(855) Marcum1 | FOLLOW US  
Marcum LLP
Tax & Business

Family Wealth Services

Three Men Standing

Acquiring wealth and building a successful business takes great skill and personal ambition. Managing your wealth and insuring your legacy likewise takes skill and experience.

The Marcum Family Wealth Services Group is dedicated to helping you manage your wealth, assisting in transferring it to succeeding generations, accomplishing your lifetime objectives, and helping you accomplish your philanthropic goals.

We are professionals with a wide array of talents. We are tax professionals with expertise in personal income tax planning and estate planning. We are accountants who simply make your life easier by handling your day-to-day financial matters by analyzing your expenses and paying your bills.

We provide tax planning and compliance services including the preparation of myriad governmental filings and tax returns. Family Wealth Services can be your family office for all matters. We can also be your professional service provider for just those areas where you need specialized guidance and experience. Marcum also belongs to the Leading Edge Alliance (LEA), an international professional association of independently-owned accounting and consulting firms. LEA provides the Firm and its clients access to the resources of a multibillion dollar global professional services organization.

Whatever the scope, we bring our Firm's most skilled advisers to meet your needs. We are creative, proactive, and caring in our approach. Our advisers have long records of achievement and client satisfaction. Let us work for you.

GET IN TOUCH
Contact one of Marcum's regional representatives.

ASK MARCUM



Marcum Family Office

Increasingly, families are discovering that although their wealth brings many luxuries, it also brings new challenges and increased responsibilities. In fact, some families have created their own fully-staffed offices to handle the complex administrative functions associated with wealth.

LEARN MORE
 


Philanthropy Planning
& Private Foundations

Marcum can manage the administrative and back office functions necessary to operate a private foundation, allowing more time and effort to be focused on furthering the organization's charitable mission.

LEARN MORE
 


Private Client Tax 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.

LEARN MORE
 


Trusts & Estates

The estate and gift tax laws are highly complex and specialized. When families and individuals plan for their future, they need to know that their service providers are experienced, highly-skilled and technically superior.

LEARN MORE
 
 

TAX REFORM INSIGHTS

Stay Informed about the Latest Developments in National Tax Reform

  VIEW TAX REFORM INSIGHTS
 
 

Related News

How the Tax Cuts and Jobs Act Affects Real Estate Entities


Beyond The Numbers - February 2018

How the Tax Cuts and Jobs Act Affects Real Estate Entities

On December 22, 2017, a new tax reform bill known as the Tax Cuts and Jobs Act was signed into law. The Act will affect ....

Compensation for S Corporation Shareholders: How Much is Enough?


Beyond The Numbers - February 2018

Compensation for S Corporation Shareholders: How Much is Enough

Many pass-through businesses operate as "S" corporations. This is where a business incorporates under a state's law and then files an election with the Internal ....

Happy Birthday Amendment XVI


Beyond The Numbers - February 2018

Happy Birthday Amendment XVI

February 3rd marks the 105th anniversary of the ratification of the 16th Amendment, which streamlined Congress’s ability to tax and resulted in the creation of ....

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.


As Seen In

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.

New IRS Directives Issued for Transfer Pricing Examinations


Tax Flash - International Taxation

New IRS Directives Issued for Transfer Pricing Examinations

On January 12, 2018, the Large Business and International Division of the Internal Revenue Service issued five directives which provide instructions on how IRS agents ....

Bipartisan Budget Act of 2018


Tax Flash - Tax Return Compliance

Bipartisan Budget Act of 2018

The Bipartisan Budget Act of 2018, enacted last Friday, February 9, contains a number of tax breaks for both individuals and businesses. These include the ....

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


As Seen In

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.


As Seen In

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.

If exploiting a tax loophole is as much an art as a science, then the tax planning profession is poised for a creative renaissance. The ....

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


As Seen In

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.


As Seen In

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.


As Seen In

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.


As Seen In

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.


As Seen In

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.


As Seen In

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


Tax Flash - State & Local Taxation

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

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., ....

Family Wealth Services Brochure

Family Wealth Services Brochure

DOWNLOAD
 
 

Contacts

Select the region to view contacts.

Carolyn Mazzenga, Office Managing Partner, Tax & Business

Office Managing Partner
Tax & Business
Melville, 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.

 
 
HAVE A QUESTION? ASK MARCUM
 
 
STAY IN TOUCH.

SIGN UP TODAY FOR MARCUM'S NEWSLETTERS.

ABOUT MARCUM LLP

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.

Learn More

CONNECT WITH US
OFFICES

Headquarters
750 3rd Avenue, 11th Floor
New York, NY 10017

Find an Office

(855) MARCUM1
info@marcumllp.com

FOUNDATION

Marcum Foundation

AFFILIATIONS

Leading Edge Alliance