Marcum LLP
Tax & Business

Family Wealth Services - Private Client Tax Services

Watch and Money

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

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

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

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

Scope of Services

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

TAX REFORM INSIGHTS

Stay Informed about the Latest Developments in National Tax Reform

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Related News

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


As Seen In

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

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

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


As Seen In

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

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

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


As Seen In

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

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

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


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

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

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


Tax Reform

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

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

2018 Gift and Estate Tax Changes under the Tax Cuts and Jobs Act: Transfer More Wealth Tax-Free


Tax Reform

2018 Gift and Estate Tax Changes under the Tax Cuts and Jobs Act: Transfer More Wealth Tax-Free

The Tax Cuts and Jobs Act (TCJA) of 2017 introduced a wide array of changes to most areas of the tax law beginning with the ....

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.


As Seen In

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.


As Seen In

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.


As Seen In

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.

Due to tax law changes, 2018 presents a different environment than 2017 - but how different? Estate taxes have changed dramatically on both the federal ....

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


As Seen In

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.

Family Wealth Services Brochure

Family Wealth Services Brochure

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Contacts

Select the region to view contacts.

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

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

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

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

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

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

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

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

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

 
 
2017 YEAR-END TAX GUIDE

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

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

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