Marcum LLP
Tax & Business

Modern Family & LGBT Services

 

When it comes to preserving your wealth and protecting your family's future, planning is crucial. But what if you or your family does not fit the traditional definitions and assumptions underlying our country's tax and estate planning laws?

Heterosexual or LGBT, married or unmarried, with or without children, now more than ever it is imperative to work with experts and specialists experienced in navigating the complex, hyper-local and shifting tax landscape for the modern family in America.

In 2012, Marcum became the first national accounting firm to establish a tax and estate planning practice dedicated to the complex rules faced by people who don't fit traditional definitions. Today, Marcum is the thought leader in the specialty area of tax compliance and consulting services for high net worth modern families, same-sex couples and LGBT individuals.

Our experts have more than 20 years of experience addressing the specialized needs of modern families and individuals, state-by-state and around the country. Our forward-thinking professionals grasp the subtleties and differences in these rules and have the knowledge and skills to help economically mitigate the differences for clients in need.

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Brochure - The Importance of Cohabitation Agreements

The Importance of Cohabitation Agreements

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The Financial I Do's and Dont's for Same-Sex Married Couples Brochure

The Financial I Do's and Dont's for Same-Sex Married Couples Brochure

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The Path to Financial Stability for Aging LGBT Individuals Brochure

The Path to Financial Stability for Aging LGBT Individuals Brochure

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We provide services to families, couples and individuals in the following circumstances:

  • Single.
  • Married.
  • Combined families.
  • Divorced.
  • Registered domestic partners.
  • Cohabitating unmarried couples.

Modern Family & LGBT Services

This is an up-to-the minute world of new laws and regulations; for better and worse, it demands vigilance and technical excellence. Knowing the variables, state-to-state, is essential. Whether you are in a community property state or not, Marcum's Modern Family & LGBT tax and estate planning experts can help you plan. Whether you have complex deductibility issues because of medical expenses, adoption expenses, or legal expenses, we're prepared. Or perhaps there are income issues pertaining to retirement, capital loss allocation, or other concerns. If your modern family includes children from prior marriages, estate planning is critical whether you are married or unmarried. The American "nuclear family" is no longer the norm, and good planning is essential to protect your family's financial future and ensure the disposition of your assets according to your wishes. Whatever the scenario, the national Modern Family & LGBT Services Practice group at Marcum has the experience and skills to work through the issues you are facing and to help you find the most advantageous solutions.

To put it plainly, sometimes current laws and regulations treat you just like everyone else, and sometimes they clearly do not. The difference between success and failure in this type of environment is expert advice and teamwork. Without those two things, you cannot successfully plan, and when it comes to protecting your family and your assets, planning is everything.

Scope of Services:

Tax - Planning and Compliance

  • Individuals.
  • Trusts.
  • Estates.
  • Family partnerships.
  • Small business corporations.
  • IRS and state audit representation.
  • Limited liability corporations.

Family Office

  • Family office services in an a la carte environment.
  • Bill paying.
  • Investment monitoring.
  • Real property financial management.
  • Investment monitoring/financial reporting.
  • Medical reimbursement and advocacy.
  • Risk management and insurance review.

Business Services - Assurance and Consulting

  • Audit/review/compilation.
  • Public or private companies.
  • Organizational structure review.
  • Income allocation planning.
  • Succession planning.
  • Back office operational assistance.
  • Forensic services and valuation.
 

Resource

Top Tax Planning Tips for Legally Married Same-Sex Couples and other Non-Traditional Families

  LEARN MORE

 
 

Resource

Top 10 Non-Traditional Family Estate
Planning Checklist

  LEARN MORE

 
 
 

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Contacts

Select the region to view contacts.

Janis L. Cowhey, Partner, Tax & Business
Practice Leader
Partner
Tax & Business
New York, NY
NY

Nanette Lee  Miller, Partner, Assurance
Practice Leader
Partner
Assurance
San Francisco, CA
CA

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  Glusman, Partner, Advisory
Partner
Advisory
Philadelphia, PA
PA

 
Lisa  Hanlon, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Deerfield, IL
IL

Kim  Lamplough, Partner, Assurance
Partner
Assurance
Fort Lauderdale, FL
FL

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

 
 
2018 YEAR-END TAX GUIDE

The Marcum 2018 Year-End Tax Guide continues our tradition of providing timely tax guidance for the upcoming year.

 
 
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