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Beyond the Numbers

 
Tax & Business.

Marcum's Tax & Business Services division offers all forms of accounting and regulatory compliance services as well as specialization in a variety of areas.

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June 2016

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

Long-term care is not just provided in nursing homes -- in fact, the most common type of long-term care is home-based care. Long-term care services ...

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By Diane Giordano, Partner, Tax & Business Services

In December 2015, the Protecting Americans from Tax Hikes Act of 2015 ("Tax Extenders Bill") was signed into Law. The law includes an expansion of...

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By Maribel Prieto, Staff Accountant, Tax & Business Services

Taxpayers who receive Schedule K-1 information from their pass-through investments know all too well the difficulties of filing their tax returns on a timely basis....

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By Gary Weinman, Director, Tax & Business Services

All real estate professionals have been there. It is the end of the year, and a rookie staff accountant from your CPA firm asks you,...

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March 2016

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix...

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By Gary Barron, Partner, Tax & Business Services

When it comes to taxes, everyone has an opinion. So says the IRS, on its website www.irs.gov. Believe it or not, the site is not...

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By David A. Oksenhorn, Manager, Tax & Business Services

A variety of accounts are used for the temporary holding of funds. The types of accounts that are familiar to attorneys are escrow and client...

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January 2016

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years.

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By Gary Barron, Partner, Tax & Business Services

I recently received a frantic call from a client, “The IRS is on the other line, and they are threatening to criminally prosecute me if...

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By Gary Barron, Partner, Tax & Business Services

It's the New Year, and I'm sure that the first thing on your mind, as you recover from the holiday season, is income taxes. Most...

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By Elizabeth Mullen, Partner, Tax & Business Services & Andrew DeSimone, Senior, Tax & Business Services

In February 2014, the Transfer Pricing Operations (“TPO”) of the Large Business and International (“LB&I”) division of Internal Revenue Service (“IRS”) released the Transfer Pricing...

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By John McCarthy, Director, Assurance Services

Fans of the National Football League (NFL) are well-aware of recent changes to the overtime format of all of the league's games. The new...

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July - August 2015

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and relatively low investing costs have attracted investors who...

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By Daniel Smith, CPA Senior Manager

As the US tax code continues to maintain one of the highest corporate marginal tax rates in the world, at 35%, it may be time...

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By Gina Amarante, Manager, Tax & Accounting Services

Donating gently used clothing, household wares, and in some cases, vehicles and larger items (just to name a few) seems like a win-win for the...

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May - June 2015

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount...

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By Sean Burke, Supervisor, Tax & Business Services

Most taxpayers realize that there is a tax benefit to making cash or non-cash donations to a charity.

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By Iguehi Rajsky, Senior, Tax & Business Services

The rule of record retention, including record type and duration, is one that every business should adhere to. It is not unheard of for businesses...

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March - April 2015

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

Women are successful professionals, business owners, and knowledgeable investors. At some point in their lives, women may have to manage their own finances due to divorce, widowhood, or remaining single.

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By Bonnie J. Wassall, Senior Manager, Tax and Business Services

A qualified conservation contribution can provide significant federal income tax savings to an owner of real property, provided that the property is of a suitable...

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By Dennis Pellecchia, Partner, Tax & Business Services

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...

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January - February 2015

By Michael D'Addio, Principal, Tax & Business Services

The IRS and Treasury issued final regulations in 2013 providing new rules for the capitalization of expenditures relating to tangible property. These regulations develop a general framework to distinguish capital...

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By Diane Giordano, Partner, Tax & Business Services

The new Tangible Property Regulations are the most dramatic changes in tax law to affect for profit businesses since the changes to the Internal Revenue...

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By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure...

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September – October 2014

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went...

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By Kimberly Polaski, Senior, Tax & Business Services and Richard J. Casmirri, Manager, Tax & Business Services

When a spouse inherits an IRA (Traditional or Roth) from their deceased husband or wife, there are several planning strategies that the surviving spouse can...

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

The IRS released a Chief Counsel Memorandum on September 5, 2014 which provides guidance on the treatment of the exemption from self-employment tax for a...

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July – August 2014

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

You've worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you'll need to carefully manage...

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By Ali Griffith, Supervisor, Tax & Business Services

The Internal Revenue Service recently announced a new “Taxpayer Bill of Rights” that outlines the general rights of taxpayers, many of which some may not...

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By Evan Gallagher, Tax & Business Services Staff Accountant

One of the current shifts in state and local income tax has been the adoption of market-based sourcing for assigning service-based revenue and income from...

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By Martin Haitz, Vice President, Corporate Benefits Group

The IRS issued an FAQ addressing the potential consequences of an arrangement where an employer reimburses employees for the purchase of individual health insurance premiums...

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May – June 2014

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

Concentrated Stock Positions: Considerations and Strategies Whether you inherited a large holding, exercised options to buy your company's stock, sold a private business, hold restricted stock, or have benefited from...

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By Kelly Harris, Staff Accountant, Tax & Business Services

Since the Roth 401k was first offered in employee benefit plans in 2006, it has joined a Traditional 401k in becoming popular among plans for...

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By Monte S. Colbert, Director, Tax & Business Services

Employers often supplement and incentivize the compensation packages offered to their employees by the transfer of non-cash remuneration. The transfer is often in the form...

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By Diane Giordano, Partner, Tax & Business Services

The 2014/2015 NYS Budget was signed by Governor Cuomo and became effective on April 1, 2014. The Budget includes many provisions effecting NYS companies such...

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March – April 2014

By Steven D. Brett, President of Marcum Financial Services LLC; Branch Manager, Raymond James Financial Services, Inc.

One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the...

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The Editor interviews Timothy R. Larson, Leader of the International Tax Practice and Tax Partner-in-Charge in the New York City office of Marcum LLP.

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The Editor interviews David Glusman, Partner-in-Charge of the Philadelphia office, and Frank Rudewicz, Principal, both in the Advisory Services Department of Marcum LLP.

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By Lawrence A. Litt

What runs through the mind of a small or middle-market business owner contemplating a potential sale of his or her company? The obvious answer...

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The Editor interviews Michael Brown, Director in the Advisory Services division of Marcum LLP's Long Island office and Barry Mukamal, Partner in Advisory Services in...

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January – February 2014

By Steven D. Brett, President of Marcum Financial Services LLC

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so,...

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By Elizabeth Larocque, Staff Accountant, Tax & Business Services

The Bitcoin has grown in popularity and value since its introduction in 2009. Investors, merchants and consumers have shown an interest in the Bitcoin, but...

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By Anna Kozlik, Staff Accountant, Tax & Business Services

The federal gift tax applies to the transfer of any kind of property (including money) from one individual to another, and also sales or exchanges...

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By Lawrence Montgomery, Manager, Assurance Services

In the United States, owners of many companies have long been complaining about the complexities and intricacies of accounting principles generally accepted in the United...

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July - August 2013

By Steven D. Brett, President of Marcum Financial Services LLC

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you...

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May - June 2013

 
 
March - April 2013

By Steven D. Brett, President of Marcum Financial Services LLC

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January - February 2013

By Steven D. Brett, President of Marcum Financial Services LLC

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September - October 2012

By Steven D. Brett, President of Marcum Financial Services LLC

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By Larry Schwegel, Senior Manager, Tax & Business Services

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By Diane Giordano, Partner, Tax & Business Services and Robert Spielman, Partner, Tax & Business Services

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July - August 2012

By Steven D. Brett, President of Marcum Financial Services LLC

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May - June 2012

By Steven D. Brett, President of Marcum Financial Services LLC

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March - April 2012

By Steven D. Brett, President of Marcum Financial Services LLC

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By Diane Giordano, Partner, Tax & Business Services and Robert Spielman, Partner, Tax & Business Services

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By Diane Giordano, Partner, Tax & Business Services and Robert Spielman, Partner, Tax & Business Services

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By Robert Spielman, Partner, Tax & Business Services

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January - February 2012

By Steven D. Brett, President of Marcum Financial Services LLC

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By Shauna Dell, Manager, Tax & Business Services

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By Jillian Grey, Staff, Tax & Business Services

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September - October 2011

By Steven D. Brett, President of Marcum Financial Services LLC

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July - August 2011

By Jennifer Riek, Financial Advisor, Marcum Financial Services

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By Sukiana Garcia, Staff Accountant, Tax & Business Services

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By Diane Giordano, Partner, Tax & Business Services

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By Malik Dawood, Tax Senior, Tax & Business Services and Bob Sullivan, Partner, Tax & Business Services

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By Diane Giordano, Partner, Tax & Business Services

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May - June 2011

 

By Steven D. Brett - Marcum Financial Services LLC

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By Melvyn B. Ruskin, Esq. and Adam J. Gottlieb, Esq.

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March - April 2011

By Steven Brett, Marcum Financial Services

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January - February 2011

By Steven D. Brett, Marcum Financial Services, LLC

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By Andrea Bains, Tax & Business Services

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By David Chang, Tax & Business Services

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By Danielle Felice, Tax & Business Services

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September - October 2010

 
 
July - August 2010

By Steven D. Brett,

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By Diane Giordano, Partner - Tax & Business Services

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By Sean Kelley, Senior -

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May - June 2010

By Steven D. Brett, Marcum Financial Services LLC

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By Danielle Felice, Senior Accountant - Tax & Business Services

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By Gerald Shantzer and Stephen Bleyer, Tax Division

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By Richard Kohn, Tax Division

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March - April 2010

 
 

By Diane Giordano, Partner, Tax & Business and Robert Spielman, Partner, Tax & Business

The Obama administration’s fiscal year 2011 federal budget proposes a reform to Section 530 of the Revenue Act of 1978, which provides a safe harbor...

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January - February 2010

by Monte S. Colbert, CPA

As 2010 begins, America is still grappling with the prospect of providing affordable health care for everyone.

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by Monte S. Colbert, CPA

As 2010 begins, America is still grappling with the prospect of providing affordable health care for everyone.

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