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News

Press Releases 2014

Three Men Standing
 

Featured Press Release

Marcum LLP today released its annual Year-End Tax Guide for the national accounting and advisory firm's clients and others. The 2014 Marcum tax guide addresses traditional tax planning concepts and sets out alternatives for the event that certain expired tax provisions are not reinstated, along with the impact of any new provisions.

Philip J. Wilson has been named Partner-in-Charge of the California Region by Marcum LLP, a top national accounting and advisory firm. In this newly created role, Mr. Wilson is responsible for overseeing all client services and business operations in Marcum's California offices and for the Firm's business development and regional expansion statewide.

 

The New England offices of Marcum LLP collected 5,100 food items for this year's Catholic Charities Annual Food Drive to help feed the hungry during the holiday season.

 

The third quarter of 2014 marked the end of the regularly alternating economic pattern between positive and negative growth quarters, according to the Marcum Commercial Construction Index. The U.S. economy expanded at a 3.5 percent pace during the third quarter on an annualized basis, following an expansion of 4.6 percent annualized in the second quarter.

 

Tracy Curley, CPA, MAcc, has joined Marcum LLP as an Assurance Services Partner in the Boston office. Marcum is a top national accounting and advisory services firm.

 

Michael Balter, CPA, has joined national accounting firm Marcum LLP as Partner-in-Charge of the Florida Region. He additionally serves as Partner-in-Charge of Assurance Services for the Florida Region and has also joined the Firm's Executive Committee.

 

A new fundraising record was set by the2014 Marcum Workplace Challenge, a 3.5-mile walk-run for charity at Jones Beach State Park on Long Island, NY. $95,000 was awarded to Long Island Cares: The Harry Chapin Food Bank; the Long Island Children's Museum, and the Children's Medical Fund of New York, bringing total contributions to date to more than $477,000. Annual proceeds last year were $80,000.

 

Anson J. Augustine, CPA, a Partner with national accounting firmMarcum LLP, has been named Top Accountant Under 40 by Westchester County Business Journal.

 

Nelson E. Rincon has joined the Miami office of Marcum LLP as a Tax Principal specializing in U.S. international tax and Latin American taxation.

 

Anthony Delfiner, CPA, has joined the Philadelphia office of national accounting firm Marcum LLP as a Tax & Business Services Partner.

 

Over 200 South Florida government finance officials will attend the 20th annual Marcum Governmental Symposium next Wednesday, October 29, at the Signature Grand in Davie.

 

Eleven Philadelphia companies in four industry sectors tonight were named winners of 2014 Marcum Innovator of the Year Awards, a program presented by national accounting firm Marcum LLP in partnership with SmartCEO magazine. Winners were announced at a gala event at the Cescaphe Ballroom.

 

Same-sex couples planning to marry in the states covered by this week´s momentous Supreme Court decision not to hear appeals aimed at preventing such marriages, as well as the Ninth Circuit decision, now have access to the full range of tax and estate planning options available to other married families.

 

Connecticut´s fastest growing technology companies are bullish on the future. So found an annual survey of CEO´s from this year´s Marcum Tech Top 40 companies, by the Connecticut Technology Council and Marcum LLP. Results were revealed at the 2014 awards ceremony at the Oakdale Theatre in Wallingford.

 

Marcum LLP and the Connecticut Technology Council tonight announced the winners of the 2014 Marcum Tech Top 40, an annual awards program recognizing the fastest growing technology companies in Connecticut. Results were unveiled at a gala reception at the Oakdale Theater in Wallingford.

 

Two partners in Marcum LLP's New Jersey Advisory Practice were named to the inaugural list of top accounting practitioners by the New Jersey Society of Certified Public Accountants (NJSCPA). Ilan Hirschfeld and Sharyn Maggio were both honored in the Forensic Accounting category. Marcum is a top national accounting and advisory services firm.

 

Over 250 construction contractors and allied service providers from across the Northeast convened at the 2nd annual Marcum Commercial Construction Summit yesterday at the Omni Hotel in New Haven, CT, to hear from national leaders about the future of the industry. The summit was presented by the Construction Services Group of Marcum LLP, in collaboration with CT ABC and CFMA of Connecticut.

 

Jeffrey D. Zudeck has joined Marcum LLP, a top national accounting and advisory services firm, as Partner-in-Charge of the Firm's Philadelphia region.

 

Marcum LLP, a top national accounting and advisory services firm, has named three new Partners.

 

Cesar Reynoso, CPA, has joined Marcum LLP, a top national accounting and advisory services firm, to help lead the expansion of the Firm's Real Estate Practice in Southern California.�As a Senior Manager, he is responsible for the Firm's real estate audit, accounting and other attestation services in Irvine and Los Angeles.

 

An affiliate of Marcum LLP, the nation's 15th largest accounting and advisory services firm, announced the formation of a joint venture with Tony Robbins, the nation's premier peak performance, life, and business turn-around expert.

 

Thirty-six Philadelphia companies have been named as finalists for the 2nd annual Marcum Innovator of the Year Awards, a program presented by accounting firm Marcum LLP in partnership with SmartCEO magazine. 2014 winners will be announced at a gala event at the Cescaphe Ballroom on October 22.

 

David C. Bukzin, National Leader of the SEC and Transaction Services Practice groups at Marcum LLP and Partner-in-Charge of the Firm's New York City Office, will discuss the pros, cons and considerations of uplisting company shares on a national U.S. stock exchange, at the 16th Annual Rodman & Renshaw Global Investment Conference in New York City.

 

Marcum LLP, a top national accounting and advisory services firm, has expanded its Family Office Practice group in the Firm's Los Angeles office and engaged Brian Darling, a veteran of the southern California entertainment industry, to lead group services for high-net-worth individuals.

 

The economy appears to be back on track after a brutal winter derailed recovery efforts in the first quarter. According to the preliminary estimate from the Bureau of Economic Analysis, the U.S. economy expanded at a 4.0 percent pace during the second quarter of 2014 on an annualized basis.

 

Marcum LLP, a top national accounting and advisory services firm, advanced to #15 on the 2014 Inside Public Accounting Top 100 ranking of U.S. accounting firms.

 

The Connecticut Technology Council (CTC) and Marcum LLP today announced the Marcum Tech Top 40 list of the fastest growing technology companies in Connecticut.

 

Neil Prasad has been named Partner-in-Charge of the Los Angeles office of Marcum LLP, a top national accounting and advisory services firm. The appointment becomes effective today.

 

Frank E. Rudewicz, JD/CPP/CAMS, has been elected a 2014 Fellow of the Connecticut Bar Foundation James W. Cooper Fellows Program.

 

Helen Liao, CPA, has joined the Melville, Long Island, office of Marcum LLP, a top national accounting and advisory services firm, as a Partner in the Firm's Assurance Services division.

 

Twenty volunteers from Marcum's Miami and Fort Lauderdale offices teamed up with Habitat for Humanity on June 7 to help construct four homes in Fort Lauderdale.

 

The Marcum Workplace Challenge was honored with a Corporate Citizenship Award from Long Island Business News on June 19.

 

CPAs and staff from the Boston and Needham offices of Marcum LLP volunteered at the Cradles to Crayons´ Giving Factory on June 13, as a part of the Massachusetts Society of CPAs´ Annual Day of Service. Marcum employees helped assemble clothing donations into packages that will be distributed along with other essential items to children in need throughout the state.

 

CNN has tapped Marcum LLP to collaborate with the network on an interactive online map depicting the current status of same-sex marriage in the United States. State-by-state data for the map, which went live on CNN's U.S. website today, was provided by Marcum's LGBT & Non-Traditional Family Practice group.

 

Same-sex couples who have married or are considering marriage should be aware of the financial considerations that come with the rings and the related legal document, say experts from the LGBT & Non-Traditional Families Practice group at Marcum LLP. Marcum was the first national accounting firm to establish a tax services and estate planning practice dedicated to the unique needs of LGBT clients.

 

Marcum LLP employees climbed the stairs of Boston´s historic Fenway Park and raise funds to support education, programming and life-saving research for heart disease prevention. Marcum was represented by a team of four spirited climbers.

 

Marcum LLP was again named the top-ranked accounting firm on Long Island by Long Island Business News. With 200 CPAs and 250 professional staff in Melville, Marcum's Long Island office has been #1 in the publication's annual regional survey for several years running.

 

Marcum LLP, a top national accounting and advisory services firm, has been named the top-ranked Litigation Support Accounting Firm by South Florida Business Journal for the fifth consecutive year. Cecelia F. Garber, Partner-in-Charge of Marcum's Florida region, was named a 2014 Power Leader in Accounting. Marcum has Florida offices in Miami, Fort Lauderdale and West Palm Beach.

 

Marcum LLP is a proud sponsor of the Wall of Wars Memorial, a large-scale monument to American service men and women, located in the Vietnam Veterans Memorial Garden at Northport VA Medical Center on Long Island (New York).

 

Marcum LLP employees volunteered and ran in the Harpoon 5-Miler, a 5 mile road race benefiting the Angel Fund on May 18 in Boston, Mass. Marcum had a strong showing with more than a dozen runners and volunteers.

 

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 couples, advise that today's court ruling overturning the ban on same-sex marriage in Pennsylvania opens up important planning opportunities for these families.

 

The Marcum Commercial Construction Index today reported that extreme winter weather conditions suppressed nonresidential construction activity in the first quarter of 2014, with spending declines in all three months of the period. The index predicts a return to expansion during the remainder of the year, however.

 

Jeffrey M. Weiner, Managing Partner of Marcum LLP, has been named an Outstanding CEO of 2014 by Long Island Business News. He was honored at an award ceremony Thursday evening.

 

Marcum Financial Services, the financial planning, benefits consulting and brokerage affiliate of accounting firm Marcum LLP, has expanded into New England. JoAnne DePalma, CFP, has been named as the Firm´s first director in the region.

 

Executives from some of Long Island´s leading companies lined up at the Melville office of Marcum LLP last week to kick off the 9h Annual Marcum Workplace Challenge.�The run-walk for charity, known as Long Island´s largest corporate picnic, will take place at Jones Beach State Park on July 29.

 

Nanette Lee Miller, CPA, West Coast Partner-in-Charge of Assurance Services at accounting firm Marcum LLP and Co-Leader of the Firm's national LGBT & Non-Traditional Family Practice Group, has been named one of the Most Influential Women in Bay Area Business by the San Francisco Business Times.

 

A dedicated workshop for the management teams of publicly traded and pre-IPO companies is being offered for the first time the day before the upcoming 3rd Annual Marcum MicroCap Conference, taking place May 29 at the Grand Hyatt Hotel in New York City.

 

Marcum LLP, a top national accounting and advisory services firm, today relaunched the Firm´s charitable giving arm in South Florida. The newly branded Marcum Foundation debuts this week with a new website, located at www.marcumfoundation.org.

 

The long-term care industry will be challenged by exploding demand for care by a rapidly aging population, just as a massive shift from private to public insurance is driving down reimbursement rates to providers and facilities and the ranks of the uninsured continue to swell.

 

Marcum Financial Services, an affiliate of accounting firm Marcum LLP and a member of the Marcum Group of companies, announces the launch of the Marcum Benefits Marketplace, a one-stop shopping resource for health insurance delivery for groups and individuals. Marcum is the only top national accounting firm to offer multiple private exchange platforms to help clients and others comply with the health insurance mandates of the Patient Protection & Affordable Care Act.

 

The 3rd Annual Marcum MicroCap Conference, taking place May 29 at the Grand Hyatt Hotel in New York City, has surpassed demand from last year's sold-out event.

 

The Construction Services Practice of Marcum LLP, a top national accounting and advisory firm, today released the results of its first annual analysis of construction industry hiring trends, based on the Bureau of Labor Statistics' Job Openings and Labor Turnover (JOLT) Survey.

 

Broader Definition of Material Participation Means Potential Tax Benefits for All Trusts with Business Ownership Interests

Michael D'Addio a principal in the Tax & Business Services Division of accounting and advisory firm Marcum LLP, today responded to the recent ruling of the United States Tax Court enabling a trust to qualify as a real estate professional for tax purposes. The ruling enables trusts meeting specified thresholds to benefit from tax provisions governing losses from material participation in a business interest.

 

Rudy Giuliani, 107th Mayor of New York City (1993-2001), will keynote the 3rd Annual Marcum MicroCap Conference at the Grand Hyatt Hotel on May 29. The conference is produced by Marcum LLP, one of the nation´s largest independent public accounting and advisory services firms.

 

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 and estate-planning consequences for those new families, according to LGBT tax experts at Marcum LLP.�Marcum was the first national accounting and advisory firm to establish a full-service practice dedicated to the unique needs of same-sex and non-traditional families.

 

The Marcum Commercial Construction Index for the fourth quarter of 2013 today rounded out the year by reporting that economic recovery in the nonresidential construction sector remains sporadic, despite encouraging momentum in the general economy. The index is compiled by the Construction Services Practice of Marcum LLP, a top national accounting and advisory firm.

 

Marcum LLP, one of the nation's largest independent public accounting and advisory services firms, has selected Big Brothers Big Sisters of New York City (BBBS of NYC) as the first charity beneficiary for the annual Marcum MicroCap Conference.

 

Marcum LLP a top national accounting and advisory firm, will host the Firm's first Long-Term Care Symposium on May 5 at the Mohegan Sun resort in Uncasville, Connecticut. The symposium will address the current state of and future outlook for the long-term care industry in New England.

 

Marcum LLP, a top national accounting and advisory services firm, today announced that the 3rd Annual Marcum MicroCap Conference will take place May 29 at the Grand Hyatt Hotel in New York City. The event is presented by Marcum's SEC Services Practice Group.

 

Marcum LLP, advanced to #15 in the 2014 Accounting Today Top 100 Firms survey, up from # 16 last year.

 

Marcum Bernstein & Pinchuk LLP, an international group of professionals providing audit and assurance, tax and transaction advisory services, and Marcum LLP, one of the largest independent public accounting and advisory services firms in the nation, today announce their participation as Gold sponsors of the ROTH Capital Partners 26th Annual Growth Stock Conference being held March 9-12, 2014 at The Ritz Carlton in Dana Point, CA.

 

Greenwich, Conn., CPA firm Thomas E. Finn, P.C. has merged into Marcum LLP, a top national accounting and advisory firm. Finn joins Marcum's New England region. Thomas Finn and Ari Maunula have joined Marcum as partners. Marcum's John Mezzanotte was named Partner-in-Charge of the Greenwich office.

 

Megan M. Budd has joined the New England Healthcare Services Group at Marcum LLP, a top national accounting and advisory firm.�Based in the Firm's Hartford, Connecticut, office, Ms. Budd is a Senior Manager in the Assurance Services Division.

 

Bradford Taylor has been named National Valuation Practice Leader by Marcum LLP, a top national accounting and advisory firm. He is based in Marcum's Boston office, where he is a Director in the Firm's Advisory Services Division.

 

Michael F. D'Addio, a Principal in the New Haven, Connecticut office of Marcum LLP and co-manager of the Firm's national Healthcare Reform Task Force, responded to new rules announced yesterday delaying, for the second time, the implementation of mandated large employer health plans under the Patient Protection and Affordable Care Act.

 

Cecelia F. Garber, Partner-in-Charge of Marcum LLP's Florida Region, has been named a Top 100 Power Leader by South Florida Business Journal for the second consecutive year.

 

David M. First, Firmwide Partner-in-Charge of the Trusts and Estates Practice Group at Marcum LLP, responded today to the filing extension granted this week by the Internal Revenue Service for estate tax portability. Marcum is a top national accounting and advisory services firm.

 

David Appel, a South Florida Tax & Business Services partner at Marcum LLP and a leader in the Firm's national EB-5 Regional Center Services practice, will be a featured presenter at the fourth annual Invest in America 2014 Conference in Shanghai, China, on March 22.

 

Frank Miceli, CPA, has joined the Hartford, CT, office of Marcum LLP, a top national accounting and advisory firm. Mr. Miceli is the newest Assurance Partner in the Firm's New England region, where he is also a member of Marcum's National Healthcare and Not-For-Profit Industry groups.

 

Marcum LLP, a top national accounting and advisory firm, secured more net new Securities and Exchange Commission clients in the fourth quarter of 2013 than all other national audit firms, including the Big Four.

 

Six South Florida nonprofit organizations have been named as the 2014 beneficiaries of the Marcum Foundation, the charitable giving arm of Marcum LLP´s Miami, Fort Lauderdale and West Palm Beach offices.

 

The Marcum Foundation has completed a $100,000 gift to the University of Miami Sylvester Comprehensive Cancer Center. The funds were raised by the South Florida partners and staff of Marcum LLP, a national accounting and advisory firm.

 

Marcum LLP, a top national accounting and advisory firm, today announced a merger with Braver PC, a full-service regional accounting firm with offices in Needham, MA, and Providence, RI. Effective January 1, three Braver divisions, including Accounting, Business Strategies and Valuation Services, joined Marcum.

 

 
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