Marcum LLP
Home | Offices | (855) MARCUM1

Insights & Alerts
As Seen In
Press Releases
Beyond the Numbers
SEC Insights
Forensic Files
Private Investment Forum
International Tax
The Global Investigator
2014 Tax Guide

As Seen In

January 23, 2015
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.
January 20, 2015
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.
January 16, 2015
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.
January 14, 2015
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.
January 12, 2015
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.

Recent court rulings have added to the constantly changing landscape for same-sex couples, leaving many restricted to filing separately or unsure as to their appropriate filing status.

January 9, 2015
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.
January 8, 2015
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.
January 7, 2015
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.
January 7, 2015
Ronald Friedman, Retail Practice Leader, 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.
January 6, 2015
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.
January 6, 2015
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.
January 5, 2015
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.
January 5, 2015
Ronald Friedman, Retail Practice Leader, 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.
January 1, 2015
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.
January 1, 2015
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.
December 31, 2014
Article by Joseph Natarelli, National Construction Industry Group Leader, "Fact and Fiction About Corporate Giving," Featured in CONNstruction
While there is some dispute about who uttered the famous encouragement to business leaders to "Do well by doing good," there's no debate about its legitimacy and relevance in American business. You'd be hard-pressed to find a business, whether an international conglomerate or a local dry cleaner, that doesn't commit to giving something back to its community. Sometimes, it may be vast sums of money and sometimes it is a dozen little league jerseys - either way, corporate giving is a part of the American business culture for good.
December 28, 2014
Ronald Friedman, Retail Practice Leader, Quoted in LA Times Article "Bullish Holiday Shoppers are Eager to Spend."
Holiday shoppers were back in force Friday, clutching gift cards, searching for deals, returning unwanted presents and feeling pretty good about the year ahead.
December 26, 2014
Michael Balter, Partner-In-Charge of the Florida Region, Featured in South Florida Business Journal Article, "Michael Balter on how his Experience has Served him well as a CPA."
For Michael Balter, accounting is as much about people as balance sheets.

He has spent much of the past month - his first at Marcum LLP - just listening to what the firm's employees had to say. Over the course of his career, he has found that the right blend of hospitality and psychology adds up to a full-service approach to accounting.
December 22, 2014
Ronald Friedman, Retail Practice Leader, Quoted in Associated Press Article, "Sales for Holiday Shopping Season Comes Down to the Wire."
Despite an early start, sales data provided to The Associated Press shows that stores may once again have to rely on procrastinators to save the holiday shopping season.
December 22, 2014
Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Quoted in Reuters Article, "Sell Your Investment Losers for a Holiday Tax Present."
In the few days left between now and year-end, when you're buying last-minute holiday gifts and making New Year's plans, you'll want to review your investment portfolio and figure out what to sell.
December 12, 2014
Article by Jeffrey Winkleman, Tax Services Partner and Michael Brady, Tax Services Senior Manager, "Surprise! The Government has a Holiday Gift for your Business. Can you Open it?" Featured in Philadelphia Business Journal
Last Friday, the U.S. House of Representatives pulled a fast one. They approved a bill allowing several tax incentives that had expired at the end of 2013 to be extended through December 31 of this year. Although there is no certainty, it is likely that the bill will get final approval by the Senate and the President for 2014, and there is also broad consensus that the incentives will be extended into the future.
December 11, 2014
Drew Bernstein, Co-Managing Partner of Marcum Bernstein & Pinchuk, Interviewed in The Metropolitan Corporate Counsel "China Presents Unique Challenges for Auditors"
Our business principally consists of auditing Chinese companies that are publicly traded on U.S. exchanges and U.S. companies with operations in China. But we also perform due diligence for investors and companies looking to invest in China. And we have recently begun assisting more Chinese investors to make investments here in the U.S., for instance, with immigration matters relating to the EB-5 program. This is a trend that is growing very fast.
December 10, 2014
Janis Cowhey, Co-Leader of the LGBT Practice Group, Quoted in Money’s Article, “Modern Family Finances,” Discussing Tax Filing Options For Same-Sex Couples
Since the Supreme Court struck down the Defense of Marriage Act last year, gay spouses in states that have legalized such unions are now entitled to the same federal benefits as heterosexual married couples.
December 10, 2014
Walter Jackson, Advisory Services Director, Quoted in Bloomberg Article, "Abercrombie’s Next CEO to Revamp Outdated Brand, Again."
Abercrombie & Fitch Co. (ANF), a former purveyor of safari gear that was reborn as a teen-clothing chain, is searching for its next incarnation.
December 8, 2014
Robert Pesce, Partner-in-Charge of the Firm's New York City Accounting Services Department, Featured in Publishers Weekly Article "Tax Strategy 101 for Indie Authors"
Books aren’t the only thing self-published writers can write. Everything from printer paper to paper clips is a potential tax write-off. The trick is staying on top of expenses and knowing where to draw the line.
December 3, 2014
Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Quoted in AccountingToday Article, "Marcum Releases Year-End Tax Guide."
Accounting firm Marcum LLP has released its annual Year-End Tax Guide for the national accounting and advisory firm’s clients and others.
December 3, 2014
Philip Wilson, Partner-in-Charge of the California Region, Featured in Inside Public Accounting Article, "Marcum LLP Admits Wilson as PIC of California Region."
New York-based Marcum LLP (FY13 net revenue of $350.2 million) has admitted Philip Wilson as PIC of the California region. In this newly created role, 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.
November 28, 2014
Ronald Friedman, Retail Practice Leader, Quoted in Los Angeles Times Article, "Shoppers Scooping Up Deals on Black Friday After Thanksgiving Bargain Hunt."
Lines at some stores began forming early Thursday as consumers eschewed Thanksgiving dinner with an eye toward wolfing down discounted merchandise at any of approximately two dozen chains that were opening at some point during the holiday. On Friday, shoppers continued to stream into stores as retailers rolled out fresh deals to keep the momentum up through the Thanksgiving weekend.
November 25, 2014
Tracy Curley, Assurance Services Partner, Featured in Inside Public Accounting Article, "Marcum Admits Curley as Partner."
New York-based Marcum LLP (FY13 net revenue of $350.2 billion) has admitted Tracy Curley as an assurance services partner in the Boston office.
Social Media


Media Requests

Need a quote for a story? Working on an article and need a resource?

Please use the information below:

Firm Standards
Contact Us

Request More Information:

Julie Gross Gelfand
Director of Public Relations & Communications

Website Requests

Have a question concerning our website?

Request More Information:

Chris Pelosi
Director of Online Marketing


Content Submit a Request
Please complete the following form and a Marcum LLP representative will be in touch with you.

Captcha Image