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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Modern Family & LGBT Services

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Health care insurers in Florida may have more customers after Jan. 6., when same-sex marriages could become legal in the state.

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Marcum LLP Expands Family Office Practice in Los Angeles; Entertainment Industry Veteran to Lead High-Net-Worth Services Group

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It's been one year since the Supreme Court's monumental ruling on same-sex marriage, and many couples have already seen their lives change dramatically.

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Marcum LLP Partners with CNN on Same-Sex Marriage Map

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David Glusman, Advisory Services Partner, Quoted in <em>Bloomberg BNA</em> Article,


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David Glusman, Advisory Services Partner, Quoted in Bloomberg BNA Article, "Recent Developments Affect Tax Filing For Same-Sex Couples in Certain States."

Same-sex couples can now get married in Pennsylvania, Oregon and Illinois and that has important implications for their 2014 state income tax returns.

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Article by Janis Cowhey, LGBT Practice Co-Leader and Portia Rose, LGBT Manager, "The Benefits of Same-Sex Marriage: It's Not Just About The Love Thing," Featured in Philadelphia Gay News

Since the Defense of Marriage Act was effectively nullified by the U.S. Supreme Court in June 2013, same-sex couples have been rushing to the altar. ....

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David Glusman, Advisory Services Partner, Quoted in CPA Practice Advisor Article, "Tax Pro Says Pennsylvania Same-Sex Marriage Ruling Creates Tax Advantages for LGBT Families"

Experts from the Philadelphia LGBT practice of Marcum LLP advise that Tuesday's court ruling overturning the ban on same-sex marriage in Pennsylvania opens up important ....

Same-Sex Marriage in Pennsylvania Creates Important Tax Advantages for LGBT Families, Marcum Experts Say


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Experts from the Philadelphia LGBT practice of Marcum LLP, the first national accounting firm with a practice dedicated to tax and estate planning for same-sex ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted in <em>CNNMoney</em> Article,


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Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted in CNNMoney Article, "My Girlfriend is a Tax Break."

If you're in a relationship with someone who is dependent on you financially, you might be able to claim them as a tax break.

LGBT Practice Co-Leader Janis Cowhey, Quoted in Detroit Free Press Article,


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LGBT Practice Co-Leader Janis Cowhey, Quoted in Detroit Free Press Article, "Some Same-Sex Married Couples Living In Michigan Have To Prepare Five Tax Returns."

Many legally married gay and lesbian couples are delighted by the change in federal income tax rules that treats them like other married couples. But ....

LGBT Practice Co-Leader Janis Cowhey Featured in <em>New York Daily News</em> Article,


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LGBT Practice Co-Leader Janis Cowhey Featured in New York Daily News Article, "Taxing Times for Same Sex Married Couples: What You Need to Know About the New Rules."

Same-sex couples who are legally married in states that recognize their marriages - including New York - now have the same federal tax benefits that ....

LGBT Practice Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in <em>10,000 Couples</em> Article,


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LGBT Practice Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in 10,000 Couples Article, "Experts Respond to Federal Recognition of Michigan Same-Sex Marriages."

Today's ruling by the federal government granting full federal recognition to the same-sex marriages performed last week in the State of Michigan carries important tax ....

LGBT Practice Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in <em>Reuters</em> Article,


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LGBT Practice Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in Reuters Article, "How to Sort Through the Changes for Same-Sex Tax Filers."

Married same-sex couples this year will file their U.S. income tax returns just like heterosexual married couples because of the Supreme Court's decision in June ....

Janis Cowhey, Tax & Business Services Partner, Featured in <em>Business Insider</em> Article,


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Janis Cowhey, Tax & Business Services Partner, Featured in Business Insider Article, "Married Same-Sex Couples Get New Tax Breaks."

For the first time ever, married same-sex couples will be required to file federal income taxes as married, either jointly or separately, and will have ....

Janis Cowhey, Tax & Business Services Partner, Featured in <em>The New York Times</em> Article,


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Janis Cowhey, Tax & Business Services Partner, Featured in The New York Times Article, "For Same-Sex Marrieds, a Tax Season to Look Back."

Tax season doesn't usually stir up emotions about the meaning of family and equal rights. But this year is different, at least for the tens of ....

David Glusman, Advisory Services Partner, Quoted in <em>Scranton Times-Tribune</em> Article,


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David Glusman, Advisory Services Partner, Quoted in Scranton Times-Tribune Article, "Same-Sex Couple File Jointly on Federal Return."

In addition to the joys of the ceremony, the honeymoon and setting up a household, some gay and lesbian couples in Pennsylvania will share another ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted in <em>San Francisco Bay Times</em> Article,


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Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted in San Francisco Bay Times Article, "Top Tax Planning Tips for Same-Sex Married Couples."

"Since the Defense of Marriage Act was invalidated by the Supreme Court in June, 2013 is the first tax year same-sex married couples will be ....

Janis Cowhey, Tax & Business Services Partner, Quoted in CNBC.com Article,


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Janis Cowhey, Tax & Business Services Partner, Quoted in CNBC.com Article, "What Same-Sex Couples Need to Know About Taxes."

Something new, exciting and a bit scary is coming this tax season for some same-sex couples across the country: For the first time, they will ....

LGBT Practice Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in The Metropolitan Corporate Counsel Article,


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LGBT Practice Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in The Metropolitan Corporate Counsel Article, "Marcum's LGBT Group Releases Top Tax Planning Tips For Same-Sex Married Couples."

The Lesbian, Gay, Bisexual & Transgender (LGBT) Practice group of Marcum LLP, a top national accounting and advisory firm, has released its Top 10 Tax ....

Marcum's LGBT Practice Group Releases Top Tax Tips for Same-Sex Married Couples


Press Release

Marcum's LGBT Practice Group Releases Top Tax Tips for Same-Sex Married Couples

The Lesbian, Gay, Bisexual & Transgender (LGBT) Practice group of Marcum LLP, a top national accounting and advisory firm, today released its Top 10 Tax ....

Marcum's Top Tax Tips for Same-Sex Married Couples Featured in Accounting Today Article


As Seen In

Marcum's Top Tax Tips for Same-Sex Married Couples Featured in Accounting Today Article "Marcum Shares Tax Planning Guide for Same-Sex Couples"

Top 100 Firm Marcum LLP’s Lesbian, Gay, Bisexual & Transgender Practice has released a list of top tax planning tips for married same-sex couples to ....

Same-Sex Marriage Passes in Illinois


Alert

Same-Sex Marriage Passes in Illinois

The President’s home state of Illinois has become the 16th state to recognize same-sex marriage. The law is effective June 1st, 2014. Illinois previously allowed ....

Article by Janis Cowhey McDonagh, Tax & Business Services Partner,


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Article by Janis Cowhey, Tax & Business Services Partner, "2013 Year-End Planning for Lesbian, Gay, Bisexual and Transgender (LGBT) Taxpayers" Featured in The National Law Review

2013 has been a year of historic change for the LGBT community. The landmark Supreme Court decision in U. S. v. Windsor, decided on June ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted in San Francisco Business Times Article


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Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted in San Francisco Business Times Article "LGBT Investors Embrace Optimism, UBS Finds"

Investors in the LGBT community are more optimistic about the economic outlook and their personal finances than other Americans, according to a special edition of ....

Same-Sex Marriage Passes in Hawaii


Alert

Same-Sex Marriage Passes in Hawaii

As of November 13, 2013, Hawaii has become the 15th state to recognize same-sex marriages. The law is effective December 2, 2014. Hawaii led the ....

Janis Cowhey, Tax & Business Services Partner, Featured in CNN Money Article


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Janis Cowhey, Tax & Business Services Partner, Featured in CNN Money Article "Many Same-Sex Couples Eligible for Big Tax Refunds"

The Defense of Marriage Act, or DOMA, defined marriage as between a man and a woman, which meant married same-sex couples had to file their ....

IRS Provides Special Procedures for Adjusting Employment Taxes for Same-Sex Spouses


Tax Flash

IRS Provides Special Procedures for Adjusting Employment Taxes for Same-Sex Spouses

The Internal Revenue Service (IRS) has recently released Notice 2013-61, which provides optional administrative procedures that employers can use to correct overpayments of Federal Insurance ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in Bloomberg Article


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Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in Bloomberg Article "Same-Sex Married Couples See New State-Law Tax Complexity"

Maybe the Great Recession wasn’t all bad: Major losses related to the economic downturn are helping some companies reduce or even eliminate current ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted In 429 Magazine Article


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Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted In 429 Magazine Article "Hooray for IRS: DOMA Ruling Gets Big Cheer"

By most accounts, the long-awaited IRS federal tax ruling recognizing same-sex marriages, regardless of state residency—in effect, upholding “state of celebration”—won high praise ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in FOX Business Article


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Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in FOX Business Article "Tax Filing Tips for Same-Sex Couples"

This is not a complicated case.Not exactly the opening sentence you expect to hear from a federal judge. But after you read the 16-page decision ....

Marcum LGBT Tax Experts Respond to New Federal Tax Ruling for Same-Sex Married Couples


Press Release

Marcum LGBT Tax Experts Respond to New Federal Tax Ruling for Same-Sex Married Couples

One of the last impediments to jointtax reporting for same-sex married couples was removed with yesterday's ruling by the U.S. Treasury Department and the Internal ....

All Legal Same-Sex Marriages Will Be Recognized for Federal Tax Purposes


Alert

All Legal Same-Sex Marriages Will Be Recognized for Federal Tax Purposes

One of the last impediments to joint tax reporting for same-sex married couples was removed with yesterday's ruling by the U.S. Treasury Department and the ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in The New York Times Article


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Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in The New York Times Article "Gay and Married Couples in New Land of Taxation"

It's now official: same-sex married couples across the country are allowed to check one of the "married" boxes on their federal tax returns, even if ....

Janis Cowhey, Tax & Business Services Partner, Featured in Long Island Business News Article


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Janis Cowhey, Tax & Business Services Partner, Featured in Long Island Business News Article "DOMA Defeated, Now What?"

When same-sex couples marry, their financial future is often on equal footing with their desire to publicly and joyously declare their love as a motivating ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in The New York Times Article


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Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in The New York Times Article "Gay Marriages Get Recognition From the IRS"

All same-sex couples who are legally married will be recognized as such for federal tax purposes, even if the state where they live does not ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in San Francisco Business Times Article


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Nanette Lee Miller, Leader of the LGBT Practice Group, Featured in San Francisco Business Times Article "IRS Same-Sex Tax-Filing Decision Places Pressure on Social Security Administration"

The Internal Revenue Service's decision Thursday to recognize same-sex married couples for tax-filing purposes, regardless of where they live, places more pressure on the Social ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted in Bloomberg Article


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Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted in Bloomberg Article "Gay Married Couples Lacking IRS Guidance Risk Paying More"

Proceed with care. That's what bankers, accountants and wealth managers are telling same-sex couples considering financial changes because of the Supreme Court's rejection of a ....

Nanette Lee Miller, Leader of LGBT Practice Group, Chats on Facebook About


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Nanette Lee Miller, Leader of LGBT Practice Group, Chats on Facebook About "Same-Sex Marriage Ruling and Your Money"

CNNMoney hosted a Facebook chat last week where three experts in constitutional law, financial planning and taxes answered questions about the Supreme Court’s decision to ....

Same Sex Divorce Uncharted Territory in New Jersey


Alert

Same Sex Divorce Uncharted Territory in New Jersey

The United States Supreme Court recently ruled The Defense of Marriage Act as unconstitutional. This opens the door for many more states to move forward ....

Windsor Decision’s Impact on New York Estate Tax Refunds


Tax Flash

Windsor Decision’s Impact on New York Estate Tax Refunds

The New York State Department of Taxation and Finance has issued Technical Memorandum TSB-M-13(9)M that clarifies the effect of the Supreme Court decision in U.S. ....

DOMA: To Marry or Not to Marry


Alert

DOMA: To Marry or Not to Marry

On June 26, 2013, the Supreme Court ruled Section 3 of the Defense of Marriage Act (DOMA) unconstitutional. In doing so, the Court has allowed ....

Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted In South Florida Business Journal Article


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Nanette Lee Miller, Leader of the LGBT Practice Group, Quoted In South Florida Business Journal Article "Federal Tax Benefits Cleared By High Court DOMA Ruling, Experts Say"

Gay and lesbian married couples are expected to seek new federal tax benefits following the U.S. Supreme Court’s June 26 ruling that the Defense of ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in Businessweek Article


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in Businessweek Article "IRS Already Under Siege Must Make Rules for Gay Marriages: Taxes"

The U.S. Internal Revenue Service, already under unprecedented scrutiny, must make another tough call - whether to recognize the same-sex marriages of taxpayers whose home ....

Janis Cowhey, Tax & Business Services Partner, Quoted in Forbes.com Article


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Janis Cowhey, Tax & Business Services Partner, Quoted in Forbes.com Article "Feds Work Overtime To Fill Gaps Left By DOMA Ruling"

As the July 4 holiday approaches, the Supreme Court justices can enjoy these lazy, hazy, crazy days of summer. Meanwhile, they have given armies of ....

DOMA Overturning Has Significant Tax Implications, Say LGBT Specialists From Marcum LLP


Press Release

DOMA Overturning Has Significant Tax Implications, Say LGBT Specialists From Marcum LLP

The leaders of the Lesbian, Gay, Bisexual & Transgender (LGBT) practice group of Marcum LLP, a top national accounting and advisory firm, say there ....

Tax Implications of Supreme Court Ruling on the Defense of Marriage Act (DOMA)


Alert

Tax Implications of Supreme Court Ruling on the Defense of Marriage Act (DOMA)

With the overturning of the Defense of Marriage Act (DOMA) by the United States Supreme Court today, same-sex couples who were legally married in the ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services and Leader of the LGBT Practice Group, Featured On Bloomberg Television's


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services and Leader of the LGBT Practice Group, Featured On Bloomberg Television's "Market Makers"

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services and Leader of the LGBT Practice Group, was featured on Bloomberg Television's "Market Makers."

Janis Cowhey, Tax & Business Services Partner, Quoted in Investment News Article


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Janis Cowhey, Tax & Business Services Partner, Quoted in Investment News Article "Cases Affect Planning for Gays"

The Supreme Court could throw out the federal law that bans gay marriage as early as today in one of two decisions due from the ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in Bankrate.com Article


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in Bankrate.com Article "Tax Treatment of Same-Sex Married Couples"

Gay and lesbian couples want relationship equality -- and are hoping to get that treatment with an upcoming U.S. Supreme Court ruling on the Defense ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services and Janis Cowhey, Tax & Business Services Partner Discuss Practice Profile: Running an LGBT Practice on Accounting Today


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services and Janis Cowhey, Tax & Business Services Partner Discuss Practice Profile: Running an LGBT Practice on Accounting Today

Marcum’s LGBT practice leaders sat down with managing editor Tamika Cody to discuss some of the inequalities LGBT clients face when trying to file taxes.

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services and Janis Cowhey, Tax & Business Services Partner Discuss DOMA on Accounting Today Insider


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services and Janis Cowhey, Tax & Business Services Partner Discuss DOMA on Accounting Today Insider

The fate of the Defense of Marriage Act, also referred to as DOMA, currently sits in the hands of the Supreme Court. In 2011, the ....

Marcum Partner Nanette Lee Miller Named One of San Francisco's Most Influential Women in Business


Press Release

Marcum Partner Nanette Lee Miller Named One of San Francisco's Most Influential Women in Business

Nanette Lee Miller, West Coast Partner-in-Charge of Assurance Services at Marcum LLP and head of the national accounting and advisory firm's LGBT & Non-Traditional Family ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Quoted in Reuters Article


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Quoted in Reuters Article "Analysis: Gay Marriage Rights May Carry Bigger U.S. Tax Burden For Some"

If the U.S. Supreme Court strikes down a federal law defining marriage as between a man and woman, the newfound rights for gay married couples ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on Bloomberg Radio's Hays Advantage Show


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on Bloomberg Radio's Hays Advantage Show "U.S. Supreme Court's Case About DOMA"

On the eve of the U.S. Supreme Court’s hearing of oral arguments on the definition of marriage under the Defense of Marriage Act, Nanette Lee ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on National Public Radio's Morning Edition


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on National Public Radio's Morning Edition "High Court's Decision on Federal Marriage Law has Tax Implications"

How the Supreme Court decides the Defense of Marriage Act could mean changes for how same-sex couples file taxes. But experts say checking off the ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on Bloomberg TV's Market Makers


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on Bloomberg TV's Market Makers "Is Supreme Court Case About Marriage or Money?"

Marcum Head of LBGT Practice Nanette Lee Miller discusses the Supreme Court hearing arguments on same-sex marriage. She speaks on Bloomberg Television's "Market Makers."

Nanette Lee Miller's Op-Ed


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Nanette Lee Miller's Op-Ed "A Quick Explainer on Same-Sex Couples, Taxes" Featured on Advocate.com

Tax expert Nanette Lee Miller explains how same-sex couples can deal with the tangled ball of wires that is the American tax system.

Janis Cowhey, Tax & Business Services Partner, Quoted in Associated Press Article


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Janis Cowhey, Tax & Business Services Partner, Quoted in Associated Press Article "Gay Couples Could See Windfalls From Court Action"

For Mina Meyer and Sharon Raphael, two women in their 70s who fell in love more than four decades ago and have been married for ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in The Philadelphia Inquirer Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in The Philadelphia Inquirer Article "LGBT Planning"

Accounting and advisory firm Marcum LLP introduced an interactive online map last month that tracks the status of same-sex marriages in each of the 50 ....

Marcum Partner & LGBT Tax Specialist Nanette Lee Miller Discusses the Cost of Marriage Inequality Under DOMA on Suze Orman Panel


Press Release

Marcum Partner & LGBT Tax Specialist Nanette Lee Miller Discusses the Cost of Marriage Inequality Under DOMA on Suze Orman Panel

Nanette Lee Miller, a partner at Marcum LLP and head of the accounting and advisory firm’s national Lesbian, Gay, Bisexual, Transgender (LGBT) & Non-Traditional Family ....

Marcum LLP Launches Interactive Map Tracking Same-Sex Marriage by State


Press Release

Marcum LLP Launches Interactive Map Tracking Same-Sex Marriage by State

Marcum LLP, a top national accounting and advisory firm, today unveiled an interactive map tracking the status of same-sex marriage in each of the 50 ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in AccountingToday Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in AccountingToday Article "Marcum Tracks Same-Sex Marriage Tax Laws by State"

Accounting and advisory firm Marcum LLP has introduced an interactive online map that tracks the status of same-sex marriage in each of the 50 U.S. ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in San Francisco Business Times Article


As Seen In

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in San Francisco Business Times Article "Accountants Embrace LGBT Clients in Tax Quagmire"

Gay and lesbian couples, especially if married or in domestic partnerships under state law, face complex tax and accounting issues due to conflicting state and ....

Janis Cowhey, Tax & Business Services Partner, Quoted in The Washington Times Article


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Janis Cowhey, Tax & Business Services Partner, Quoted in The Washington Times Article "Franchot: Md. Married Gays Can't File Taxes Jointly"

Maryland's same-sex couples will soon be allowed to marry, but they won't be allowed to file joint income-tax returns - making Maryland the first state ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in San Francisco Chronicle Article


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in San Francisco Chronicle Article "Same-Sex Taxes if DOMA Dies"

From a financial standpoint, same-sex married couples have much to gain - and some to lose - if the Supreme Court overturns the federal Defense ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on Bloomberg TV's Bottom Line Show


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on Bloomberg TV's Bottom Line Show

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on Bloomberg TV’s Bottom Line Show

U.S. Supreme Court Hearing on DOMA Could Open the Door to Equal Federal Tax Treatment, Marcum Says


Press Release

U.S. Supreme Court Hearing on DOMA Could Open the Door to Equal Federal Tax Treatment, Marcum Says

Tax experts in the Lesbian, Gay, Bisexual and Transgender (LGBT) practice group at Marcum LLP, a top national accounting and advisory firm, said today ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in AccountingToday Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in AccountingToday Article "Supreme Court to Hear DOMA Case with Tax Implications"

The Supreme Court has agreed to hear a pair of cases challenging the constitutionality of the federal Defense of Marriage Act and of California's Proposition ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in USA Today Article


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in USA Today Article "For Gay and Lesbian Couples, Real Money at Stake"

The Defense of Marriage Act isn't so much about marriage as it is about money.

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on KGO Radio in San Francisco


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Interviewed on KGO Radio in San Francisco

During the interview, Ms. Miller discussed the Supreme Court’s decision on same sex marriage and the review of the legality of Proposition 8 ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in AccountingToday Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in AccountingToday Article "Marcum Offers Estate Planning Tips for LGBT Families"

Marcum LLP has issued a set of 10 essential estate planning tips for lesbian, gay, bisexual and transgender and other nontraditional families.

Marcum LLP Recommends Top 10 Estate Planning Tips for LGBT & Non-Traditional Families


Press Release

Marcum LLP Recommends Top 10 Estate Planning Tips for LGBT & Non-Traditional Families

Marcum LLP, a top national accounting and advisory firm, today issued its recommendations for the Top 10 essential estate planning tips for lesbian, gay, bisexual ....

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in CNNMoney Article


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in CNNMoney Article "Same-Sex Couples Could See Tax Windfalls"

If the U.S. Supreme Court strikes down the Defense of Marriage Act, the 1996 law that defines marriage as solely between a man and a ....

Janis Cowhey, Tax & Business Services Partner, Quoted in New York Times' Bucks Blog


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Janis Cowhey, Tax & Business Services Partner, Quoted in New York Times' Bucks Blog "Gay Couples May Want to File a Protective Tax Refund Claim"

The recent decision by a federal appeals court regarding the Defense of Marriage Act suggests gay couples may want to file something known as a ....

Second U.S. Circuit Court of Appeals Decision on Defense of Marriage Act Creates Immediate Opportunity for Tax Appeal, Marcum LLP Says


Press Release

Second U.S. Circuit Court of Appeals Decision on Defense of Marriage Act Creates Immediate Opportunity for Tax Appeal, Marcum LLP Says

Last Thursday's decision by the Second U.S. Circuit Court of Appeals regarding the Defense of Marriage Act (DOMA) creates an immediate opportunity for lesbian, gay, ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in Accounting Today Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in Accounting Today Article "DOMA Decision Creates Tax Appeal Opportunity for LGBT Families"

A recent decision by the Second U.S. Circuit Court of Appeals regarding the Defense of Marriage Act creates an immediate opportunity for lesbian, gay, bisexual ....

IRS - Answers to Frequently Asked Questions for Same-Sex Couples


Alert

IRS - Answers to Frequently Asked Questions for Same-Sex Couples

The following questions and answers provide information to same-sex domestic partners, same-sexindividuals in civil unions and same-sex couples whose marriage is recognized by state law ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in Public Accounting Report Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in Public Accounting Report Article "Marcum Launches LGBT, Non-Traditional Practice"

Nature abhors a vacuum, per an ancient Latin proverb (natura abhorret vacuum). Nature recognizes a vacuum as a vacancy to be filled and, often, as ....

Ronald Finkelstein, Tax & Business Services Partner, Featured in LIBN.com Article


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Ronald Finkelstein, Tax & Business Services Partner, Featured in LIBN.com Article "CPAs Open to LGBT Couples"

Many cheered last year’s legalization of same-sex marriage in New York. Among those showering rice along with best wishes were perceptive accounting firms.

Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in Reuters Article


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Nanette Lee Miller, West Coast Partner-In-Charge of Assurance Services, Featured in Reuters Article "Newly Married Gay Couples Face Tax Landmines"

While most tax news in this election cycle is focusing on expiring tax cuts, what may be most revolutionary about 2012 is how many newly ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in San Francisco Bay Times Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in San Francisco Bay Times Article "LGBT & Non-Traditional Family Tax"

Contending with the fragmented, ever-changing landscape of tax and financial laws and regulations impacting our community is an immense challenge.

Marcum's LGBT & Non-Traditional Family Practice Group Featured in the San Francisco Business Journal Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in the San Francisco Business Journal Article "Marcum Creates Accounting Practice Targeting Gay, Non-Traditional Couples"

Accounting firm Marcum established a practice focused on LGBT and other non-traditional families to help these clients navigate the complex and often-changing tax and financial ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in the New Haven Register Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in the New Haven Register Article "New Haven Firm Keeping LGBT on its Radar; Taken Into Account for Taxes, Planning"

In states that recognize same-sex marriage, couples have to file a minimum of three tax returns if they want to file jointly because federal law ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in CNNMoney.com Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in CNNMoney.com Article "Firms Make Financial Planning More Gay-Friendly"

Many big firms are trying to make financial planning a lot more gay-friendly.A growing number of financial planning firms, including Wells Fargo (WFC, Fortune ....

Janis Cowhey, Tax & Business Services Partner, Quoted in NJBiz.com Article


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Janis Cowhey, Tax & Business Services Partner, Quoted in NJBiz.com Article "Marcum Sees Niche in Providing Tax Services to Partners in Civil Unions"

When Gov. Chris Christie vetoed legislation in February to legalize same-sex marriage in New Jersey, accounting firm Marcum LLP saw a business opportunity, as members ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in South Florida Gay News Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in South Florida Gay News Article "Accounting Firm Focuses on LGBT Community"

It's simply complicated: The LGBT community faces unequal and often unfair tax treatment all over the country, each state having created its own policies regarding ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in Sun Sentinel Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in Sun Sentinel Article "Professionals Specialize in Gay Clients, NonTraditional Families"

More professionals are offering specialties to attract gay clients and serve non-traditional families.

Marcum's LGBT & Non-Traditional Family Practice Group Featured in Sun-Sentinel.com Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in Sun-Sentinel.com Article "Accounting Firm Adds Gay and Non-Traditional Family Practice"

Accounting firm Marcum LLP, which has offices in Fort Lauderdale, West Palm Beach and Miami, has formed a national practice group to address the needs ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in Gay.net Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in Gay.net Article "Marcum LLP Launches Nationwide LGBT Practice Group"

Marcum LLP, one of the largest accounting and financial advisory firms in the nation, announced yesterday that it has launched its LGBT and non-traditional family ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in Long Island Business News Article


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Marcum's LGBT & Non-Traditional Family Practice Group Featured in Long Island Business News Article "Marcum Forms LGBT, Non-Traditional Family Practice"

Saying it's seeking to provide better service to a group undeserved by accounting firms, Marcum has formed a lesbian, gay, bisexual and transgendered and non-traditional ....

Marcum LLP Launches National LGBT & Non-Traditional Family Practice Group


Press Release

Marcum LLP Launches National LGBT & Non-Traditional Family Practice Group

Marcum LLP, a leading national accounting, tax and advisory firm, today announced the formation of its national Lesbian, Gay, Bisexual and Transgender (LGBT) and Non-Traditional ....

Marcum's LGBT & Non-Traditional Family Practice Group Featured in Accounting Today Article


As Seen In

Marcum's LGBT & Non-Traditional Family Practice Group Featured in Accounting Today Article "Marcum Launches LGBT/Non-Traditional Families Practice"

Top 100 Firm Marcum LLP has launched a new Lesbian, Gay, Bisexual and Transgender and Non-Traditional Family Practice Group, to help LGBT and non-traditional individuals ....

Janis Cowhey, Tax & Business Services Partner, Quoted in Dow Jones Newswire Article


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Janis Cowhey, Tax & Business Services Partner, Quoted in Dow Jones Newswire Article "Property Traps For Gay And Unwed Pairs"

Aclient of New York tax attorney Janis CowheyMcDonagh recently found out some of this the hard way.

Janis Cowhey, Tax & Business Services Partner, Quoted in Financial Advisor Magazine Article


As Seen In

Janis Cowhey, Tax & Business Services Partner, Quoted in Financial Advisor Magazine Article "Same-Sex Couples Face Maze of Financial Issues"

Because same-sex marriage laws differ depending onjurisdiction, advisors need to get educated on how to navigate the increasinglycomplex financial issues facing the lesbian, gay, bisexual ....

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Contacts

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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

 
 
2017 YEAR-END TAX GUIDE

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