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

Tax Planning Considerations as we Approach Year-End


Tax Flash

Tax Planning Considerations as we Approach Year-End

With just days remaining, there are still many tax ideas to consider which may lower your 2019 and possibly your 2020 tax bites as well.

Bloomberg quoted Tax Partner Edward Reitmeyer in an article about how to cut your tax bill in the final weeks of 2019.


As Seen In

Bloomberg quoted Tax Partner Edward Reitmeyer in an article about how to cut your tax bill in the final weeks of 2019.

Accountants and tax lawyers have had two full years to analyze how all the changes contained in the tax overhaul affect their clients.

Newsday featured advice from Partner Karen O’Connor in a column about year-end tax tips.


As Seen In

Newsday featured advice from Partner Karen O’Connor in a column about year-end tax tips.

With holidays fast approaching, tax season may not be top of mind.

Form 1099-MISC Deadlines


Beyond The Numbers - November 2019

Form 1099-MISC Deadlines

As the end of the year approaches, we are reminding our readers about the filing deadlines related to IRS Form 1099-MISC.

Revocation or Denial of Passport in the Case of Certain Unpaid Taxes


Beyond The Numbers - November 2019

Revocation or Denial of Passport in the Case of Certain Unpaid Taxes

If an individual has a seriously delinquent tax debt, the Internal Revenue Code Section 7345 authorizes the IRS to notify the State Department, which can ....

The Required Minimum Distribution Puzzle


Beyond The Numbers - November 2019

The Required Minimum Distribution Puzzle

Many people have accumulated significant balances in tax deferred retirement accounts during their working years.

Bloomberg News quoted Mid-Atlantic Regional Tax Partner-in-Charge Edward Reitmeyer, in an article about the October 15 tax filing deadline, the first under the Tax Cuts & Jobs Act of 2017.


As Seen In

Bloomberg News quoted Mid-Atlantic Regional Tax Partner-in-Charge Edward Reitmeyer, in an article about the October 15 tax filing deadline, the first under the Tax Cuts & Jobs Act of 2017.

Ed Reitmeyer, the Mid-Atlantic regional partner-in-charge of Tax Services at accounting firm Marcum LLP, said he emailed his staff in late July and September to warn ....

CNBC quotes National Tax Leader Joseph Perry in an article about the marriage penalty built into presidential candidate Elizabeth Warren’s proposed wealth tax.


As Seen In

CNBC quotes National Tax Leader Joseph Perry in an article about the marriage penalty built into presidential candidate Elizabeth Warren’s proposed wealth tax.

Sen. Elizabeth Warren’s proposed wealth tax may create a new incentive for rich couples to divorce to avoid the tax.

Tax Benefits of Implementing a Retirement Plan or Upgrading Your Current Plan


Trusts & Estates

Tax Benefits of Implementing a Retirement Plan or Upgrading Your Current Plan

Looking for deductions to lower your tax bill for your small business? Consider the tax benefits of implementing a retirement plan or upgrading your ....

The United States Supreme Court Rules in Favor of Trust


Tax Flash

The United States Supreme Court Rules in Favor of Trust

The Court stated that the presence of in-state beneficiaries will not empower a state to tax trust income should the beneficiaries have no right to ....

The Impact of the TCJA on Charitable Organizations


Tax Flash - Nonprofit & Social Sector

The Impact of the TCJA on Charitable Organizations

Many sources are predicting that charities may see a substantial difference when individuals start filing their 2019 returns as individuals become more familiar with potential ....

The San Francisco Chronicle quoted Regional Managing Partner Jeff Pera in an article about why your 2018 tax bill went up or down.


As Seen In

The San Francisco Chronicle quoted Regional Managing Partner Jeff Pera in an article about why your 2018 tax bill went up or down.

The sweeping federal tax law that took effect last year, the biggest in more than three decades, left many people shocked, angry and befuddled.

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, Tax & Business
Partner
Tax & Business
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

 
 
2019 YEAR-END TAX GUIDE

The Marcum Tax Guide is a reference to be used when you need a quick refresher on certain tax aspects.

 
 
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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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