inform you of important tax and personal financial planning issues on a regular basis.

 
Partner Michael Futterman, leader of Marcum's Governmental Services Practice for the Southeast Region, wrote about the government audit process for Quality Cities magazine.


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Partner Michael Futterman, leader of Marcum's Governmental Services Practice for the Southeast Region, wrote about the government audit process for Quality Cities magazine.

Governments are accountable for the use of resources provided by taxpayers. It is this accountability requirement that drives the financial statements government officers prepare on an ongoing and annual basis.

 
The Los Angeles Times asked Partner Ron Friedman for his thoughts about the declining Los Angeles jewelry market.


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The Los Angeles Times asked Partner Ron Friedman for his thoughts about the declining Los Angeles jewelry market.

Jewelry manufacturing in the district slowed in the 2000s, and since the 2008 recession, many sellers have struggled to survive in an industry whose lifeblood is the lure of luxury.

 
California Apparel News spoke with Partner Ron Friedman about the state of the retail industry.


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California Apparel News spoke with Partner Ron Friedman about the state of the retail industry.

Even though more people have jobs, wages are rising and gas prices are low, retailers have struggled this year to keep sales churning. Several big chains including Pacific Sunwear, Sports Authority, Sport Chalet and Aéropostale have filed for bankruptcy protection.

 
Partner Ron Friedman discussed the challenge facing Nordstrom to position itself for a rebound.


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Partner Ron Friedman discussed the challenge facing Nordstrom to position itself for a rebound.

In mid-August of last year, warning signs at the Seattle headquarters of Nordstrom Inc. first became apparent.

Up to that point, the upscale apparel retailer, with $14 billion in annual sales, had enjoyed several years of steady sales growth and expansion. Its stock had climbed to a record high of about $80 a share.

 
WCBS-TV invited Long Island Partner-in-Charge Carolyn Mazzenga to their studio to talk about this year's Marcum Workplace Challenge at Jones Beach.


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WCBS-TV invited Long Island Partner-in-Charge Carolyn Mazzenga to their studio to talk about this year's Marcum Workplace Challenge at Jones Beach.

WCBS-TV invited Long Island Partner-in-Charge Carolyn Mazzenga to their studio to talk about this year's Marcum Workplace Challenge at Jones Beach.

 
The Providence Business News interviewed Tax Partner David Fontaine about tax changes in the state's 2017 budget.


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The Providence Business News interviewed Tax Partner David Fontaine about tax changes in the state's 2017 budget.

David Fontaine has been closely monitoring the tax changes made in the recently approved fiscal 2017 state budget and talks with Providence Business News about how those changes will affect businesses in Rhode Island.

 
Boston Business Journal interviewed Tax Partner Paul Graney about the taxation of corporate trustees in the state of Massachusetts.


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Boston Business Journal interviewed Tax Partner Paul Graney about the taxation of corporate trustees in the state of Massachusetts.

Massachusetts can tax Bank of America as an inhabitant of the Bay State even though it is based in North Carolina, the Supreme Judicial Court ruled Monday in a case that drew attention from national and local banking industry groups.

 
Jose Antigua, a senior manager in Marcum's IT Risk Assurance Services department, spoke with South Florida Business & Wealth magazine about reducing the odds of a cyberattack.


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Jose Antigua, a senior manager in Marcum's IT Risk Assurance Services department, spoke with South Florida Business & Wealth magazine about reducing the odds of a cyberattack.

If you're worried about hackers launching a cyberattack against your business, your concerns are far from unfounded. In our increasingly high-tech world, there are too many bad guys out there devising myriad ways to infiltrate your company's most valuable information.

 
The Hartford Business Journal published an article by Tax Partners Michael D'Addio and Andrew Ebneter, discussing 2017 tax changes for businesses and individuals in Connecticut.


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The Hartford Business Journal published an article by Tax Partners Michael D'Addio and Andrew Ebneter, discussing 2017 tax changes for businesses and individuals in Connecticut.

For this week's Friday Focus, we feature a Q&A on tax changes coming starting July 1 because of the new state budget. We spoke with Andrew Ebneter, CPA, Tax & Business Services Partner, State & Local Tax Practice Group, and, Michael D'Addio, JD, Tax & Business Services Principal at Marcum LLP.

 
Senior Manager Kellan McConnell discussed the new lease accounting standards with the Orange County Business Journal.


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Senior Manager Kellan McConnell discussed the new lease accounting standards with the Orange County Business Journal.

Numerous changes occur in the U.S. financial accounting and reporting standards each year, but only a handful affect every company—large or small, technology-based or traditional service providers—and one of those takes effect soon.

 
International Tax Co-Leader Doug Nakajima authored an article about new Section 385 regulations governing the classification of corporate debt, for Bloomberg BNA's Daily Tax Report.


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International Tax Co-Leader Doug Nakajima authored an article about new Section 385 regulations governing the classification of corporate debt, for Bloomberg BNA's Daily Tax Report.

Douglas Nakajima of Marcum LLP looks at the operation of the IRS proposed rules (REG-108060-15) that would allow related-party corporate debt to be reclassified as equity, along with implications and considerations for affected taxpayers if they are made final.

 
Advisory Services Partner-in-Charge Jim Ashe and Family Wealth Services Partner-in-Charge Carolyn Mazzenga talked with Forbes podcaster Alli Breen about the accounting business, for her series Uncommon Ground.


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Advisory Services Partner-in-Charge Jim Ashe and Family Wealth Services Partner-in-Charge Carolyn Mazzenga talked with Forbes podcaster Alli Breen about the accounting business, for her series Uncommon Ground.

In episode 7 of “Uncommon Ground,” Carolyn Mazzenga, the Partner-in-Charge of the Melville, New York office, and Jim Ashe, Partner-in-Charge of the Firm's Advisory Services division, discuss how females can move forward in accounting.

 
Tax Partner Janis Cowhey talked with Forbes about the importance for unmarried couples living together to plan for how expenses will be handled.


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Tax Partner Janis Cowhey talked with Forbes about the importance for unmarried couples living together to plan for how expenses will be handled.

Shacking up before marriage is the new normal: more than 65 percent of first marriages today start out with the couple living together, according to research cited in "Cohabitation: Recent Research and Implications," a literature review.

 
International Tax Co-Leader Mark Chaves discussed the benefits of harvesting tax losses that may result from


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International Tax Co-Leader Mark Chaves discussed the benefits of harvesting tax losses that may result from "Brexit," with CNBC.

There's a potential silver lining after watching a portion of your investment account get wiped away following the U.K. vote to leave the European Union.

 
Tax Partner spoke with NJBiz about business taxation in New Jersey, following the departure of hedge fund manager David Tepper from the state's tax rolls.


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Tax Partner spoke with NJBiz about business taxation in New Jersey, following the departure of hedge fund manager David Tepper from the state's tax rolls.

Billionaire hedge fund manager David Tepper, formerly New Jersey's wealthiest resident, filed for a legal change of residency last year. He is now a Florida resident.

 
Consumer Reports quoted Partner Janis Cowhey in an article about how same-sex marriage has changed couples' finances.


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Consumer Reports quoted Partner Janis Cowhey in an article about how same-sex marriage has changed couples' finances.

When the Supreme Court legalized same-sex marriage nationwide on June 26 of last year, many others also got access to financial benefits that only heterosexual married couples previously enjoyed. Likewise, their marriages have also led to new financial challenges in some cases, including being subject to what's sometimes known as the "marriage penalty" tax.

 
International Tax Co-Leader Mark Chaves spoke with South Florida Business Journal about Brexit might impact Florida's tourism industry.


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International Tax Co-Leader Mark Chaves spoke with South Florida Business Journal about Brexit might impact Florida's tourism industry.

The United Kingdom's vote to leave the European Union will likely deal a blow to Florida's tourism industry, according to Chief Economist for the Florida Chamber Foundation Jerry Parrish.

 
Accounting Today featured the first annual Marcum Women's Forum, which will take place September 26 in New York City.


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Accounting Today featured the first annual Marcum Women's Forum, which will take place September 26 in New York City.

Marcum, the national accounting and advisory services firm, announced this week their first annual Marcum Women's Forum, entitled "Safe And Sound: Smart Choices for Savvy Women," being held September 26, 2016, in New York City.

 
CNBC.com quoted Senior Manager Don Crotty in an article about tax credits for summer camp and day care fees.


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CNBC.com quoted Senior Manager Don Crotty in an article about tax credits for summer camp and day care fees.

Thanks to the Child and Dependent Care Credit, you may receive a credit when you file your return for up to 35 percent of $3,000 in child care and camp costs for one child or $6,000 for two or more children, depending on your income.

 
Partner Ron Friedman was quoted by the Los Angeles Times in a story about trends in retail malls to meet the demands of today's online-savvy shoppers.


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Partner Ron Friedman was quoted by the Los Angeles Times in a story about trends in retail malls to meet the demands of today's online-savvy shoppers.

Hoping to draw big spenders and compete with high-end malls, Universal Studios has announced plans for the first major face-lift of its shopping and dining district in more than 15 years.

 
Marcum's national healthcare leader Matt Bavolack wrote about the trends that will shape tomorrow's nursing homes, for the Hartford Business Journal.


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Marcum's national healthcare leader Matt Bavolack wrote about the trends that will shape tomorrow's nursing homes, for the Hartford Business Journal.

With close to 15,600 long-term care providers operating throughout the country and a continually changing regulatory environment, providers face a variety of operational and compliance challenges.

 
Nanette Lee Miller, West Coast partner-in-charge of Assurance Services and national leader of Marcum's Modern Family & LGBT Services Practice, was named an Outstanding Voice in the San Francisco Business Times's Business of Pride Issue.


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Nanette Lee Miller, West Coast partner-in-charge of Assurance Services and national leader of Marcum's Modern Family & LGBT Services Practice, was named an Outstanding Voice in the San Francisco Business Times's Business of Pride Issue.

Nanette Lee Miller discussed the LGBT community's accomplishments and challenges still ahead in this video clip. With more than 30 years of experience in public accounting, Miller has been a frequent speaker about tax planning and personal finance for same-sex couples and other non-traditional families.

 
Marcum's merger with Lautze & Lautze was reported in the San Francisco Business Times.


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Marcum's merger with Lautze & Lautze was reported in the San Francisco Business Times.

Marcum said that Lautze & Lautze CPAs & Financial Advisors, with offices in San Francisco and San Jose, has merged into Marcum.

 
Managing Partner Jeffrey Weiner spoke with Long Island Business News about the business of mergers and acquisitions in the accounting industry.


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Managing Partner Jeffrey Weiner spoke with Long Island Business News about the business of mergers and acquisitions in the accounting industry.

As some accounting firms go national, they are devoting more resources toward locating and linking up with merger partners.

 
Construction Partner-in-Charge Joe Natarelli and Chief Economist Anirban Basu wrote about the importance of increasing diversity in the national construction workforce, in an article for the May/June issue of Construction Accounting & Taxation.


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Construction Partner-in-Charge Joe Natarelli and Chief Economist Anirban Basu wrote about the importance of increasing diversity in the national construction workforce, in an article for the May/June issue of Construction Accounting & Taxation.

Americans are deeply divided on many issues - something that has become increasingly apparent during the ongoing presidential election cycle. The dimensions along which these divisions persist are perhaps too numerous to mention but include positions on immigration, international trade, the 1 percent, the Affordable Care Act, women's health, the minimum wage, affordable housing, and personal and corporate tax rates.

 
Long Island Business News reported Marcum's merger with Lautze & Lautze CPAs.


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Long Island Business News reported Marcum's merger with Lautze & Lautze CPAs.

Marcum, an accounting and advising firm with large Long Island operations, has expanded in California by merging a smaller firm into its operations.

 
California Firm Lautze & Lautze Merges Into Marcum LLP Featured in CPA Practice Advisor


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California Firm Lautze & Lautze Merges Into Marcum LLP Featured in CPA Practice Advisor

The national accounting firm Marcum LLP has acquired Lautze & Lautze CPAs & Financial Advisors, a full-service accounting firm with offices in San Francisco and San Jose, California. The firm, it's staff and clients will be merged into Marcum's practice, which has offices in Irvine, L.A. and San Francisco, California.

 
Lautze & Lautze CPAs Merges into Marcum LLP featured in Inside Public Accounting


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Lautze & Lautze CPAs Merges into Marcum LLP featured in Inside Public Accounting

San Francisco-based Lautze & Lautze CPAs & Financial Advisors has merged into New York-based Marcum LLP effective June 1.

 
Marcum Merges in Lautze & Lautze featured in AccountingToday


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Marcum Merges in Lautze & Lautze featured in AccountingToday

Marcum LLP has merged in Lautze & Lautze CPAs & Financial Advisors, an accounting firm in San Francisco and San Jose, Calif., effective June 1.

 
Equities.com interviewed SEC Services Partner-in-Charge David Bukzin about the 2016 Marcum MicroCap Conference.


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Equities.com interviewed SEC Services Partner-in-Charge David Bukzin about the 2016 Marcum MicroCap Conference.

For small and emerging growth companies in the $500 million and under market cap space, the capital markets can tend to be some tough waters to navigate. In recent years, a combination of regulatory and market dynamics has squeezed some much-needed resources of out this segment of the economy, leaving companies - which make up the majority of the public markets - in the lurch.

 
Tax & Business Services Partner Paul Graney discussed sales tax nexus in Connecticut with the Hartford Business Journal.


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Tax & Business Services Partner Paul Graney discussed sales tax nexus in Connecticut with the Hartford Business Journal.

Connecticut's tax commissioner and other officials want to write the next chapter in an ongoing push to collect tax revenue from online companies and others located outside the state.

 
Carolyn Mazzenga offers advice about what to look for in a mentor, in Inc. Magazine's Playbook video series.


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Carolyn Mazzenga offers advice about what to look for in a mentor, in Inc. Magazine's Playbook video series.

Inc. posted segment #5 of its video interview with Carolyn Mazzenga, partner-in-charge of Marcum's High Net Worth Practice group, for the magazine's Playbook series.

 
Partner Lisa Delfini discussed the new revenue recognition reporting requirement with Compliance Week.


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Partner Lisa Delfini discussed the new revenue recognition reporting requirement with Compliance Week.

Like the proverbial elephant in the room, that massive new accounting standard on revenue recognition is still waiting to be reckoned with at most public companies.

 
Senior Manager Marilyn Mines wrote an article about the importance of communication in the skilled nursing facility environment, for Billing Alert for Long-Term Care.


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Senior Manager Marilyn Mines wrote an article about the importance of communication in the skilled nursing facility environment, for Billing Alert for Long-Term Care.

Communication is known to be the Achilles' heel of the SNF. Many errors in the business office can be traced back to poor communication.

 
Senior Manager Kristin Pizzi spoke with Sum News, the flagship publication of the Massachusetts CPA Society, about the rigors of training for the Boston Marathon during the height of busy season.


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Senior Manager Kristin Pizzi spoke with Sum News, the flagship publication of the Massachusetts CPA Society, about the rigors of training for the Boston Marathon during the height of busy season.

Were you exhausted after tax season? Try training for the Boston Marathon while working late nights and weekends. Just ask Kristin Pizzi, CPA, who ran in the 2014 Boston Marathon.

 
Long Island Partner-in-Charge Carolyn Mazzenga discusses the importance of your employees in Inc. Magazine's Playbook video series


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Long Island Partner-in-Charge Carolyn Mazzenga discusses the importance of your employees in Inc. Magazine's Playbook video series

Inc. posted segment #4 of its video interview with Carolyn Mazzenga, partner-in-charge of Marcum's High Net Worth Practice group, for the magazine's Playbook series

 
Marcum's Alternative Investments Group was singled out in HFMWeek.com's AlphaPipe/HFMWeek-Service Provider Snapshot, for the first quarter of 2016.


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Marcum's Alternative Investments Group was singled out in HFMWeek.com's AlphaPipe/HFMWeek-Service Provider Snapshot, for the first quarter of 2016.

In the audit table Marcum performed well, moving up to eleventh in the table as it boosted its fund count by 13.5% to 59 and increased its RAuM to $13.6bn.

 
Tax Partner Diane Giordano discussed travel and entertainment expense reporting with Long Island Business News.


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Tax Partner Diane Giordano discussed travel and entertainment expense reporting with Long Island Business News.

As a steady surge of business trips are being logged across the country, business owners should review their travel and entertainment policies. Accountants advise taking a careful look at guidelines for employee reimbursements, expense reports, spending limits and uncovering fraud.

 
Publishers Weekly spoke with Tax & Business Services Partner Rob Pesce about when and why it makes sense for independent authors to consider forming a business entity.


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Publishers Weekly spoke with Tax & Business Services Partner Rob Pesce about when and why it makes sense for independent authors to consider forming a business entity.

With the recent end of tax season, many self-published authors have likely done some thinking about whether they could be saving more money or better protecting themselves from IRS scrutiny. They may have heard from their accountant or other authors that they can do just that by formalizing their publishing work under a business entity.

 
Long Island Partner-in-Charge Carolyn Mazzenga discusses what employers look for in hiring in Inc. Magazine's Playbook video series


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Long Island Partner-in-Charge Carolyn Mazzenga discusses what employers look for in hiring in Inc. Magazine's Playbook video series

Inc. Magazine posted the third installment of its video interview with Long Island Partner-in-Charge Carolyn Mazzenga, for its Playbook series.

 
National Retail & Consumer Products Leader Ron Friedman discussed the rise of concept stores with Fortune magazine.


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National Retail & Consumer Products Leader Ron Friedman discussed the rise of concept stores with Fortune magazine.

Lululemon Athletica's core focus for nearly 20 years can be summed up neatly: it sold apparel meant to function in the world of sweat. Geared for yoga, studio classes and running, the brand's most popular tights and tops were meant to make you look fashionable during a workout.

 
Firmwide Tax Partner-in-Charge Joe Perry spoke about 2016 tax planning and the new tax bracket thresholds, for Newsday's 2015 Tax Day Story.


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Firmwide Tax Partner-in-Charge Joe Perry spoke about 2016 tax planning and the new tax bracket thresholds, for Newsday's 2015 Tax Day Story.

Today's the deadline for filing tax returns, so there's not much you can do now about your 2015 refund or underpayment. But experts say it's not too early to start thinking about 2016 taxes - and to take steps to make sure you pay your fair share and no more.

 
The Los Angeles Times quoted Tax & Business Services Partner Paul Graney in a story about the use of limited liability corporations to obscure ownership identity.


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The Los Angeles Times quoted Tax & Business Services Partner Paul Graney in a story about the use of limited liability corporations to obscure ownership identity.

Delaware and Nevada aren't the only states where it's possible to set up a company without saying who owns it. In California, too, owners can set up a limited liability company, or LLC, without telling state officials who's behind the curtain.

 
Long Island Partner-in-Charge Carolyn Mazzenga discusses accessing capital sources in Inc. Magazine's Playbook video series


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Long Island Partner-in-Charge Carolyn Mazzenga discusses accessing capital sources in Inc. Magazine's Playbook video series

Inc. Magazine posted a second segment of its interview with Long Island Partner-in-Charge Carolyn Mazzenga, for its Playbook video series. In this piece, Carolyn discusses accessing capital sources.

 
Senior Manager Kevin Baker's article for The Legal Intelligencer discusses modern encryption systems and why passwords matter.


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Senior Manager Kevin Baker's article for The Legal Intelligencer discusses modern encryption systems and why passwords matter.

The FBI's request for Apple to unlock the San Bernardino, California, shooter's iPhone, as well as requests in other cases, has increased the media frenzy surrounding data security, passwords, privacy and our rights under the Constitution. Passwords are convenient and the most commonly used method to secure data, but simple steps must be taken to mitigate their inherent weaknesses

 
Janet Potter, advisory services senior manager, was quoted by McKnight's in article about Medicare compliance standards for skilled nursing facilities.


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Janet Potter, advisory services senior manager, was quoted by McKnight's in article about Medicare compliance standards for skilled nursing facilities.

Skilled nursing providers should be prepared for managed care to drill down on Medicare Part A residents, creating the potential for major financial problems, a long-term care expert warned on Tuesday.

 
Senior Tax Manager Joe Mecagni wrote about 1031 exchanges for the New England Real Estate Journal.


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Senior Tax Manager Joe Mecagni wrote about 1031 exchanges for the New England Real Estate Journal.

Generally, taxpayers pay tax on property they sell at a gain. A tax-deferred exchange under Section 1031 offers a great opportunity to delay capital gains taxes and build wealth. However, if not done correctly, taxpayers may be subject to tax, interest and penalties at the time of transaction.

 
Tax Partner Dane Dickler discussed best practices for entrepreneurs, for Commerce magazine's cover story on free enterprise.


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Tax Partner Dane Dickler discussed best practices for entrepreneurs, for Commerce magazine's cover story on free enterprise.

Understandably, entrepreneurs are more focused on implementing an idea and growing their business in the initial years, but neglect their accounting and tax filing responsibilities.

 
National Construction Leader Joe Natarelli and Chief Construction Economist Anirban Basu kicked off their 2016 article series for Construction Accounting & Taxation, in the March-April issue.


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National Construction Leader Joe Natarelli and Chief Construction Economist Anirban Basu kicked off their 2016 article series for Construction Accounting & Taxation, in the March-April issue.

The prior three recoveries lasted 95 months on average - this one is 80 months old already. Meanwhile, the Japanese economy is so weak that the nation's central bank recently opted to copy the European model and introduce negative interest rates. Emerging economies like Turkey, Russia, and Brazil also continue to stumble, leaving the United States, India, and a handful of others to support global economic expansion.

 
Advisory Services Partner Ilan Hirschfeld discusses the complexities of preserving a trust fund during divorce, with Barron's Penta.


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Advisory Services Partner Ilan Hirschfeld discusses the complexities of preserving a trust fund during divorce, with Barron's Penta.

There's nothing like a nasty divorce to chip away at a family's wealth. Trusts, of course, are the classic tool to protect assets from a grasping spouse, but don't delude yourself into thinking they are fail-proof.

 
Marcum's Alternative Investment Group Ranks Among the Top 5 Hedge Fund Service Providers in the Nation


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Marcum's Alternative Investment Group Ranks Among the Top 5 Hedge Fund Service Providers in the Nation

The Alternative Investment Group at Marcum LLP has been ranked among the top 5 hedge fund service providers in accounting. Institutional Investor's prestigious Alpha Awards honor accounting firms that excel in five aspects of service, including client service, hedge fund expertise, regulatory & compliance, audit and tax.

 
Carolyn Mazzenga, Long Island partner-in-charge, participated in Inc. Magazine’s Playbook video series.


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Carolyn Mazzenga, Long Island partner-in-charge, participated in Inc. Magazine’s Playbook video series.

Carolyn Mazzenga, Long Island partner-in-charge, participated in Inc. Magazine’s Playbook video series. In the first segment, she discusses the importance for entrepreneurs of working with a tax professional.

 
SEC Practice Leader David Bukzin was quoted by Equities.com in its coverage of the IPO Readiness Panel at the 28th Annual ROTH Conference.


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SEC Practice Leader David Bukzin was quoted by Equities.com in its coverage of the IPO Readiness Panel at the 28th Annual ROTH Conference.

The IPO Readiness Panel at the 28th Annual ROTH Conference Tuesday pulled no punches in laying out the daunting task of going public. Long recognized as a sign that a company has truly arrived on the scene, the panel Tuesday made it clear that going public for the wrong reasons was only going to create headaches.

 
Tax & Business Services Partner Dane Dickler discussed tax strategies for managing cash flow, with the editors of Capital One's


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Tax & Business Services Partner Dane Dickler discussed tax strategies for managing cash flow, with the editors of Capital One's "Spark Business IQ."

Small business owners know a larger than expected tax bill could put a wrench in their company's cash flow management, a scenario everyone is eager to avoid.

 
Tax & Business Services Partner-in-Charge Joseph Perry explains to Crain's New York Business how Donald Trump could qualify for the STAR credit.


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Tax & Business Services Partner-in-Charge Joseph Perry explains to Crain's New York Business how Donald Trump could qualify for the STAR credit.

One of the enduring mysteries of Donald Trump is just how much wealth he has. Forbes pegs his net worth at $4.5 billion, while Bloomberg News puts it at $2.9 billion. The GOP front-runner himself has said he's "really rich."

 
Crain's New York Business spoke with National Tax Leader Joe Perry about how Donald Trump qualified for a tax break intended for low- and middle-income New Yorkers.


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Crain's New York Business spoke with National Tax Leader Joe Perry about how Donald Trump qualified for a tax break intended for low- and middle-income New Yorkers.

One of the enduring mysteries of Donald Trump is just how much wealth he has. Forbes pegs his net worth at $4.5 billion, while Bloomberg News puts it at $2.9 billion. The GOP front-runner himself has said he's "really rich."

 
Commercial Construction & Renovation reported on the findings of Marcum's 2015 annual construction jobs survey analysis.


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Commercial Construction & Renovation reported on the findings of Marcum's 2015 annual construction jobs survey analysis.

The Construction Services Practice of Marcum LLP, a top national accounting and advisory firm, today released the results of its third annual analysis of construction industry employment trends, based on the Bureau of Labor Statistics' Job Openings and Labor Turnover (JOLT) Survey.

 
CNBC.com talked with Retail Practice Leader Ron Friedman about the state of business for teen retailers.


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CNBC.com talked with Retail Practice Leader Ron Friedman about the state of business for teen retailers.

Any late '90s or early 2000s teen is familiar with the sense of "cool" they felt when wearing an Abercrombie & Fitch-branded tee, or while bopping around the mall with a Wet Seal shopping bag. Fast forward roughly two decades, and these once high-flying teen retailers are showing signs that they're finally starting to recapture some of the mojo they lost to fast-fashion rivals.

 
Article Co-Authored by Karen Connair, Tax & Business Services Partner,


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Article Co-Authored by Karen Connair, Tax & Business Services Partner, "What to Do about Financial Literacy in America," Featured in California CPA.

Financial literacy is not a new topic in the United States. In 1787, John Adams wrote a letter to Thomas Jefferson, articulating the same issue we face today: ‘In the centuries that followed, the United States, the richest nation in the world, should have produced a financially literate populace to match its global stature. The sobering fact is that this has not happened.”

 
Matthew Bavolack, national leader of Marcum's Healthcare Industry group, discusses how a compensation analysis for a nursing home chain helped improve the company's financial performance, for Commerce magazine.


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Matthew Bavolack, national leader of Marcum's Healthcare Industry group, discusses how a compensation analysis for a nursing home chain helped improve the company's financial performance, for Commerce magazine.

A New Jersey nursing home chain with facilities in multiple states is unable to determine why several facilities continue to underperform financially, despite having an acceptable payer mix.

 
Advisory Services Senior Manager Janet Potter advises Skilled Nursing Facilities to have a strategy for integrating Medicare's PEPPER data into their corporate compliance programs, in an article for HCPro' s Billing Alert for Long-Term Care.


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Advisory Services Senior Manager Janet Potter advises Skilled Nursing Facilities to have a strategy for integrating Medicare's PEPPER data into their corporate compliance programs, in an article for HCPro' s Billing Alert for Long-Term Care.

Every spring, CMS makes available the Program for Evaluating Payment Patterns Electronic Report (PEPPER) for SNFs. The agency offers variant reports for a number of other Part A provider types, including hospitals, home health agencies, and hospices.

 
Tax & Business Services Partner-in-Charge Joseph Perry discussed tax deductibility for Donald Trump with the Wall Street Journal.


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Tax & Business Services Partner-in-Charge Joseph Perry discussed tax deductibility for Donald Trump with the Wall Street Journal.

Donald Trump has put his wealth and the success of his business empire at the center of his presidential campaign. But what if the complexity of that enterprise—packed with opportunities for write-offs and deferred profits—means he reports relatively little taxable income?

 
Connecticut Tax Partner-in-Charge Brett McGrath and Tax Principal Michael D'Addio discussed Marcum's talent bench during busy season with the Hartford Business Journal.


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Connecticut Tax Partner-in-Charge Brett McGrath and Tax Principal Michael D'Addio discussed Marcum's talent bench during busy season with the Hartford Business Journal.

Tax season is always hectic for accounting firms — which for years have called in temporary reinforcements, from college interns to experienced freelance tax professionals to help manage the load — but the window for the work is getting more compressed, according to one tax veteran.

 
New Jersey Business turned to Tax Partner Dane Dickler for insight into the risks of leaving a corporate job to become an entrepreneur.


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New Jersey Business turned to Tax Partner Dane Dickler for insight into the risks of leaving a corporate job to become an entrepreneur.

For many individuals in the corporate world, it may be tempting to leave a job and venture out to start a business. However, it can be a big undertaking and there are many factors to consider when doing so. According to outlets like Fortune, Forbes and various industry reports, approximately 70 to 90 percent of startups fail within the first five years.

 
Southeast Partner-in-Charge Michael Balter shared his insights in an accounting Q&A with the South Florida Business Journal.


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Southeast Partner-in-Charge Michael Balter shared his insights in an accounting Q&A with the South Florida Business Journal.

Firm executives discuss the state of South Florida's diverse accounting sector.

 
Tax Partner Peter Buell is quoted by Long Island Business News in an article about New York State's Property Tax Freeze Credit rebate.


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Tax Partner Peter Buell is quoted by Long Island Business News in an article about New York State's Property Tax Freeze Credit rebate.

When it comes to property tax rebates (although they're technically being called “credits”) for many homeowners, it turns out the check lately has been in the mail.

 
NJBIZ discussed two of Marcum's recruiting incentives in an article about the challenges of staffing in the accounting industry.


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NJBIZ discussed two of Marcum's recruiting incentives in an article about the challenges of staffing in the accounting industry.

As if the pressure for accounting majors to pass the CPA exam after graduation weren't stressful enough, students with big-firm aspirations are sweating out the recruitment process in their sophomore year of undergrad.

 
Long Island Business News quoted Tax Partner Peter Buell in an article about 1031 exchanges and the recovering real estate market.


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Long Island Business News quoted Tax Partner Peter Buell in an article about 1031 exchanges and the recovering real estate market.

As the real estate market has strengthened, Long Island accountants find themselves working on more Section 1031 exchanges.

 
Senior Alex Clark was featured by NJBiz in an article discussing the challenges of sitting for the CPA exam.


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Senior Alex Clark was featured by NJBiz in an article discussing the challenges of sitting for the CPA exam.

His friends enjoyed their summer after graduation vacationing or partying at a rental on the Jersey Shore.

 
San Francisco Partner-in-Charge Hugh Tama discussed the growth of Marcum's professional team with the San Francisco Business Times.


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San Francisco Partner-in-Charge Hugh Tama discussed the growth of Marcum's professional team with the San Francisco Business Times.

The Bay Area's booming tech industry has made for more companies with books to audit and management teams to consult, and expanded the need for outside advice on topics like cybersecurity and digital marketing strategy.

 
California Partner-in-Charge Philip Wilson discussed Marcum's national expansion with the San Francisco Business Times.


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California Partner-in-Charge Philip Wilson discussed Marcum's national expansion with the San Francisco Business Times.

Like visiting the dentist or getting an oil change, accounting firm clients tend to view having their books periodically audited as a necessary evil. And it's one they'd prefer to pay as little for as feasible.

 
The Philadelphia Business Journal featured an interview with Philadelphia Partner-in-Charge Jeffrey Zudeck, in an article about Marcum's rapid growth.


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The Philadelphia Business Journal featured an interview with Philadelphia Partner-in-Charge Jeffrey Zudeck, in an article about Marcum's rapid growth.

When New York-based accounting and consulting firm Marcum completed its second major acquisition in the Philadelphia market in December by acquiring Smart Devine & Co., it added 85 professionals six years after entering the Philadelphia market through buying 70-person Bala Cynwyd-based Margolis & Co.

 
The Los Angeles Times quoted Assurance Partner Ron Friedman, national leader of Marcum's Retail & Consumer Products group, in an article about the upgrading of the Beverly Center shopping mall.


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The Los Angeles Times quoted Assurance Partner Ron Friedman, national leader of Marcum's Retail & Consumer Products group, in an article about the upgrading of the Beverly Center shopping mall.

Malls have typically undergone occasional face-lifts to remain relevant to shoppers, but now these changes are crucial, analysts said. Many shopping centers must upgrade or face possible extinction.

 
Commercial Construction & Renovation reported on the Marcum Commercial Construction Index for the fourth quarter of 2015.


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Commercial Construction & Renovation reported on the Marcum Commercial Construction Index for the fourth quarter of 2015.

Nonresidential construction spending fell in December 2015 but concluded with a year-over-year gain, reports the Marcum Commercial Construction Index for Fourth Quarter 2015. The national accounting firm's chief construction economist, Anirban Basu, who authored the report, attributed the month-over-month dip to depressed construction materials prices, while pointing to expanding backlogs and a new federal highway bill as reasons for optimism.

 
Alternative Investment Assurance Partner Art Brown was interviewed by the Wall Street Journal's Morning Risk Report, about the importance of properly vetting accredited investors.


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Alternative Investment Assurance Partner Art Brown was interviewed by the Wall Street Journal's Morning Risk Report, about the importance of properly vetting accredited investors.

Individual investors have freer access to private offerings of securities thanks to the 2012 Jumpstart Our Business Startups Act but that doesn't mean regulators are turning a blind eye to who is being admitted to such investments.

 
Long Island Business News featured Tax & Business Services Partner Janis Cowhey in an article about business succession planning.


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Long Island Business News featured Tax & Business Services Partner Janis Cowhey in an article about business succession planning.

When people work hard for decades to build and grow a business, often their dearest ambition is for one or more of their children to take it over when they retire. Things don't always work out that way.

 
Long Island Business News turned to National Tax Partner-in-Charge Joseph Perry to understand New York State's new Metropolitan Transportation Authority business surcharge tax.


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Long Island Business News turned to National Tax Partner-in-Charge Joseph Perry to understand New York State's new Metropolitan Transportation Authority business surcharge tax.

Even as New York State cut its business taxes in a widely publicized effort to provide a more business-friendly climate, it has hiked the Metropolitan Transportation Authority business surcharge tax.

 
Tax & Business Services Partner Dane Dickler was quoted in the Millennial magazine article,


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Tax & Business Services Partner Dane Dickler was quoted in the Millennial magazine article, "Four Advisors Every Startup Needs on Speed Dial."

Over the years, it has become abundantly clear every successful business owner has 4 professional's acting as their core advisors and kept on their speed dial. The need for each varies, but all have a critical role to play in keeping a business owner focused on the important issues at hand – the business.

 
Marcum Leads Top Firms in Q4 Audit Clients, reports Accounting Today.


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Marcum Leads Top Firms in Q4 Audit Clients, reports Accounting Today.

Top 100 Firm Marcum took the top spot among large audit firms in bringing in new Securities and Exchange Commission audit clients in the fourth quarter of 2015, with with 11 new engagements and a net gain of six.

 
James Ashe, partner-in-charge of Advisory Services and national leader of Marcum's forensics practice, discusses how to protect against embezzlement with MSNBC's JJ Ramberg on


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James Ashe, partner-in-charge of Advisory Services and national leader of Marcum's forensics practice, discusses how to protect against embezzlement with MSNBC's JJ Ramberg on "Your Business."

Embezzlement is a sad reality for some small business owners. Many entrepreneurs have fallen victim regardless of their involvement in the day to day operations of their companies

 
Hartford Partner-in-Charge Michael Brooder writes about the benefits of new Regulation A+ for pre-IPO companies, in the Hartford Business Journal.


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Hartford Partner-in-Charge Michael Brooder writes about the benefits of new Regulation A+ for pre-IPO companies, in the Hartford Business Journal.

Remember when raising funds in the capital markets was only for large companies? Did you think the IPO process was too burdensome and only possible for companies raising large dollars?

 
Partner Paul Graney is quoted in a Boston Business Journal story about the tax incentive behind GE's relocation to Massachusetts.


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Partner Paul Graney is quoted in a Boston Business Journal story about the tax incentive behind GE's relocation to Massachusetts.

General Electric, a conglomerate on a scale rarely seen in American business, is many things. It's an energy company. It's a life sciences company. It's a software development firm as well as a financial services firm and manufacturer.

 
Joseph Perry, partner-in-charge of Tax & Business Services, points to interest rates as a savings motivator, in an article by Associated Press.


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Joseph Perry, partner-in-charge of Tax & Business Services, points to interest rates as a savings motivator, in an article by Associated Press.

Saving for retirement might seem like a luxury to Americans living paycheck to paycheck, but the government is trying to make it a bit easier.

 
Associated Press quotes Joseph Perry, partner-in-charge of Tax & Business Services, about identify theft and fraudulent tax returns.


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Associated Press quotes Joseph Perry, partner-in-charge of Tax & Business Services, about identify theft and fraudulent tax returns.

Identity theft continues to be a problem. Sometimes the first indication is a notice from the IRS that a tax return already has been filed with a taxpayer's Social Security number.

 
Inside Public Accounting features Marcum's New Philadelphia Leadership Team


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Inside Public Accounting features Marcum's New Philadelphia Leadership Team

New York-based Marcum (FY14 net revenue of $385 million) has named a new leadership team in its Philadelphia region, following the Dec. 1 merger with Smart, Devine & Company.

 
Ron Friedman, national leader of Marcum's Retail & Consumer Products practice, was quoted in a CNBC article discussing how retailers who continually discount will suffer in 2016.


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Ron Friedman, national leader of Marcum's Retail & Consumer Products practice, was quoted in a CNBC article discussing how retailers who continually discount will suffer in 2016.

The National Retail Federation said Friday that holiday sales increased 3 percent to $626.1 billion in November and December, falling short of the trade group's forecast for 3.7 percent growth, as unseasonably warm weather and low prices weighed on results.

 
Rob Babek, partner-in-charge of Los Angeles Tax & Business Services, was quoted by the Los Angeles Times in a story about the Rams' relocation to the area.


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Rob Babek, partner-in-charge of Los Angeles Tax & Business Services, was quoted by the Los Angeles Times in a story about the Rams' relocation to the area.

Like other agents trying to land new clients ever since the Rams return to Los Angeles became official, he hopes all the dialing will lead to return calls from the dozens of players, coaches and executives who will be looking for a place to live before the 2016 season kicks off.

 
The Boston Business Journal published an article by Tax & Business Services Director Patrick Rowland, offering tips to banks for reducing tax expense and improving their institutional tax risk profile in 2016 and beyond.


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The Boston Business Journal published an article by Tax & Business Services Director Patrick Rowland, offering tips to banks for reducing tax expense and improving their institutional tax risk profile in 2016 and beyond.

With 2015 now closed and in the books and the 2016 first quarter closing not yet in process, now is a great time for banks to consider alternatives that might help improve their tax positions. While tax planning is not limited to these particular strategies, the following suggestions provide a foundation for reducing tax expense and improving the institutional tax risk profile for 2016 and beyond.

 
Assurance Services Manager Andrew Azer discusses the satisfaction of being an adjunct accounting professor in SUM News, the flagship publication of the Massachusetts Society of CPAs.


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Assurance Services Manager Andrew Azer discusses the satisfaction of being an adjunct accounting professor in SUM News, the flagship publication of the Massachusetts Society of CPAs.

Growing up in a home where both my parents were teachers, I always understood and appreciated the importance of lifelong learning and sharing my experiences and knowledge to help others. As a tutor in high school and college, I was overjoyed to watch struggling students get their "aha' moment when everything comes together.

 
Long Island Business News cites Marcum Tax Flash in article about the landmark Extender Bill.


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Long Island Business News cites Marcum Tax Flash in article about the landmark Extender Bill.

Manhattan-based Marcum, with Long Island offices in Melville, noted that the Work Opportunity Tax Credit only kicks in if paperwork is taken care of in a timely fashion.

 
Ron Friedman, national leader of Marcum's Retail & Consumer Products group, was quoted by the Los Angeles Times in an article about the outlook for retailers.


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Ron Friedman, national leader of Marcum's Retail & Consumer Products group, was quoted by the Los Angeles Times in an article about the outlook for retailers.

Macy's poor holiday showing could be an early sign of trouble for the retail industry.

 
Southeast Partner-in-Charge Michael Balter advises construction contractors to proceed cautiously in his article,


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Southeast Partner-in-Charge Michael Balter advises construction contractors to proceed cautiously in his article, "Bad Ideas in Good Times," for Construction Business Owner magazine.

Now that the economy finally appears to be headed in the right direction, many contractors are thinking about hiring talent, acquiring bonding and raising capital to help complete their growing backlogs. Many of those business owners with large backlogs are taking an optimistic view that the new construction economy is half full and are quickly forgetting the lessons of the recent past.

 
Melville Partner-in-Charge Carolyn Mazzenga foresees continued business growth in 2016, as discussed with Long Island Business News.


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Melville Partner-in-Charge Carolyn Mazzenga foresees continued business growth in 2016, as discussed with Long Island Business News.

2015 was a very good year for Marcum. As a result of the strengthening economy, there was considerable activity among our clients - more mergers as well as organic expansions - which meant a greater need for tax strategy and business planning services

 
Article by Advisory Partner David Glusman for The Legal Intelligencer discusses new physician compensation arrangements.


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Article by Advisory Partner David Glusman for The Legal Intelligencer discusses new physician compensation arrangements.

It is no secret that CMS (Centers for Medicare and Medicaid Services) and private payers are determined to replace health care's volume-oriented fee-for-service payment system with alternatives aimed at promoting quality and value. What is surprising is the momentum that CMS has developed to affect change, as it moves aggressively to implement new payment models.

 
Women's Wear Daily quotes Ron Friedman, national leader of Marcum's Retail & Consumer Products group, about calculating fair market value.


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Women's Wear Daily quotes Ron Friedman, national leader of Marcum's Retail & Consumer Products group, about calculating fair market value.

The clock is ticking for Iconix Brand Group Inc. and its previous top management, led by former chief executive officer Neil Cole. The company has until June to complete a refinancing of its $300 million debt obligation — and will have to do it with the specter of a formal Securities and Exchange Commission investigation.

 
Advisory Services Supervisor Elizabeth Deak's article,


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Advisory Services Supervisor Elizabeth Deak's article, "A collaborative approach to ongoing benefits verification," appeared in the January issue of HCPro'S Billing Alert for Long-Term Care.

Admissions department and billing office staff know the importance of verifying benefits for prospective residents. By establishing a procedure to evaluate a beneficiary's payer source prior to admission, SNFs can reduce possible claims adjudication issues and facilitate the receipt of payments in a timely manner.

 
 
 
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