David Glusman heads the region's Advisory Practice (Litigation Support Services) and the Marital Dissolution Practice group. He is also a member of its National Healthcare Industry Practice as well as the Firm's Modern Family & LGBT Services Practice Group. He provides various consulting services in the areas of forensic accounting, litigation support, auditing and tax.
Mr. Glusman has extensive experience in forensic accounting and business valuation, estate and trust analysis for high net worth individuals and in medical consulting for physician practices and hospital-physician related issues. He has also been involved in Medicare fraud and abuse issues, physician compensation models and information systems. As a federal judge recently noted, he provided credible and persuasive key testimony in a major legal malpractice case.
Mr. Glusman frequently presents to law firms, medical schools, universities and professional associations and leads continuing legal education seminars. He has authored more than 100 articles, co-authored Accountants' Roles and Responsibilities in Estates and Trusts (CCH), and contributed to Fraud Casebook-Lessons from the Bad Side of Business. In addition, he has served on the editorial board for several leading trade publications.
Mr. Glusman has more than 42 years of experience. Prior to joining the Firm, he was a Partner at a leading professional services firm and headed the Forensic and Litigation departments for its Philadelphia office.
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Committee on Forensic and Litigation Services,
- Committee and Member, Past Chairman
- Conference on Divorce, Committee Member, Past Conference Chair
- American Society of Appraisers
- Institute of Business Appraisers
- Association of Certified Fraud Examiners
- American Board of Forensic Accountants, Advisory Board
- American Health Lawyers Association
- Medical Group Management Association
- Delaware Valley Healthcare Council
- Juvenile Diabetes Research Foundation International, Audit Committee, Board of Chancellors
Lost Profits Analysis
Healthcare Fraud & Abuse Issues
Business Dissolutions & Internal Disputes
Professional Malpractice Matters
Modern Family & LGBT Services
High Net Worth Tax & Estate Planning
Bachelor of Science, Accounting
Pennsylvania State University
Distinguished Public Service Award, 2001, PICPA
Who's Who, 1990-2003
Campaign Award, 1993, Jewish Federation of Greater Philadelphia
Diplomat of the American Board of Forensic Accountants
Certified Fraud Specialist
Certified Forensic Accountant
Certified in Financial Forensics
It is no secret that CMS (Centers for Medicare and Medicaid Services) and private payers are determined to replace health care's volume-oriented fee-for-service payment system ....
October 29, 2015
Article by David Glusman, Advisory Services Partner and Thomas Reinke, Advisory Services Manager, "Federal Government Expands Health Care Anti-Fraud Efforts," Featured in The Legal Intelligencer
The federal government is expanding its health care fraud efforts on both the criminal and civil sides, signaling a much more aggressive effort to pursue ....
The decisions in Obergefell v. Hodges and United States v. Windsor have now set the stage for a multitude of changes in actions, options, and ....
One of the more challenging issues an accountant or attorney will face is when a client receives a notice from the Internal Revenue Service ....
The LGBT community is anxiously awaiting the Supreme Court decision, expected imminently, that may finally establish same-sex marriage as a civil right in all 50 ....
April 24, 2015
Article by Janis Cowhey, Co-Leader of the LGBT Practice Group and David Glusman, Advisory Services Partner, "'Innocent Spouse' Tax Relief in Same-Sex Married Couples," Featured in New York Law Journal
When the Internal Revenue Service (IRS) conducts audits of joint tax returns, whether for same-sex couples or traditional heterosexual couples, the starting assumption of the ....
Whether you're ahead of the game or procrastinate until the last minute, filing your income taxes is rarely a gratifying experience, even in the best ....
Just the phrase "Monte Carlo" invites images of glamorous women and debonair men gathered around a baccarat table - ah, the glories of James Bond. ....
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 ....
January 07, 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 ....
October 16, 2014
Article by David Glusman, Advisory Services Partner and Michael Molder, Advisory Services Senior Manager, "Memo to File: Protecting Attorney-Expert Communications," Featured in The Legal Intelligencer
As litigators, you are experts in trying cases. You intuitively know the difference between a motion to dismiss and one for summary judgment. You understand ....
Jeffrey Zudeck, CFO for investment banking firm Fundamental Holdings Ltd., has joined New York-based Marcum (FY13 net revenue of $350.2 million) as PIC of its ....
September 08, 2014
Jeffrey Zudeck, Partner-in-Charge of the Philadelphia Office, Featured in Philadelphia Business Journal Article, "Marcum Adds Investment Bank CFO as Philly Office Managing Partner."
Jeffrey D. Zudeck, chief financial officer for investment banking firm Fundamental Holdings Ltd., has joined Marcum as partner-in-charge of its Philadelphia regional offices. He will ....
A recent announcement by Independence Blue Cross (IBC) emphasizes the importance of hospitals and doctors continuing to develop win-win mechanisms for working together in response ....
July 10, 2014
Article by David Glusman, Advisory Services Partner and Michael Molder, Advisory Services Senior Manager, "Financial Oversight and the Institutional Investor," Featured in The Legal Intelligencer
In early May, the California State Teachers' Retirement System (CalSTRS) announced that it would vote against four of the five directors on Bank of America's ....
This installment of Executive Leaders Radio was broadcast on June 24, 2014
Same-sex couples can now get married in Pennsylvania, Oregon and Illinois and that has important implications for their 2014 state income tax returns.
Now that the federal courts have ruled that Pennsylvania's ban on same-sex marriages is unconstitutional, and Governor Corbett has announced that the Commonwealth of Pennsylvania ....
Experts from the Philadelphia LGBT practice of Marcum LLP advise that Tuesday's court ruling overturning the ban on same-sex marriage in Pennsylvania opens up important ....
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 ....
April 04, 2014
Article by David Glusman, Advisory Services Partner and Michael Molder, Advisory Services Senior Manager, "Reading the Semaphore of the Red Flags of Fraud," Featured in The Legal Intelligencer
For centuries, ships have signaled messages of distress to each other through colored flags arranged in specific positions. Your business may be sending you signals ....
At the end of the day, any business is worth what someone else is willing to pay for it. Generally, two valuation approaches dictate the ....
Medical malpractice claims raise a variety of economic issues. In addition to fully understanding the medical and liability issues involved in the prospective matter, counsel ....
I only made $2,787 this year working 4 months at a retail store. Am I required to file my taxes? Not only that, but my ....
From finding fraud to calculating damage, forensic accountants are in great demand.
In addition to the joys of the ceremony, the honeymoon and setting up a household, some gay and lesbian couples in Pennsylvania will share another ....
One would expect that, in the more than 20 years since the U.S. Supreme Court's seminal decision regarding admissibility of expert witness testimony, the parameters ....
Six Philadelphia companies in four industry sectors were named winners at the inaugural Marcum Innovator of the Year Awards last Thursday, November 14. ....
November 14, 2013
Six Philadelphia Companies Win Marcum Innovator of the Year Awards
The following are upcoming air dates/times:
Sunday, November 10th , from 3:00-4:00 pm on WCHE/1520AM
Innovation is defined as the application of better solutions that meet new requirements, inarticulate needs, or existing market needs. That’s what Wikipedia says. When looking ....
Many taxpayers are aware of the existence of the Research and Development (R&D) Tax Credit, but are not fully versed in its scope. In fact, ....
June 20, 2013
David Glusman, Advisory Services Partner & Frank Rudewicz, New England Regional Leader, Forensics Practice Group, Interviewed in Metropolitan Corporate Counsel "To Catch A Thief: Forensic Experts Weigh in on the Fraudster Profile
Editor: What are the types of corporate fraud that exist, and which are the most common?
We asked accountants how they felt about Congress' handling of the fiscal cliff, the debt ceiling and sequestration.
Mr. Glusman discussed the difference between suing someone vs suing with the expectation of a return and shares his insights on what businesses can do ....
The long-running debate over who's responsible for developing a framework for standards for financial reporting by privately held, small and midsized US businesses is far ....
Marc Malloy, after being invited to testify before the Senate Finance Committee, called up his dad earlier this year to brag a little.
Marcum Philadelphia has recently added several experienced staff, and we are currently looking to fill a few more open positions.