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Michele Lipson CPA

Partner - Tax & Business
Three People Meeting
 
Suntrust International Center
One SE Third Avenue
Suite 1100
Miami, FL 33131

305.995.9720
michele.lipson@marcumllp.com
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Michele Lipson is a Partner in the Firm's Tax and Business Services Division. Ms. Lipson's experience includes managing and supervising tax engagements, including compliance reviews and tax planning, for a wide range of businesses.

Ms. Lipson has been working with family businesses for more than 20 years. She assists with setting up family office structures and understands the complexities and dynamics involved with a family business. Ms. Lipson has assisted clients with transitioning to future generations as well as participated in annual family meetings to review company performance and discuss tax planning opportunities.

Ms. Lipson was a participant in the Family Business Forum through the Eugenio Piño and Family Global Entrepreneurship Center at Florida International University.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Florida Institute of Certified Public Accountants (FICPA)
  • Temple Beth Am, Treasurer
  • Family Business Forum
  • Family Counseling Services, Treasurer
  • Family Firm Institute, Member
  • Jewish Federation, Estate Planning Seminars, PAC Committee Member
Articles, Seminars & Presentations
  • "End of Year: Perfect time to balance your bottom line", South Florida Business Journal
  • SkyRadio, "Innovative Companies," Interview
Subject Matter Expertise

Family Business Tax Planning
IRS Representation
Closely-Held Businesses
High Net Worth Individuals
Professional Services

Practice Focus

Family & Closely Held Businesses
Professional Service Firms
Hospitality & Travel
Technology Companies
Manufacturers
Distributors

Education

Master of Taxation
Florida International University

Bachelor of Accounting
Tulane University

Awards & Recognition

2008 Accounting-Tax Key Partner Award Winner, South Florida Business Journal
2002 Up and Comers Award

Related Insights & News


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 ....


Michele Lipson, Tax & Business Partner, Quoted in the Florida Trend Article "Tax Advice for Floridians and Businesses"

 

With fewer tax-cut expirations on the horizon, there's less uncertainty. High-wage earners are facing higher taxes.


Michele Lipson, Tax & Business Services Partner, Article "Year-End Tax Update: The World as We Know It Is About to Change" Featured in the South Florida Hospital News

 

Despite all of the uncertainty surrounding the Fiscal Cliff (the possible expiration of the 2003 tax cuts on December 31), one thing remains sure: we ....

 
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