Marcum LLP
Tax & Business

Family Wealth Services - Private Client Tax Services

Three People Meeting

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.

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

ASK MARCUM

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

  VIEW TAX REFORM INSIGHTS
 
 

Related News

Fiduciary Income Tax Planning Utilizing the § 645 Election


Trusts & Estates

Fiduciary Income Tax Planning Utilizing the § 645 Election

Given the possibility of having to file an income tax return for both the estate and the trust, a unique opportunity presents itself to utilize ....

Bloomberg Markets Radio invited National Tax Leader Joseph Perry onto the program to discuss the 2019 tax season.


As Seen In

Bloomberg Markets Radio invited National Tax Leader Joseph Perry onto the program to discuss the 2019 tax season.

Bloomberg Markets Radio invited National Tax Leader Joseph Perry onto the program to discuss the 2019 tax season.

CNBC’s Worldwide Exchange invited National Tax Leader Joseph Perry to discuss the new federal cap on the deduction of state and local taxes and its impact on residents of high-tax states.


As Seen In

CNBC’s Worldwide Exchange invited National Tax Leader Joseph Perry to discuss the new federal cap on the deduction of state and local taxes and its impact on residents of high-tax states.

Joseph Perry, National Tax Leader of Marcum, discusses the big changes individuals should be paying attention to when they do their taxes this year, and ....

MarketWatch quoted Tax & Business Services Leader Joseph Perry about the lack of IRS guidance on the new tax law, which is complicating on-time filing for individual taxpayers.


As Seen In

MarketWatch quoted Tax & Business Services Leader Joseph Perry about the lack of IRS guidance on the new tax law, which is complicating on-time filing for individual taxpayers.

Americans are still making sense of the Tax Cuts and Jobs Act, the largest tax-law reform in 30 years. The TCJA was enacted in December ....

The New York Times quoted Maury Cartine, partner-in-charge of New York City Tax & Business Services, in an article about the complexities of taxing the wealthiest Americans.


As Seen In

The New York Times quoted Maury Cartine, partner-in-charge of New York City Tax & Business Services, in an article about the complexities of taxing the wealthiest Americans.

Taxing the wealthiest Americans at a higher rate may be good politics, since most voters won’t be affected. But while two recent proposals sound simple ....

Form 1099 Filings for Year-End 2018 Due January 2019


Tax Flash

Form 1099 Filings for Year-End 2018 Due January 2019

Happy New Year to our readers! Now that 2019 is upon us, businesses are gearing up for reporting season.

CNBC quoted Tax Partner Carolyn Mazzenga, leader of Family Wealth Services, in an article about the tax advantages of deferring your year-end bonus.


As Seen In

CNBC quoted Tax Partner Carolyn Mazzenga, leader of Family Wealth Services, in an article about the tax advantages of deferring your year-end bonus.

Here's one good reason to hold off on receiving your holiday bonus this year: It's a move that can help you save on taxes.

Business Interest Expense Limitation under the Tax Cuts and Jobs Act of 2017


Tax Flash - Tax Return Compliance

Business Interest Expense Limitation under the Tax Cuts and Jobs Act of 2017

Interest deduction rules were significantly amended under The Tax Cuts and Jobs Act signed into law last December 2017. In early December 2018, the IRS ....

Bloomberg News quoted Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services in an article about how to lower your tax bill before the end of 2018.


As Seen In

Bloomberg News quoted Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services Edward Reitmeyer in an article about how to lower your tax bill before the end of 2018.

President Donald Trump pledged that his tax law would kill off breaks and complex loopholes for the wealthy. Instead, the overhaul has ushered in a ....

CNBC interviewed Tax Principal Michael D’Addio about year-end giving to take advantage of the increased gift and estate tax exemption.


As Seen In

CNBC interviewed Tax Principal Michael D’Addio about year-end giving to take advantage of the increased gift and estate tax exemption.

If the holiday spirit is encouraging you to gift millions of dollars to family members, it’s time to start sharing the wealth.

Accounting Today announced the availability of the 2018 Marcum Year-End Tax Guide.


As Seen In

Accounting Today announced the availability of the 2018 Marcum Year-End Tax Guide.

Marcum LLP released its 2018 Year-End Tax Guide on Wednesday, providing advice to taxpayers and tax professionals about how to handle the Tax Cuts and ....

Marcum LLP Releases 2018 Year-End Tax Guide: Reference Tool for Tax Planning


Press Release

Marcum LLP Releases 2018 Year-End Tax Guide: Reference Tool for Tax Planning

Marcum LLP today released its 2018 Year-End Tax Guide. This year's guide includes 17 chapters discussing how taxpayers are affected by the Tax Cuts & ....

Family Wealth Services Brochure

Family Wealth Services Brochure

DOWNLOAD
 
 

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

 
 
2018 YEAR-END TAX GUIDE

The Marcum 2018 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

Privacy Policy

This website uses cookies to learn how visitors interact with our website so that we can improve our services and your online experience. By using this website, you agree to our privacy policy.