Marcum LLP
Tax & Business

Family Wealth Services - Private Client Tax Services

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

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

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

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

Scope of Services

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

TAX REFORM INSIGHTS

Stay Informed about the Latest Developments in National Tax Reform

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Related News

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Hillary Rodham Clinton to Keynote 2018 Marcum Women’s Forum in New York


Press Release

Hillary Rodham Clinton to Keynote 2018 Marcum Women’s Forum in New York

Marcum LLP today announced that Former Secretary of State Hillary Rodham Clinton will be the keynote speaker at the Marcum Women's Forum in New York ....

Bloomberg News quoted Tax Partner Edward Reitmeyer in a story about the growth of dynasty trusts under the new tax law.


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Bloomberg News quoted Tax Partner Edward Reitmeyer in a story about the growth of dynasty trusts under the new tax law.

Many of the biggest beneficiaries of President Donald Trump's tax overhaul haven't even been born yet. The new law doubles the amount that can be ....

MarketWatch published an article by Tax & Business Services Manager Michael Feinfeld about common estate planning disasters to avoid.


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MarketWatch published an article by Tax & Business Services Manager Michael Feinfeld about common estate planning disasters to avoid.

An approximately $30 trillion transfer of wealth is currently under way in the U.S. as aging baby boomers pass their assets to successive generations. This ....

Tribune News Service asked Trusts & Estates Partner Janis Cowhey for advice in an article about the importance of planning ahead for assets that will later be inherited by a child.


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Tribune News Service asked Trusts & Estates Partner Janis Cowhey for advice in an article about the importance of planning ahead for assets that will later be inherited by a child.

Sometimes even families present only enough facts so that it looks like a no-brainer, but you have to consider everyone else's tax implications.

A Connecticut Post columnist urged readers to attend a panel featuring Greenwich Office Managing Partner John Mezzanotte discussing changes for high net worth taxpayers under the new tax law.


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A Connecticut Post columnist urged readers to attend a panel featuring Greenwich Office Managing Partner John Mezzanotte discussing changes for high net worth taxpayers under the new tax law.

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CNBC spoke with national Tax Leader Joseph Perry about how to mine your 2017 tax return for savings opportunities in 2018.


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CNBC spoke with national Tax Leader Joseph Perry about how to mine your 2017 tax return for savings opportunities in 2018.

This spring, don't just stuff your completed tax return into a drawer. Go through it for savings opportunities you can seize right now.

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Long Island Business News interviewed Tax Leader Joseph Perry for an article about the new tax treatment of stock options granted to executive employees earning more than $1 million.


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Long Island Business News interviewed Tax Leader Joseph Perry for an article about the new tax treatment of stock options granted to executive employees earning more than $1 million.

While a corporate tax cut that brought the top rate down from 35 percent to 21 percent is widely seen as the centerpiece of the ....

Inc. magazine quoted Philadelphia Tax Leader Ed Reitmeyer in an article about errors in the new federal tax law that could cost taxpayers big money.


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Many entrepreneurs have celebrated President Trump's signature legislative achievement, the 2017 Tax Cuts and Jobs Act, for decreasing their annual tax bills.

Financial Advisor magazine interviewed Greenwich, CT, Office Managing Partner John Mezzanotte for an article about the loss of certain itemized tax deductions under the Tax Cuts & Jobs Act of 2017.


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Financial Advisor magazine interviewed Greenwich, CT, Office Managing Partner John Mezzanotte for an article about the loss of certain itemized tax deductions under the Tax Cuts & Jobs Act of 2017.

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The Tax Adviser published an article co-authored by Tax Director Don Zidik, about recent developments in individual taxation.


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New Tax Treatment of Alimony


Tax Return Compliance

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The New York Times quoted national Tax Leader Joseph Perry in an article discussing the complexities and confusion created by the Tax Cuts & Jobs Act, and the likely battles yet to come in Congress.


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The New York Times quoted national Tax Leader Joseph Perry in an article discussing the complexities and confusion created by the Tax Cuts & Jobs Act, and the likely battles yet to come in Congress.

Never mind that once in a generation tax bill that just passed last year. Congress is headed for years more of big fights over taxes, ....

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On December 22, 2017, the Tax Cuts and Jobs Act, was signed into law. The Act will have a significant impact on financial reporting issued ....

Long Island Business News wrote about the advice Marcum panelists gave to businesses considering restructuring as C-corps, during the Firm’s recent tax reform seminar in Melville.


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Long Island Business News wrote about the advice Marcum panelists gave to businesses considering restructuring as C-corps, during the Firm’s recent tax reform seminar in Melville.

Much of the Marcum seminar focused on the taxation differences between C‐corps and pass‐through entities, which include partnerships, S‐corporations, limited liability companies and sole proprietorships.

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Bipartisan Budget Act of 2018


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The Hartford Business Journal quoted Connecticut Tax Partner-in-Charge Brett McGrath, in an article about the impacts of the Tax Cuts & Jobs Act of 2017.


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The Hartford Business Journal quoted Connecticut Tax Partner-in-Charge Brett McGrath, in an article about the impacts of the Tax Cuts & Jobs Act of 2017.

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CNBC quoted Tax Principal Michael D’Addio in an article about adjusting paycheck withholdings to comply with the new tax rates for individuals.


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CNBC quoted Tax Principal Michael D’Addio in an article about adjusting paycheck withholdings to comply with the new tax rates for individuals.

In January, the Treasury Department released its income tax withholding tables, updated to reflect changes stemming from the Tax Cuts and Jobs Act. The new ....

Bloomberg News quoted Ed Reitmeyer, Philadelphia partner-in-charge of Tax Services, in an article about tax strategies for owners of pass-through businesses under the new tax law.


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Bloomberg News quoted Ed Reitmeyer, Philadelphia partner-in-charge of Tax Services, in an article about tax strategies for owners of pass-through businesses under the new tax law.

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Workandmoney.com interviewed Tax Partner Diane Giordano for an article about what the new tax law means for small businesses.


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Workandmoney.com interviewed Tax Partner Diane Giordano for an article about what the new tax law means for small businesses.

The new tax law became both the beauty and the beast for companies of all sizes across the country when 2018 officially opened for business.

Fox Business spoke with Tax Principal Michael D’Addio about the need to adjust paycheck withholdings under the new tax law.


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Fox Business spoke with Tax Principal Michael D’Addio about the need to adjust paycheck withholdings under the new tax law.

As employees begin to receive their updated paychecks based on the new tax code changes, many are seeing incorrect withholding amounts, which could lead to ....

Long Island Business News reported on the Marcum tax panel the publication’s editor is co-moderating with Melville Office Managing Partner Carolyn Mazzenga.


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Long Island Business News reported on the Marcum tax panel the publication’s editor is co-moderating with Melville Office Managing Partner Carolyn Mazzenga.

Long Island Business News Editor Joe Dowd and Marcum Melville Office Managing Partner Carolyn Mazzenga are set to moderate a series of panel discussions tonight ....

Bloomberg’s Talking Tax podcast invited Tax Principal Michael D’Addio onto the show for a discussion about whether the new tax law will drive pass-through entities to convert to C-Corporation status.


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Bloomberg’s Talking Tax podcast invited Tax Principal Michael D’Addio onto the show for a discussion about whether the new tax law will drive pass-through entities to convert to C-Corporation status.

The new tax law lowers the corporate tax rate to 21 percent—a change that some lawmakers have suggested could prompt pass-through entities to convert to ....

Long Island Business News quoted State & Local Tax Leader Paul Graney in an article about options New York State is considering to counter the regional tax impact of the federal Tax Cuts & Jobs Act.


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Long Island Business News quoted State & Local Tax Leader Paul Graney in an article about options New York State is considering to counter the regional tax impact of the federal Tax Cuts & Jobs Act.

Facing new federal rules that limit state and local tax deductions, New York and California are considering options to give their residents a big federal ....

CFO.com published an article by Tax Leader Joseph Perry and Tax Principal Michael D’Addio, discussing the pros and cons of  C-corporation v. pass-through entity status under the new tax law.


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CFO.com published an article by Tax Leader Joseph Perry and Tax Principal Michael D’Addio, discussing the pros and cons of C-corporation v. pass-through entity status under the new tax law.

A 21% income tax rate might sound appetizing to some pass‐through entities, but C‐corporation status doesn't suit every organization.

Associated Press quoted Tax Principal Michael D’Addio in an article about how small businesses are capitalizing on the new tax law.


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Associated Press quoted Tax Principal Michael D’Addio in an article about how small businesses are capitalizing on the new tax law.

Although there are still many unknowns about the tax law that took effect Jan. 1, some small business owners have already figured out that they ....

U.S. Supreme Court Will Hear South Dakota's Sales Tax Case


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On January 12, 2018, the United States Supreme Court decided that it will hear a South Dakota case (State of South Dakota v. Wayfair Inc., ....

Newsday cited an analysis of President Trump’s leaked tax return by New York Tax Partner-in-Charge Maury Cartine for NBC News.


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Newsday cited an analysis of President Trump’s leaked tax return by New York Tax Partner-in-Charge Maury Cartine for NBC News.

The Joint Committee on Taxation, Congress' official nonpartisan budget analysts, reported that a pending Senate bill would give large tax cuts to millionaires while raising ....

Family Wealth Services Brochure

Family Wealth Services Brochure

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Contacts

Select the region to view contacts.

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

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

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

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

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

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

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

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

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

 
 
2017 YEAR-END TAX GUIDE

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

 
 
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