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Marcum LLP

Ronald Finkelstein

Ronald  Finkelstein, Partner, Tax & Business
Tax & Business
*Licensed by the State of New York

10 Melville Park Road
Melville, NY 11747

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Ronald Finkelstein is a Tax Partner in the Firm’s Long Island office and national Co-Partner-in-Charge of the Trusts and Estates Practice group. His extensive experience as an attorney and certified public accountant helps clients address their estate planning needs and make informed decisions for the future of their families and their businesses. As a trusted advisor to fiduciaries and estate and trust beneficiaries, Mr. Finkelstein handles all aspects of estate and trust administration.

A recognized authority on trust and estate issues, Mr. Finkelstein frequently lectures on topics relating to fiduciary income tax, trusts and estates matters and individual retirement account planning. Additionally, he has authored several articles for various industry and regional publications and has been quoted in the New York Daily News, Newsday, Practical Accountant and Long Island Business News on taxation issues.

Prior to joining the Firm in 2001, Mr. Finkelstein spent 14 years as an attorney counseling individuals, business owners and fiduciaries with trust and estate matters.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Nassau County Chapter, President
  • Nassau County Chapter Taxation Committee, Past Co-Chair
  • New York State Bar Association (NYSBA), Estate and Trust Administration Committee, Vice Chair
Articles, Seminars & Presentations
  • Even Fiduciaries Have to Pay the Piper: A How-To Guide to the Income Taxation of Trusts and Estates, Herald National Bank, 2010
  • Tax Aspects of Divorce, NYSSCPA Nassau County Chapter, 2009
  • 1041 Review & Updates, National Conference of CPA Practitioners, 2009
Subject Matter Expertise

Estate Planning
Business Succession Planning
Estate & Trust Administration
Estate, Gift & Fiduciary Income Tax Returns
Retirement Planning

Practice Focus

High-Net-Worth Individuals & Families
Closely-Held Businesses
Executors & Trustees
Estate & Trust Beneficiaries


Juris Doctor
New York Law School

Bachelor of Science, Accounting
New York University

Awards & Recognition

Fifty Around 50, Long Island Business News, 2010

Related Insights & News

Long Island Business News quoted Trusts & Estates Co-Leader Ron Finkelstein an article about the estate tax.


Although the federal estate tax has been out of reach and out of mind for many, it has been rising, touching fewer and fewer people.

IRS and Treasury to Withdraw Proposed Regulations that Would Affect Discounts Applied to Transfers of Family-Owned Businesses


On October 2, 2017, The Trump Administration issued Executive Order 13789. Included in this Executive Order, the IRS and the Treasury establish that they will ....

Partner Ron Finkelstein explained the tax advantages of traditional vs. Roth IRAs.


If you’ve started planning for retirement, or have even just started researching how to do it, it’s very likely you’ve come across the acronym IRA, ....

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.

Ronald Finkelstein, Tax & Business Services Partner, Quoted in The Wall Street Journal Article, "Ten Ways You're Probably Leaving Money on the Table."


Tax-advantaged accounts, property-tax appeals, insurance discounts. They're all there for the taking - but many people don't.

IRS Provides Special Procedures for Adjusting Employment Taxes for Same-Sex Spouses


The Internal Revenue Service (IRS) has recently released Notice 2013-61, which provides optional administrative procedures that employers can use to correct overpayments of Federal Insurance ....

Ronald Finkelstein, Tax & Business Services Partner, Quoted in Reuters Article "Getting Ready for the Medicare Tax on Investment Income"


Medicare surcharge strategies get more complex for those who have trusts. Trusts are subject to the Medicare tax on the lesser of their undistributed net ....

Ronald Finkelstein, Tax & Business Services Partner, Featured in Reuters Article "How to Make the Most of Charitable Tax Breaks"


When megastorm Sandy devastated parts of the Northeast, people raced to help: They donated money by text and credit card, scoured their closets for items ....

Ronald Finkelstein, Tax & Business Services Partner, Featured in LIBN.com Article "CPAs Open to LGBT Couples"


Many cheered last year’s legalization of same-sex marriage in New York. Among those showering rice along with best wishes were perceptive accounting firms.

Ronald Finkelstein, Tax & Business Services Partner, Quoted in Forbes Article "Why To Give Generously Before December 31"


Here’s an extreme example. A widow recently got the big news that she got $500,000 in royalties for the rights to make a movie out ....




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