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Unseasonably warm temperatures have already caused specialty apparel retailers to lose more than $500 million in sales this holiday season.

Marcum's recent mergers were featured by Long Island Business News in a year-end retrospective on corporate consolidations.


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Marcum's recent mergers were featured by Long Island Business News in a year-end retrospective on corporate consolidations.

Mathematics has always been an important part of anything involving money. But in 2015, banks were doing a very different type of addition, uniting forces by merging. Others rolled out new branches, sometimes heading for the Big Apple.

 
NAIOP's Development magazine publishes


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NAIOP's Development magazine publishes "Going Public: The Ins and Outs for REITs," by Assurance Services Director John McCarthy.

THE POPULARITY OF real estate investment trusts (REITs) as an investment vehicle in today's marketplace has made the opportunity for REITs to become publicly traded companies more enticing.

 
Daily Business Review article by Tax & Business Services Partner Michele Lipson discusses top 10 business planning tips for law firms for 2016.


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Daily Business Review article by Tax & Business Services Partner Michele Lipson discusses top 10 business planning tips for law firms for 2016.

Year-end is a perfect time to review your business plans to ensure success for the future. These Top 10 year-end planning strategies for law firms will help you address your short-term and long-term goals to lay the groundwork for future growth and profitability.

 
Article by National Construction Industry Leader Joseph Natarelli and Chief Construction Economist Anirban Basu completes Marcum's 2015 series for Construction Accounting & Taxation, in the November/December issue.


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Article by National Construction Industry Leader Joseph Natarelli and Chief Construction Economist Anirban Basu completes Marcum's 2015 series for Construction Accounting & Taxation, in the November/December issue.

This was not a terrible year. About a year ago, we indicated that 2015 was poised to be the best year of the recovery thus far. Remarkably, we appear to be correct. The International Monetary Fund recently issued their estimate for U.S. economic growth for this year.

 
Associated Press quotes Assurance Partner Ron Friedman, head of Marcum's Retail & Consumer Products group, in article about slow holiday sales.


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Associated Press quotes Assurance Partner Ron Friedman, head of Marcum's Retail & Consumer Products group, in article about slow holiday sales.

The unseasonably warm weather has left some people feeling cold about holiday shopping.

 
Assurance Partner Ron Friedman, head of Marcum's Retail group, discusses the folding of retail chain Kitson with the Los Angeles Times.


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Assurance Partner Ron Friedman, head of Marcum's Retail group, discusses the folding of retail chain Kitson with the Los Angeles Times.

Back in Kitson's heyday, paparazzi staked out the boutique chain to snap photos of tabloid-fodder shoppers like Lindsay Lohan and Paris Hilton.

 
International Business Times quotes Tax & Business Services Partner David Appel on the economics of the EB5 immigrant investor program.


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International Business Times quotes Tax & Business Services Partner David Appel on the economics of the EB5 immigrant investor program.

Whether you're fleeing a war-torn country or seeking a lucrative Silicon Valley tech career, it can take years to obtain permanent residency in the U.S., the first solid step toward citizenship.

 
Newsday quotes Tax & Business Services Partner Diane Giordano in an article about the deductibility of corporate donations.


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Newsday quotes Tax & Business Services Partner Diane Giordano in an article about the deductibility of corporate donations.

For many companies, year-end is prime time for charitable giving… Keep in mind, though, there are different rules for different corporate structures, says Diane Giordano, a tax and business services partner at Marcum LLP in Melville.

 
Tax & Business Services Partner Diane Giordano Quoted by the New York Times


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Tax & Business Services Partner Diane Giordano Quoted by the New York Times

Corporations continue to use big civil legal settlements with federal regulators as a way to deduct billions of dollars from their American tax bills, largely because the regulators fail to forbid the practice in the terms of the settlements.

 
Long Island Partner-in-Charge Carolyn Mazzenga Quoted in Long Island Business News Story About Recent Marcum Mergers


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Long Island Partner-in-Charge Carolyn Mazzenga Quoted in Long Island Business News Story About Recent Marcum Mergers

Heading into 2016, there will continue to be an urge to merge in the accounting industry as regional firms look to expand their footprints and practice areas and aging sole proprietors and small firm partners seek an exit strategy, as well as the resources of a larger firm.

 
Construction Executive Publishes Article by Tax Partner Barry Fischman, About 179D Deduction


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Construction Executive Publishes Article by Tax Partner Barry Fischman, About 179D Deduction

The Energy Efficient Commercial Buildings Tax Deduction (179D) is a section of the tax code that rewards the design and installation of energy-efficient interior lighting, HVAC or building envelope systems in commercial buildings.

 
Real Estate Weekly features DGLF Merger Into Marcum


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Real Estate Weekly features DGLF Merger Into Marcum

Marcum LLP, a national accounting and advisory services firm, announced that it will merge with DGLF CPAs & Business Advisors, a full-service accounting firm specializing in construction and real estate, with offices in Nashville, Tennessee, and Orlando, Florida.

 
Senior Manager Janet Potter's article,


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Senior Manager Janet Potter's article, "Ancillaries: They aren't just 'extras' on the UB-04," appeared in the December issue of HCPro's Billing Alert for Long-Term Care.

Is gathering all the information about ancillary services for Part A residents really necessary? Or is it just busy work?

 
Marcum Continues Merger Spree, reports the Hartford Business Journal.


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Marcum Continues Merger Spree, reports the Hartford Business Journal.

Marcum, a national accounting and advisory services firm with a significant presence in Hartford, continues its expansion. It has added a multi-state CPA firm to its ranks.

 
Marcum Merges in DGLF CPAs & Business Advisors, Accounting Today reports.


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Marcum Merges in DGLF CPAs & Business Advisors, Accounting Today reports.

Marcum LLP has expanded its construction practice by merging in DGLF CPAs & Business Advisors, a firm with offices in Nashville, Tenn., and Orlando, Fla.

 
Philly.com quotes Jeffrey Zudeck, partner-in-charge of Marcum's Philadelphia region, in


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Philly.com quotes Jeffrey Zudeck, partner-in-charge of Marcum's Philadelphia region, in "Why Smart Firm Joined Bigger NY Rival" article.

"Our industry needs to consolidate. We were an awkward size," says Jim Smart, co-founder with Richard Devine of Smart, Devine & Co.

 
Marcum LLP Merges with Smart Devine Featured in Inside Public Accounting


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Marcum LLP Merges with Smart Devine Featured in Inside Public Accounting

New York-based Marcum (FY14 net revenue of $385 million) announced that it will merge in Philadelphia-based Smart, Devine & Company (FY14 net revenue of $15.5 million), effective Dec. 1.

 
CNBC quotes Ron Friedman, national leader of Marcum's Retail & Consumer Products group, in


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CNBC quotes Ron Friedman, national leader of Marcum's Retail & Consumer Products group, in "The Biggest Threat to Retail Sales Growth" article.

Millions of shoppers will fight through tryptophan-induced comas and head to the stores on Thanksgiving Day, or set their alarms for daybreak on Black Friday.

 
Smart Devine Agrees to Sell to Major New York Accounting Firm Featured in Philadelphia Business Journal


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Smart Devine Agrees to Sell to Major New York Accounting Firm Featured in Philadelphia Business Journal

New York-based accounting and consulting firm Marcum will complete its second major acquisition in the Philadelphia market when it merges with Smart Devine & Co., effective Dec. 1.

 
Quinnipiac Magazine Interviews Ann Arpino, Tax & Business Services Director, in


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Quinnipiac Magazine Interviews Ann Arpino, Tax & Business Services Director, in "Follow the Female Business Leader" article.

As a director of tax and business services at Marcum LLP in New Haven, Ann (Martino) Arpino '84 helps clients successfully manage their businesses. As an accounting professional with 30-plus years of experience, Arpino enjoys helping women successfully manage their careers.

 
Marcum's Merger with Smart, Devine & Co. Featured in Long Island Business News


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Marcum's Merger with Smart, Devine & Co. Featured in Long Island Business News

New York City-based Marcum, with major operations in Melville, announced today it will merge with Philadelphia-based Smart, Devine & Co., effective Dec. 1.

 
Marcum Makes Smart Devine Merger Official Featured in Accounting Today


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Marcum Makes Smart Devine Merger Official Featured in Accounting Today

Marcum LLP confirmed on Friday its merger with Smart, Devine & Company, LLC, an accounting and consulting firm based in Philadelphia, effective Dec. 1, 2015.

 
Long Island Business News quotes Robert Spielman, Tax & Business Services Partner, in


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Long Island Business News quotes Robert Spielman, Tax & Business Services Partner, in "Social Insecurity" article.

Accountants and financial advisors are changing the advice they give to some clients amid new Social Security regulations and the uncertainty over other aspects of that program in the future.

 
CNBC quotes Ron Friedman, national leader of Marcum's Retail & Consumer Products group, in


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CNBC quotes Ron Friedman, national leader of Marcum's Retail & Consumer Products group, in "High Stakes for These Retailers this Holiday Season" article.

For the retailers that have been knocking on death's door, this holiday shopping season has taken on an added sense of urgency.

 
Marcum Merging in Smart Devine Featured in Accounting Today


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Marcum Merging in Smart Devine Featured in Accounting Today

Smart Devine, a regional CPA firm in Philadelphia, is joining Top 100 firm Marcum LLP, based in New York.

 
Marcum LLP Featured in Inside Public Accounting Article,


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Marcum LLP Featured in Inside Public Accounting Article, "Marcum Leads Non-Big 4 Accounting Firms in IPO Audits."

New York-based Marcum (FY14 gross revenue of $385 million) performed more audits in connection with Initial Public Offerings (IPOs) than all other non-Big 4 accounting firms year-to-date.

 
Long Island Business News article,


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Long Island Business News article, "Marcum Expands Into Midwest Via Merger."

Accounting firm Marcum has expanded into the Midwest, by merging Illinois-based Frost, Ruttenberg & Rothblatt into its operations as of Nov. 1.

 
Crain's Chicago Business features Marcum merger in


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Crain's Chicago Business features Marcum merger in "New York Accounting Firm Buys Local Shop."

An independent Deerfield accounting firm founded 60 years ago is celebrating its anniversary by selling to a larger, New York-based firm.

 
CPA Practice Advisor article,


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CPA Practice Advisor article, "Marcum LLP Acquires Chicago Accounting Firm Frost Ruttenberg."

Marcum LLP, a top national accounting and advisory services firm, has acquired Frost, Ruttenberg & Rothblatt, P.C. (FROST), a full-service accounting firm with offices in Chicago and Deerfield, Illinois. The merger became effective November 1.

 
Accounting Today article,


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Accounting Today article, "Marcum Reaches into Midwest with Frost Merger."

Top 100 Firm Marcum LLP announced that it has merged with Illinois-based accounting firm Frost, Ruttenberg & Rothblatt PC, as of November 1.

 
Article by David Glusman, Advisory Services Partner and Thomas Reinke, Advisory Services Manager,


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Article by David Glusman, Advisory Services Partner and Thomas Reinke, Advisory Services Manager, "Federal Government Expands Health Care Anti-Fraud Efforts," Featured in The Legal Intelligencer

The federal government is expanding its health care fraud efforts on both the criminal and civil sides, signaling a much more aggressive effort to pursue actions under the False Claims Act and the federal Anti-Kickback Statute.

 
USA Today Quotes Ron Friedman, Co-Leader of Marcum's Retail & Consumer Products Group, in


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USA Today Quotes Ron Friedman, Co-Leader of Marcum's Retail & Consumer Products Group, in "Black Friday" Article.

Outdoor gear and sporting goods retailer REI is canceling Black Friday this year. No promotions, no hourly sales, no doorbusters, no waiting in line.

 
South Florida Legal Guide Features Marcum Partner David Appel in a Roundtable Discussing


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South Florida Legal Guide Features Marcum Partner David Appel in a Roundtable Discussing "The Outlook for International Real Estate Investment."

One of the foundations for South Florida's economy is the inbound flow of global commercial and real estate investments.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in CNBC Article,


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in CNBC Article, "The Latest Retailer to Join Discount Deluge."

Lord & Taylor on Monday became the latest department store to throw its hat into the off-price ring, saying it plans to open its first Find @ Lord & Taylor location in Paramus, New Jersey, next month, with six more stores slated for next year.

 
David Appel, Tax & Business Services Partner, Quoted in CNN Money Article,


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David Appel, Tax & Business Services Partner, Quoted in CNN Money Article, "It May Get Harder for Rich Chinese to Buy Green Cards."

It's about to get a lot harder to buy a green card. The U.S. government runs a program that grants permanent residency to foreigners who sink at least $500,000 into a job-creating investment.

 
Article by Joseph Natarelli, National Construction Industry Group Leader, and Anirban Basu, Marcum's Chief Construction Economist,


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Article by Joseph Natarelli, National Construction Industry Group Leader, and Anirban Basu, Marcum's Chief Construction Economist, "Just How Severe Are Those Construction Labor Shortages?," Featured in Construction Accounting & Taxation

Conventional wisdom holds that there are large skill shortages facing the U.S. construction industry now and into the future. Underlying this wisdom is a set of facts and a group of anecdotes.

 
Marcum Tech Top 40 Featured in Hartford Business Article,


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Marcum Tech Top 40 Featured in Hartford Business Article, "CT Technology Council Announces 2015 Marcum Tech Top 40 Winners."

Marcum LLP and the Connecticut Technology Council announced the winners of the 2015 Marcum Tech Top 40, an annual awards program recognizing the fastest-growing technology companies in Connecticut.

 
Crain's New York quotes Joseph Perry, partner-in-charge of Marcum's Tax & Business Services, in


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Crain's New York quotes Joseph Perry, partner-in-charge of Marcum's Tax & Business Services, in "Opportunity for Accountants Presents Challenges for Firms" article.

The accounting industry is growing—and looking for more help. Of the 30 firms on Crain's list, 22 have expanded their total of New York-area professionals in the past year, culminating in an 11.4% overall growth rate.

 
Marcum Tech Top 40 Featured in WNPR Article,


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Marcum Tech Top 40 Featured in WNPR Article, "New Haven's Continuity Is Fastest-Growing Tech Firm in Connecticut."

Continuity is one of 40 companies honored in six industries by the Marcum Tech Top 40.

 
Marcum Tech Top 40 Featured in Hartford Courant Article,


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Marcum Tech Top 40 Featured in Hartford Courant Article, "Marcum Tech Top 40 Winner Sales Grew Twelve-fold in 3 Years."

The Marcum Tech Top 40 honors Connecticut companies for revenue growth in software, Internet and telecom, energy, life sciences and advanced manufacturing. Companies with at least $50,000 in revenue in 2010 and at least $3 million in 2014 were eligible.

 
Marcum Tech Top 40 Featured in New Haven Register Article,


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Marcum Tech Top 40 Featured in New Haven Register Article, "New Haven Company Honored as Top Tech Company in Connecticut."

The Tech Top 40, now in its eighth year, is a joint effort between the Connecticut Technology Council and Marcum LLP, a large New York City-based firm with whose 23 accounting and advisory services in the United States and abroad include a New Haven location.

 
Article by David Glusman, Advisory Services Partner,


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Article by David Glusman, Advisory Services Partner, "What to Expect in the Future with the Supreme Court's Decisions Regarding Same-Sex Marriage," Featured in CPA Now

The decisions in Obergefell v. Hodges and United States v. Windsor have now set the stage for a multitude of changes in actions, options, and necessary planning decisions. While some issues remain unresolved, the two landmark decisions have established that same-sex couples now have all of the rights and responsibilities that have been available to heterosexual couples with respect to marriage.

 
Article by Maury Cartine, Partner-in-Charge of Marcum's National Alternative Investment Industry Group Tax Department,


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Article by Maury Cartine, Partner-in-Charge of Marcum's National Alternative Investment Industry Group Tax Department, "Moving into the Role of Hedge Fund Manager - Did You Think of Everything?," Featured in the HFMWeek

Recently, my spouse and I decided to move to a new home - a relatively new experience, since we had lived in the same home for 23 years. We thought everything was under control as we had done this before. We hired the best moving company, and we hired the best home inspector to examine our new home.

 
David Donnelly, Tax & Business Services Senior Manager, Quoted in Newsday Article


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David Donnelly, Tax & Business Services Senior Manager, Quoted in Newsday Article "For Many Long Islanders, App Economy Allows Them to Take on Side Jobs, Boost Their Income."

The "app economy" is gaining a foothold on Long Island as companies such as Uber Technologies Inc. and Airbnb Inc. offer on-demand services to clients and fresh income and flexible hours to workers.

 
Larry Ingber, Tax & Business Services Principal, Quoted in Long Island Business News Article


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Larry Ingber, Tax & Business Services Principal, Quoted in Long Island Business News Article "Act Now, Pay Less Later?"

A change in estate planning regulations is expected, possibly as early as mid-September, prompting some high-net-worth individuals to act now to take advantage of something called valuation discounts - before they are reduced or eliminated altogether.

 
Dennis Pellecchia, Partner-in-Charge, Needham Office, Featured in New England Real Estate Journal Article,


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Dennis Pellecchia, Partner-in-Charge, Needham Office, Featured in New England Real Estate Journal Article, "Deductability of Payment Made in Redemption of a Recalcitrant Partner's Interest, Arising in Connection With a Dispute."

Can any part of a payment, or payments, made to settle a partners' dispute, including the redemption of a recalcitrant partner's interest, provide an ordinary current deduction for the remaining partners?

 
Janis Cowhey, Co-Leader of the Modern Family & LGBT Services Group, Quoted in Financial Advisor Article,


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Janis Cowhey, Co-Leader of the Modern Family & LGBT Services Group, Quoted in Financial Advisor Article, "Supreme Court Rulings' Impact On Tax Planning."

Some recent high-profile U.S. Supreme Court decisions have clarified the tax situations for many clients of financial advisors.

 
Helen Liao, Assurance Services Partner, Featured in Long Island Business News Article,


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Helen Liao, Assurance Services Partner, Featured in Long Island Business News Article, "Who's Who in Women in Professional Services & Green."

Helen Liao, CPA is a partner in Marcum LLP's technical review and quality control group. Liao specializes in public clients that file reports with SEC and International exchanges.

 
Article by Joseph Natarelli, National Construction Industry Group Leader, and Anirban Basu, Chief Construction Economist,


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Article by Joseph Natarelli, National Construction Industry Group Leader, and Anirban Basu, Chief Construction Economist, "The Good, the Bad, and the Inflationary," Featured in Construction Accounting and Taxation

This year is supposed to be the year that the U.S. economic recovery kicks into high gear. Of course, last year was, too. So was 2013. In fact, the U.S. economy failed to engage any gear other than reverse during the first three months of the year, with gross domestic product (GDP) shrinking 0.7 percent on an annualized basis during that period.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Fortune Article,


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Fortune Article, "Lowe's Renovates Retail Strategy with New Manhattan Stores."

Lowe's Home Improvement is entering the competitive Manhattan retail market for the first time this summer with the opening of two new stores, a move that hints at how the chain is remodeling its broader retail strategy to capture growing U.S. urban markets.

 
Carolyn Mazzenga, Partner-In-Charge of the Melville Office, Quoted in Long Island Business News Article,


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Carolyn Mazzenga, Partner-In-Charge of the Melville Office, Quoted in Long Island Business News Article, "For Accountants, Busy Season Continues."

While you spend your weekends enjoying the summer sun, your accountant may be slaving over your business' taxes.

 
Carolyn Mazzenga, Partner-In-Charge of the Melville Office, Quoted in Long Island Business News' 2015 Finance & Accounting Guide Article,


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Carolyn Mazzenga, Partner-In-Charge of the Melville Office, Quoted in Long Island Business News' 2015 Finance & Accounting Guide Article, "Not Just Accountants."

Accounting firms can do a lot more than just file taxes and produce audits. Many also offer consulting services in fields as widespread as special education and cybersecurity.

 
Michael D'Addio, Tax & Business Services Principal, Featured in Metropolitan Corporate Counsel Roundtable Discussion,


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Michael D'Addio, Tax & Business Services Principal, Featured in Metropolitan Corporate Counsel Roundtable Discussion, "On Bitcoin: Voices From the Cutting Edge."

The Internal Revenue Service clarified a number of issues concerning the taxation of bitcoin and other "cryptocurrency" last year in Notice 2014-21.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in LA Times Article,


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in LA Times Article, "New CEO to Succeed Paul Marciano at Guess."

Los Angeles fashion firm Guess Inc., known for its tight jeans and beach babe models, is replacing co-founder Paul Marciano with a new chief executive from outside the company.

 
Steve Rapattoni, Partner-In-Charge of the Irvine Office, Quoted in Orange County Business Journal's Q&A Section


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Steve Rapattoni, Partner-In-Charge of the Irvine Office, Quoted in Orange County Business Journal's Q&A Section

A diversity of business sectors, ample capital held by investor groups, and demographic factors are some key drivers behind a robust mergers-and-acquisitions scene in Orange County.

 
Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Interviewed on PBS NewsHour Segment,


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Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Interviewed on PBS NewsHour Segment, "More LGBT Weddings? More Wedding Cakes!"

We have got accountants who need to do tax returns, maybe amended tax returns, maybe review past tax returns. And we have got lawyers who need to review estate planning documents, you know, what do you need to do going forward, what do you have in place until now, so there's a lot that's going to change

 
Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Interviewed on NY1 News Segment,


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Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Interviewed on NY1 News Segment, "Same-Sex Marriage Ruling Brings Changes to Tax, Estate Planning."

The recent Supreme Court decision that legalized same sex marriage nationwide also made it a lot easier for those married couples to file their taxes.

 
Article by David Glusman, Advisory Services Partner,


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Article by David Glusman, Advisory Services Partner, "Innocent Spouse Tax Relief: Facts and Circumstances Will Prevail," Featured in The Legal Intelligencer

One of the more challenging issues an accountant or attorney will face is when a client receives a notice from the Internal Revenue Service assessing additional tax, penalties and interest.

 
Jeffrey Weiner, Managing Partner, Interviewed by Leaders Magazine


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Jeffrey Weiner, Managing Partner, Interviewed by Leaders Magazine

Jeffrey Weiner joined Marcum in 1981 and has served as Managing Partner since 1990. In 2013, Weiner was voted one of the accounting industry's Top Five Most Admired Peers in a national poll by Inside Public Accounting.

 
Modern Family & LGBT Services Group Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in About.com Article,


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Modern Family & LGBT Services Group Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in About.com Article, "Tax Implications of Supreme Court's Same-Sex Marriage Ruling."

On June 26, 2015, the Supreme Court ruled that the 14th Amendment of the US Constitution requires all states in the union to license marriage between two people and requires all states to recognize marriages lawfully performed in another state or country. Regardless of each person's gender, all people have a right to marry.

 
Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Featured in NPR Article,


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Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Featured in NPR Article, "The Economic Reality Of The Same-Sex Marriage Ruling."

At Pride events in New York City this weekend, the emotional excitement about marriage equality was evident. But many people also were thrilled about the practical considerations.

 
Nanette Lee Miller, Modern Family & LGBT Services Group Co-Leader, Quoted in BBC Article,


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Nanette Lee Miller, Modern Family & LGBT Services Group Co-Leader, Quoted in BBC Article, "First Marriage, Now Money Equality."

In a much anticipated move on Friday, the United States Supreme Court ruled that gay marriage is legal nationwide. That means that the 13 states that previously banned same-sex marriage will no longer be able to do so. It will be unconstitutional to deny marriage licenses to gay and lesbian couples.

 
Nanette Lee Miller, Modern Family & LGBT Services Group Co-Leader, Interviewed by KGO Radio,


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Nanette Lee Miller, Modern Family & LGBT Services Group Co-Leader, Interviewed by KGO Radio, "Supreme Court Ruling Legalizing Same Sex Marriage May Affect Nation's Taxes."

The Supreme Court's decision to legalize same sex marriage could make an impact in the nation's economy because of the shifted tax consequences.

 
Nanette Lee Miller, Modern Family & LGBT Services Group Co-Leader, Featured on KGO 810 News Segment,


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Nanette Lee Miller, Modern Family & LGBT Services Group Co-Leader, Featured on KGO 810 News Segment, "Supreme Court Ruling Legalizing Same Sex Marriage May Affect Nation's Taxes."

The Supreme Court's decision to legalize same sex marriage could make an impact in the nation's economy because of the shifted tax consequences.

 
Nanette Lee Miller, Modern Family & LGBT Services Group Co-Leader, Featured in The Wall Street Journal Article,


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Nanette Lee Miller, Modern Family & LGBT Services Group Co-Leader, Featured in The Wall Street Journal Article, "Supreme Court Ruling on Gay Marriage Raises Practical Issues."

After the Supreme Court's decision that same-sex couples have a right to wed, state officials, couples, lawyers and financial planners began considering a host of practical issues.

 
Modern Family & LGBT Services Group Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in CPA Practice Advisor Article,


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Modern Family & LGBT Services Group Co-Leaders Nanette Lee Miller and Janis Cowhey, Quoted in CPA Practice Advisor Article, "Tax and Financial Implications of the Supreme Court's Ruling on Marriage Equality."

Tax and Estate Planning experts from the Modern Family & LGBT Services Practice group at Marcum LLP responded to the financial implications of today's U.S. Supreme Court decision establishing same-sex marriage as a legal right in all 50 states.

 
Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Interviewed by TheStreet.com,


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Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Interviewed by TheStreet.com, "Supreme Court Ruling on Gay Marriage to Impact Businesses, Individuals."

There are financial implications for individuals and businesses following the U.S. Supreme Court's ruling that legalizes same-sex marriage nationwide. Janice Cowhey, a partner at Marcum, said the ruling will impact the economy and that the marriage business will boom.

 
Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Featured in Marketplace Article,


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Janis Cowhey, Modern Family & LGBT Services Group Co-Leader, Featured in Marketplace Article, "The Financials of Same-Sex Marriage."

The Supreme Court ruling that same-sex couples have a right to marry could bring some big financial changes.

 
Janis Cowhey, Co-Leader of the Modern Family & LGBT Services Group, Quoted in CNBC Article,


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Janis Cowhey, Co-Leader of the Modern Family & LGBT Services Group, Quoted in CNBC Article, "Same-Sex Marriage Ruling Levels Financial Playing Field."

The Supreme Court today delivered a historic victory for gay rights, ruling 5 to 4 that the Constitution requires that same-sex couples be allowed to marry no matter where they live and that states may no longer reserve the right only for heterosexual couples.

 
Janis Cowhey, Co-Leader of the Modern Family & LGBT Services Group, Quoted in Bloomberg Article,


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Janis Cowhey, Co-Leader of the Modern Family & LGBT Services Group, Quoted in Bloomberg Article, "Supreme Court Marriage Ruling Unties Couples' Personal Finance Knot."

The U.S. Supreme Court's decision to legalize same-sex marriage nationwide will remove tax and personal-finance headaches that have bedeviled gay couples.

 
Janis Cowhey, Co-Leader of the Modern Family & LGBT Services Group, Quoted in Bloomberg Article,


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Janis Cowhey, Co-Leader of the Modern Family & LGBT Services Group, Quoted in Bloomberg Article, "Marriage Ruling Ends Personal-Finance Confusion for Gay Couples."

The Supreme Court's decision to allow same-sex marriage nationwide will remove tax and personal-finance headaches that have bedeviled gay couples.

 
Article by Joseph Natarelli, National Construction Industry Group Leader, and Anirban Basu, Marcum's Chief Construction Economist,


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Article by Joseph Natarelli, National Construction Industry Group Leader, and Anirban Basu, Marcum's Chief Construction Economist, "2015 Remains Filled With Promise," Featured in Construction Accounting & Taxation

Coming into 2015, many economists were forecasting above 3 percent growth. Some still are. Tailwinds, such as a booming stock market, lower fuel prices, rapid job growth, and early evidence of sharper wage gains, led forecasters to believe that 2015 was shaping up to be the best year for the economy since 2005, the last year the U.S. economy expanded more than 3 percent over the course of a calendar year (at 3.4 percent).

 
John Swirsding, Assurance Services Partner, Featured in Inside Public Accounting Article,


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John Swirsding, Assurance Services Partner, Featured in Inside Public Accounting Article, "Swirsding Joins Marcum as Philadelphia Partner."

John Swirsding has joined New York-based Marcum LLP as an assurance services partner in the firm's Philadelphia office.

 
Article by David Glusman, Advisory Services Partner,


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Article by David Glusman, Advisory Services Partner, "Tax-Planning Tips for Married Same-Sex Couples," Featured in The Philadelphia Gay News

The LGBT community is anxiously awaiting the Supreme Court decision, expected imminently, that may finally establish same-sex marriage as a civil right in all 50 states. But regardless of how the court decides, married same-sex couples still have to be vigilant and proactive in how they protect their financial assets and plan for the future.

 
Robert Spielman, Tax and Business Services Partner, Quoted in Reuters Article,


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Robert Spielman, Tax and Business Services Partner, Quoted in Reuters Article, "YOUR MONEY - Graduating into the Family Business."

There is one big advantage 23-year-old Clint Morrison has found joining his family's business fresh upon graduating from Rider University: he has a job, while most of his friends do not.

 
2015 Marcum MicroCap Conference Featured in Business Insider Article,


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2015 Marcum MicroCap Conference Featured in Business Insider Article, "Wall Street has one Question for Dick Fuld."

As CEO of Lehman Brothers in 2008, Richard Fuld presided over one of the most stunning failures in modern finance. This week, at his first public appearance in around six years, he said that his firm actually wasn't crumbling all those years ago.

 
2015 Marcum MicroCap Conference Featured in The Wall Street Journal Article,


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2015 Marcum MicroCap Conference Featured in The Wall Street Journal Article, "Lehman's Fuld, 7 Years Later, Says Perfect Storm Caused Crisis."

Richard Fuld Jr., the man at the helm of Lehman Brothers Holdings Inc. when it collapsed in 2008, said a "perfect storm" of events caused the financial crisis.

 
2015 Marcum MicroCap Conference Featured in Crain's Article,


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2015 Marcum MicroCap Conference Featured in Crain's Article, "Seven Years Later, Dick Fuld Opens Up - Sort of - on Lehman's Failure."

The former Lehman Brothers CEO spoke Thursday in a public forum for the first time since the bank's 2008 collapse. "You don't have the time to hear all the things I would have done differently," he said.

 
David Bukzin, Partner-In-Charge, SEC Practice Group, Interviewed by CNBC


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David Bukzin, Partner-In-Charge, SEC Practice Group, Interviewed by CNBC "MicroCap Expert on Investing, Fuld."

Kate Kelly talks with with David Bukzin, partner-in-charge of the SEC practice group of the accounting and advisory firm Marcum LLP, at the firm's fourth annual Marcum MicroCap Conference, about opportunities in the microcap space and why they chose Dick Fuld, former Lehman Brothers CEO, to deliver the keynote.

 
CNBC Broadcasts Live from 2015 Marcum MicroCap Conference


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CNBC Broadcasts Live from 2015 Marcum MicroCap Conference

CNBC broadcasted live from the 2015 Marcum MicroCap Conference, reporting several stories throughout the day.

 
2015 Marcum MicroCap Conference Featured in The Wall Street Journal Article,


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2015 Marcum MicroCap Conference Featured in The Wall Street Journal Article, "Lehman's Fuld Says It Wasn't His Fault."

In an appearance marking his return to the public eye, Richard Fuld Jr. insisted he doesn't want to play "woulda, coulda, shoulda" about the collapse of Lehman Brothers Holdings Inc.

 
2015 Marcum MicroCap Conference Featured in The New York Times Article,


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2015 Marcum MicroCap Conference Featured in The New York Times Article, "Breaking Silence, Richard Fuld Speaks on Love, Putin and Rocky."

After nearly seven years of public silence, Richard S. Fuld Jr., the former chief executive of Lehman Brothers, had a lot to say.

 
2015 Marcum MicroCap Conference Featured in Financial Times Article,


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2015 Marcum MicroCap Conference Featured in Financial Times Article, "Unrepentant Fuld Blames Government in Rare Appearance."

Dick Fuld, the chief executive who presided over the implosion of Lehman Brothers, used his first voluntary public appearance since 2008 to blame the US government for fuelling the financial crisis and ordering the closure of his investment bank.

 
2015 Marcum MicroCap Conference Featured in CNN Money Article,


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2015 Marcum MicroCap Conference Featured in CNN Money Article, "Ex-Lehman CEO Dick Fuld: At Least My Mom Still Loves Me."

Fuld's comments marked his first public remarks since being grilled by investigators on the Financial Crisis Inquiry Commission in 2010.

 
2015 Marcum MicroCap Conference Featured in Associated Press Article,


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2015 Marcum MicroCap Conference Featured in Associated Press Article, "Ex-Lehman CEO Blames Variety of Factors for Collapse."

In his first public remarks since Lehman Brothers went bankrupt, former CEO Richard Fuld said no single factor caused the 2008 financial crisis that destroyed Lehman.

 
Diane Giordano, Tax & Business Services Partner, Quoted in Long Island Business News Article,


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Diane Giordano, Tax & Business Services Partner, Quoted in Long Island Business News Article, "Blinded by Science."

Diane Giordano, a partner at Marcum in Melville, has seen a cross-section of companies qualify for credits. A recycler extracting precious metals from computers, a furniture firm improving software to design furniture and a company that switched to rice flour to make gluten-free cookies top the list.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in CBSNews.com Article,


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in CBSNews.com Article, "5 Obstacles to a Walmart Turnaround."

Douglas McMillon has urged investors to be patient as he has tried to turn around Walmart's (WMT) financial fortunes ever since he was named CEO of the world's largest retailer in 2013.

 
John Eckweiler, Partner-in-Charge, Tax & Business Services, California Region, Featured in Orange County Business Journal Article,


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John Eckweiler, Partner-in-Charge, Tax & Business Services, California Region, Featured in Orange County Business Journal Article, "Marcum Names Irvine Partner to Head CA Tax Business."

National accounting firm Marcum LLP has named John Eckweiler, a partner in its Irvine office, partner-in-charge of tax and business services for its California operations.

 
David Bukzin, Partner-In-Charge, New York City Office, Interviewed in Equities.com Article


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David Bukzin, Partner-In-Charge, New York City Office, Interviewed in Equities.com Article "Small is Getting Big on Wall Street: David Bukzin of Marcum LLP Discusses the 2015 MicroCap Conference."

It's clear that the U.S. capital markets are back to robust levels by any metric, closing banner year after banner year in which deal volume, number of IPOs, dollar amount raised, and so forth continue to rise by healthy growth rates.

 
Article by James Ashe, Stephen Lassar & Daniel Roche,


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Article by James Ashe, Stephen Lassar & Daniel Roche, "Treatment of Deal-Related 'Synergy' Takes Center Stage," Featured in New York Law Journal

The U.S. economy is back; well kind-of. While we're not talking about the expansion witnessed through 1998-1999, the U.S. economy is gaining momentum after a prolonged slow recovery from the 2007 economic recession.

 
Ronald Finkelstein, Tax & Business Services Partner, Quoted in Barrons Article,


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Ronald Finkelstein, Tax & Business Services Partner, Quoted in Barrons Article, "Can Another State Tax Your Trust?"

Smartly setting up trusts requires knowledge of state tax laws, not just federal rules.

 
Rorrie Gregorio, National Partner-in-Charge, Marcum Family Office Group Named one of the 50 Most Influential Women in Private Wealth by Private Asset Management Magazine


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Rorrie Gregorio, National Partner-in-Charge, Marcum Family Office Group Named one of the 50 Most Influential Women in Private Wealth by Private Asset Management Magazine

Rorrie Gregorio, National Partner-in-Charge of the Marcum Family Office Group at Marcum LLP, has been named one of the 50 Most Influential Women in Private Wealth by Private Asset Management magazine.

 
Nanette Lee Miller, Assurance Services Partners & Janis Cowhey, Tax Services Partner, Co-Leaders of the LGBT Practice Group, Quoted in Law360 Article,


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Nanette Lee Miller, Assurance Services Partners & Janis Cowhey, Tax Services Partner, Co-Leaders of the LGBT Practice Group, Quoted in Law360 Article, "Tax Tips For Same-Sex Couples Awaiting High Court Decision."

Marcum Assurance Services Partner Nanette Lee Miller and Tax Partner Janis Cowhey, co-leaders of the Firm's LGBT & Non-Traditional Families Practice group, were quoted in a May 11 article by Eric Kroh for Law360, entitled, "Tax Tips for Same-Sex Couples Awaiting High Court Decision.

 
Kevin Cole, Assurance Services Partner, Quoted in Hartford Business Journal Article,


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Kevin Cole, Assurance Services Partner, Quoted in Hartford Business Journal Article, "Dollar Doldrums Hit CT Export Sales."

The recent rise in the value of the U.S. dollar is a nice thing for those who travel abroad, but Connecticut exporters have been taking it on the chin.

 
Marcum LLP Featured in Accounting Today Article,


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Marcum LLP Featured in Accounting Today Article, "Marcum Channels its Marketing Campaign to Cable TV."

Top 100 Firm Marcum LLP has launched a television advertising campaign in key markets across the United States.

The Ask Marcum campaign, which also includes print, digital and billboard ads, showcases Marcum's expertise as a leading accounting and advisory firm serving public and private middle-market companies, entrepreneurs, and high net worth individuals.

 
Article by Jeffrey Zudeck, Partner-in-Charge, Philadelphia Region,


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Article by Jeffrey Zudeck, Partner-in-Charge, Philadelphia Region, "Microcaps: Understand the Risks and Reap the Rewards," Featured in The Metropolitan Corporate Counsel

Whether you're an issuer or an investor, playing in the microcap arena can be riskier than with other forms of investment, at times significantly so. Many microcap stocks are traded over the counter, directly between brokers and dealers.

 
Article by Janis Cowhey, Co-Leader of the LGBT Practice Group and David Glusman, Advisory Services Partner,


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Article by Janis Cowhey, Co-Leader of the LGBT Practice Group and David Glusman, Advisory Services Partner, "'Innocent Spouse' Tax Relief in Same-Sex Married Couples," Featured in New York Law Journal

When the Internal Revenue Service (IRS) conducts audits of joint tax returns, whether for same-sex couples or traditional heterosexual couples, the starting assumption of the government is that both taxpayers are jointly and severally liable for any tax or penalty assessed. That means that both of the taxpayers will be held accountable without regard to whose income was understated or whose expenses were overstated.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in LA Times Article,


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in LA Times Article, "Frederick's of Hollywood Closes All Stores, Strips Down to Web."

Frederick's of Hollywood Group Inc., a Los Angeles lingerie brand that struggled to compete with rival Victoria's Secret, has closed all of its stores and will do business only online.

 
Janis Cowhey, Co-Leader of the LGBT Practice Group, Quoted in Associated Press Article,


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Janis Cowhey, Co-Leader of the LGBT Practice Group, Quoted in Associated Press Article, "Tax Day Gets Complicated for Same-Sex Couples in States that Don't Recognize Their Marriages."

A necessary burden for most Americans, Tax Day is an accounting nightmare for thousands of gay and lesbian couples as they wrestle with the uneven legal status of same-sex marriage in the United States.

 
David Glusman, Advisory Services Partner, Featured in The Huffington Post Article,


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David Glusman, Advisory Services Partner, Featured in The Huffington Post Article, "Here Are 11 LGBT Tax Planning Tips, Courtesy of Marcum's David Glusman."

Whether you're ahead of the game or procrastinate until the last minute, filing your income taxes is rarely a gratifying experience, even in the best of circumstances.

The mere mention of April 15 may be enough to prompt visions of gloom and doom in even the most tenacious of individuals, but there are still a handful of ways for everyone to make Tax Day a bit less irksome.

 
Christina Catalina, Alternative Investment Group Partner, Quoted in The Trusted Professional Article,


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Christina Catalina, Alternative Investment Group Partner, Quoted in The Trusted Professional Article, "NYSSCPA Agrees with FASB on Investment Company Proposal."

The NYSSCPA has given its support to a Financial Accounting Standards Board (FASB) proposal that would require master-feeder funds to provide financial statements, saying the move would codify what had long been standard industry practice and would boost transparency.

 
Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured in Long Island Business News Article,


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Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured in Long Island Business News Article, "Dividend With That."

Nathan's Famous stockholders recently had a big payday when the firm shelled out $116 million to pay a $25-pershare special dividend as of March 20.

 
Jeffrey Solomon, Connecticut Partner-in-Charge, Assurance Services, Featured in Hartford Business Journal Article,


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Jeffrey Solomon, Connecticut Partner-in-Charge, Assurance Services, Featured in Hartford Business Journal Article, "Marcum LLP Names Partner-in-Charge of Assurance Services."

National accounting and advisory services firm Marcum LLP has named Jeffrey C. Solomon as Connecticut partner-in-charge of assurance services.

 
2015 Marcum MicroCap Conference Featured in The Wall Street Journal Article,


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2015 Marcum MicroCap Conference Featured in The Wall Street Journal Article, "Lehman's Ex-CEO Is Resurfacing."

Richard Fuld Jr., who was chief executive of Lehman Brothers Holdings Inc., has been largely out of the public eye since the firm collapsed in 2008.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in California Apparel News Article,


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in California Apparel News Article, "The U.S. Dollar Is on Fire: The Pros and Cons for U.S. Apparel Manufacturers."

The U.S. dollar is sailing at a 12-year high. A strong greenback means that if you travel overseas, hotels and restaurant dinners are cheaper. It also means raw materials produced overseas, such as fabric, zippers and buttons, have suddenly gone on sale.

 
Article by David Glusman, Advisory Services Partner,


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Article by David Glusman, Advisory Services Partner, "Rolling the Dice with Monte Carlo Simulations," Featured in The Legal Intelligencer

Just the phrase "Monte Carlo" invites images of glamorous women and debonair men gathered around a baccarat table - ah, the glories of James Bond. While most of us will never see the inside of Casino de Monte-Carlo, it's a safe bet that we will run across a Monte Carlo simulation.

 
Heather Bearfield, National Technology Assurance Practice Group Leader, Interviewed about Corporate Cybersecurity Vulnerabilities by Thestreet.com.


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Heather Bearfield, National Technology Assurance Practice Group Leader, Interviewed about Corporate Cybersecurity Vulnerabilities by Thestreet.com.

Heather Bearfield, National Technology Assurance Practice Group Leader, was interviewed about Corporate Cybersecurity Vulnerabilities by thestreet.com.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Fortune Article


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Fortune Article "Lululemon Family Launches "Technical Cashmere" Brand -- and It's Selling"

Ron Friedman, a retail consultant for accounting and advisory firm Marcum LLP, touts the Kit and Ace strategy as the "future of apparel."

 
Article by Colleen McHugh, Alternative Investment Group Director,


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Article by Colleen McHugh, Alternative Investment Group Director, "Tax Issues to Consider When a Partnership Interest is Transferred," Featured in Bloomberg BNA

There can be several tax consequences as a result of a transfer of a partnership interest during the year. This article discusses some of those tax issues applicable to the partnership.

 
Article by Edward Reitmeyer, Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services,


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Article by Edward Reitmeyer, Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services, "What Every Taxpayer Needs to Know this Tax Season," Featured in Philadelphia Business Journal

The annual anguish of tax filing may be a bit more painful this year for some taxpayers, as new regulations adopted by the Internal Revenue Service will require an additional form to be filed by taxpayers in every industry.

 
The Marcum Commercial Construction Index Featured in Commercial Construction & Renovation Article,


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The Marcum Commercial Construction Index Featured in Commercial Construction & Renovation Article, "Construction Spending Carries Momentum into 2015."

Total nonresidential construction spending was 6.6 percent higher in 2014 than in 2013 on a nonseasonally adjusted basis, with all signs pointing toward continued construction spending growth in 2015.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Los Angeles Business Journal Supplement, Consumer Goods & Retail Roundtable


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Los Angeles Business Journal Supplement, Consumer Goods & Retail Roundtable

The world of consumer goods and retail has been heating up and has clearly become one of the fastest growing and most vibrant business sectors in Southern California. The landscape of managing such businesses has rapidly evolved as well - with laws, regulatory protocols, best practices, consumer and business needs and industry trends seemingly changing by the season.

 
Article by Joseph Natarelli, National Construction Industry Group Leader, and Anirban Basu, Marcum's Chief Construction Economist,


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Article by Joseph Natarelli, National Construction Industry Group Leader, and Anirban Basu, Marcum's Chief Construction Economist, "Construction Industry Finally Hitting Stride," Featured in Construction Accounting & Taxation

After a challenging start to the year, the nation's economy came racing back as the final snows melted in early 2014. Construction projects that were delayed by the harsh winter got underway, auto sales surged, and people began to dine out, shop, and generally engage in business activity. The impact of ongoing economic progress can be viewed through multiple lenses, including from the perspective of labor market performance.

 
Jeffrey Solomon, Connecticut Partner-in-Charge, Assurance Services, Featured in Inside Public Accounting Article,


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Jeffrey Solomon, Connecticut Partner-in-Charge, Assurance Services, Featured in Inside Public Accounting Article, "Marcum Admits Solomon as Connecticut PIC of Assurance Services."

Jeffrey Solomon has been admitted as Connecticut PIC of assurance services by New York-based Marcum LLP (FY13 net revenue of $350.2 million). Based in New Haven, Conn., Solomon will additionally be responsible for assurance services to clients of the firm's Hartford and Greenwich, Conn., offices.

 
John Mezzanotte, Partner-in-Charge, Greenwich, CT Office, Quoted in Associated Press Article,


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John Mezzanotte, Partner-in-Charge, Greenwich, CT Office, Quoted in Associated Press Article, "Connecticut Keeps Close Eye on its Super-Rich Residents."

If you're a billionaire living in Connecticut, chances are the tax department is keeping an eye on you.

In a state home to some of the richest Americans, tax officials go to some lengths to keep them - or, more accurately, keep the billions of dollars in revenue their income taxes generate.

 
Article by Robert Mercado, Assurance Services Partner & James Miller, Assurance Services Sr. Manager,


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Article by Robert Mercado, Assurance Services Partner & James Miller, Assurance Services Sr. Manager, "New Revenue Recognition Standards Require Contractors to Think Differently," Featured in Construction Accounting and Taxation

After nearly 1,000 comment letter s, with 350 letters from the construction industry alone, the International Accounting Standards Board (IASB) and the Financial Accounting Standards Board (FASB) published a new joint standard on revenue recognition, replacing most of the existing guidance and taking a major step toward converging Accounting Principles Generally Accepted in the United States (U.S. GAAP) and International Financial Reporting Standards (IFRS).

 
Michael D'Addio, Tax & Business Services Principal, Quoted in Long Island Business News Article,


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Michael D'Addio, Tax & Business Services Principal, Quoted in Long Island Business News Article, "The ACA Meets the IRS."

This year, for the first time, the health insurance taxpayers carry may directly affect the size of the tax refund they receive from the Internal Revenue Service.

Confused? You're not alone.

 
Michael D'Addio, Tax & Business Services Principal, Quoted in Bloomberg BNA 2015 State Tax Outlook Special Report Article,


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Michael D'Addio, Tax & Business Services Principal, Quoted in Bloomberg BNA 2015 State Tax Outlook Special Report Article, "Changes in 2015 for Trusts and Estates."

When a trust is a resident trust under a state's law, the state may tax the trust's entire income. Double taxation becomes a concern because trust residency laws vary so much among the states that a trust may be considered a resident trust in more than one state, and thus, taxable on its entire income in multiple states.

 
Janis Cowhey, Co-Leader of the LGBT Practice Group, Quoted in Bloomberg BNA 2015 State Tax Outlook Special Report Article,


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Janis Cowhey, Co-Leader of the LGBT Practice Group, Quoted in Bloomberg BNA 2015 State Tax Outlook Special Report Article, "Filing Uncertainty Remains For Married, Same-Sex Taxpayers in 2015."

Although the last two years have brought significant clarity at the state level regarding married, samesex couples' filing status, many same-sex couples will still be unable to file joint state returns in 2015, leaving them restricted to filing separately or unsure as to their appropriate filing status.

 
Robert Spielman, Tax and Business Services Partner, Quoted in Bloomberg Business Article,


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Robert Spielman, Tax and Business Services Partner, Quoted in Bloomberg Business Article, "College Sports Ticket Tax Break Would Vanish in Obama Budget."

President Barack Obama wants to remove a tax benefit for college sports fans.

 
Article by Brett McGrath, Partner, Tax & Business Services,


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Article by Brett McGrath, Partner, Tax & Business Services, "Time for an Estate Planning Checkup," Featured in Hartford Business Journal

Just as we should all be going to our family doctors as we get older to make sure we are healthy and in good physical condition, everyone should also periodically have a financial checkup, including a review of your estate plan and your estate planning documents, including wills and trusts.

 
Article by Joseph Natarelli, National Construction Industry Group Leader & Anirban Basu, Chief Construction Economist,


As Seen In

Article by Joseph Natarelli, National Construction Industry Group Leader & Anirban Basu, Chief Construction Economist, "Construction Industry Finally Hitting Stride," Featured in Construction Accounting and Taxation

After a challenging start to the year, the nation's economy came racing back as the final snows melted in early 2014. Construction projects that were delayed by the harsh winter got underway, auto sales surged, and people began to dine out, shop, and generally engage in business activity.

 
Portia Rose, Tax & Business Services Manager, Featured in NerdWallet Article,


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Portia Rose, Tax & Business Services Manager, Featured in NerdWallet Article, "Gay and Newly Married? You Need This Tax Guide."

With 36 states now legalizing same-sex marriage, many newly wedded gay and lesbian couples will be filing joint tax returns for the first time this year. For some, it could mean being bumped to a higher tax bracket or getting a bigger refund. For those who live or work in states that don't recognize gay marriage, it could mean filling out multiple returns.

 
Michael Balter, Partner-In-Charge of the Florida Region, Featured in South Florida Business Journal Article,


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Michael Balter, Partner-In-Charge of the Florida Region, Featured in South Florida Business Journal Article, "Meet South Florida's Top 100 Power Leaders of 2015."

Top 100 Power Leaders working in South Florida's burgeoning business community. These are the region's top executives - those with a consistent track record of excellence anchored on their innovative ideas, leadership skills and business acumen.

 
Ilan Hirschfeld, Partner-in-Charge of the New Jersey Offices, Quoted in Bloomberg Article,


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Ilan Hirschfeld, Partner-in-Charge of the New Jersey Offices, Quoted in Bloomberg Article, "Hamm's Hiland Worth Billions More to Kinder Than Court Value."

What a difference two months makes. On Nov. 10, an Oklahoma judge decreed that Harold Hamm's 62 percent stake in pipeline system Hiland Partners LP was worth $248 million. Richard Kinder thinks it's worth $1.4 billion.

 
Article by Shauna Dell, Tax & Business Services Manager,


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Article by Shauna Dell, Tax & Business Services Manager, "Expanded Benefits Arrive for Same-Sex Spouses," Featured in Daily Business Review

Pursuant to Internal Revenue Service Revenue Ruling 2013-17, the place of celebration determines a same-sex couple's marital status for federal tax purposes. That means as long as a couple was legally married in a state or another country that allows same-sex marriage, the IRS will recognize such marriage.

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


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Nanette Lee Miller, Co-Leader of the LGBT Practice Group, Quoted in San Francisco Business Times Article, "Supreme Court's Next Gay-Marriage Ruling Could End Social Security Discrimination."

The Supreme Court's decision to decide whether the U.S. Constitution requires each state to recognize same-sex marriage sent a buzz through the Bay Area's financial community on Friday.

 
Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured in Long Island Business News Article,


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Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured in Long Island Business News Article, "Tax Strategies in a Bull Market."

The recent run-up of the stock market has created both an opportunity and need for tax strategizing. Varying yield scenarios and tax implications unique to a bull market can and should affect investors' decisions. Industry insiders, however, caution investors not to let the tax tail wag the dog.

 
Janis Cowhey, Co-Leader of the LGBT Practice Group, Featured in Bloomberg BNA Article,


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Janis Cowhey, Co-Leader of the LGBT Practice Group, Featured in Bloomberg BNA Article, "Filing Uncertainty Remains for Married, Same-Sex Taxpayers in 2015."

Although the last two years have brought significant clarity at the state level regarding married, same-sex couples' filing status, many same-sex couples are still unable to file joint state returns in 2015.

 
Janis Cowhey, Co-Leader of the LGBT Practice Group & Shauna Dell, Tax & Business Services Manager, Quoted in South Florida Business Journal Article,


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Janis Cowhey, Co-Leader of the LGBT Practice Group & Shauna Dell, Tax & Business Services Manager, Quoted in South Florida Business Journal Article, "Tax and Estate Planning Advice for Florida Newlywed Same-Sex Couples."

Florida became the 36th state to allow same-sex marriage this week and, with wedding bells ringing, there are a couple of things for newlywed or about-to-be-wed same-sex couples to consider on the tax and estate planning front. With marriage comes paperwork.

 
David Glusman, Advisory Services Partner, Featured in SmartCEO Article,


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David Glusman, Advisory Services Partner, Featured in SmartCEO Article, "It's Not All About the Money."

Growth planning plays a vital role in the success of your business. But before you can sit down and say, "This is how we want to grow," it is important to understand why you want to grow. You want to make money, but that can't be the only consideration.

 
Article by David Glusman, Advisory Services Partner and Michael Molder, Advisory Services Senior Manager,


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Article by David Glusman, Advisory Services Partner and Michael Molder, Advisory Services Senior Manager, "Not Even Taxes Are Certain in Valuation of Pass-Through Entities," Featured in The Legal Intelligencer

As Benjamin Franklin famously observed, "In this world nothing can be said to be certain, except death and taxes." Obviously, Franklin wasn't referring to business valuation where taxation is one of the most uncertain elements in the process.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Los Angeles Times Article


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Los Angeles Times Article "Struggling Retailer Wet Seal to Shut 338 Stores."

Orange County retailer Wet Seal Inc. pioneered the quick translation of Southern California's beachy lifestyle into fashions for young women. But now it is trying to avoid drowning in the competitive teen marketplace.

 
Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured on Fox Business' <em>After the Bell</em> - Tips for Lowering Your Tax Bill This Year


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Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured on Fox Business' After the Bell - Tips for Lowering Your Tax Bill This Year

Joseph Perry, Firmwide Partner-in-Charge of Tax & Business Services, discusses the outlook for tax reform and regulatory changes in 2015.

 
Cecelia Garber, Advisory Services Partner, Featured in <em>South Florida Legal Guide</em> Article,


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Cecelia Garber, Advisory Services Partner, Featured in South Florida Legal Guide Article, "Reflecting on the Past 10 Years."

In the past 10 years, the number of professionals who dabble in litigation support has increased. The quality of the work suffers because those who dabble often do not do the extensive work necessary and the layperson only focuses on the fees charged.

 
Article by Anthony Banks, Advisory Services Senior Manager,


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Article by Anthony Banks, Advisory Services Senior Manager, "Cost of Capital Inputs," Featured in South Florida Legal Guide

The appropriate cost of capital for an investment is a common issue attorneys encounter in business appraisals for litigation, estate tax, gift tax, and bankruptcy as well as lost profits.

 
Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Women's Wear Daily Article


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Ronald Friedman, Co-Leader, Retail/Consumer Products Industry Group, Quoted in Women's Wear Daily Article "Bright Spots Seen in U.S. Economy."

Not too hot and not too cold.

That's the so-called Goldilocks economy, where it's not so hot there's inflation risk and not so cold that the economy is in danger of a recession.

 
Jeffrey Zudeck, Partner-in-Charge of Philadelphia Office, Featured on SmartCEO Panel Discussion


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Jeffrey Zudeck, Partner-in-Charge of Philadelphia Office, Featured on SmartCEO Panel Discussion "How to Prepare Your Business for Succession, M&A, Audits and Other Tax Liabilities."

No one likes to think about taxes, and we're all tempted to postpone our tax planning until the last possible moment. SmartCEO gathered some of Philadelphia's top tax advisors to make the case that being prepared early for events such as an audit, a CEO succession or an acquisition can significantly increase benefits and reduce your liability risk. The experts also share their insight into how you can lower the risk of fraud at your company.

 
Edward Hackert, Assurance Services Partner, Featured on SmartCEO Panel Discussion Concerning Growth Strategies and Mergers


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Edward Hackert, Assurance Services Partner, Featured on SmartCEO Panel Discussion Concerning Growth Strategies and Mergers

Planning for a merger or acquisition takes time and due diligence on the parts of both the buyer and seller to ensure a smooth and successful deal. SmartCEO gathered the top experts in M&A advisory as well as experienced buyers and sellers to discuss their thoughts on growth strategies and how to execute a successful merger through careful evaluation and diligent planning.

 
 
 
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