Skip to main content

McCarthy & Company, PC Merges into Marcum. Learn More

  • Events
  • Newsletters
  • Subscribe
  • Client Portal
  • Make Payment
  • (855) Marcum1
  • Email Us
  • LinkedIn
  • Facebook
  • Twitter
  • Instagram
  • YouTube
Marcum LLP Logo
  • Services
    • Tax & Business
      • Accounting Services
      • Bankruptcy & Insolvency
      • Compensation & Benefits Consulting
      • Corporate Tax
      • Cost Recovery & Accounting Methods
      • Cost Segregation
      • EB-5 Investor Services
      • Financial Statements
      • International Tax
      • Modern Family & LGBTQ Services
      • Private Client Services
      • Research & Development Tax Credit
      • State & Local Tax
      • Tax Advisory Services
      • Tax Controversy Resolution
      • Tax Credits & Incentives
      • Tax-Exempt Business
      • Tax Return Compliance
      • Tax Transaction Services
      • Wealth Management
      • View All Tax & Business Services
    • Assurance
      • Attestation Engagements
      • Audits
      • Compilations & Reviews
      • Employee Benefit Plans (ERISA)
      • International Financial Reporting
      • SEC Advisory
      • SEC Services
      • Special Purpose Acquisition Companies (SPAC)
      • View All Assurance Services
    • Advisory
      • Financial Accounting & Advisory
        • CFO-led Services
        • Complex & Technical Accounting
        • Financial Process Improvement
        • Interim Controllership and Financial Leadership
        • Internal Audit Co-Sourcing/Outsourcing
        • IPO Readiness
        • Restructuring Services
        • Sarbanes-Oxley Compliance
      • Insurance Services
      • Managed Services
        • Managed Accounting Services
        • Managed Human Resources Services
        • Managed IT Services
      • Paycheck Protection Program
        • Business Interruption Claims
        • Main Street Lending Program
      • Risk Advisory Services
        • Anti-Money Laundering
        • Data Privacy & Compliance
        • Internal Audit Co-Sourcing/Outsourcing
        • ISO 27001 & 27701 Certification
        • Sarbanes-Oxley Compliance
        • System Organization Controls – SOC 1, SOC 2 and SOC 3
        • Technology Risk
      • Tax Advisory Services
        • Compensation & Benefits Consulting
        • Corporate Tax
        • Cost Recovery & Accounting Methods
        • Private Client Services
        • International Tax
        • Research & Development Tax Credit
        • State & Local Tax
        • Tax Credits & Incentives
        • Tax Transaction Services
      • Technology Consulting
        • Digital Advisory Services
        • Infrastructure Solutions & Services
        • Strategic IT Consulting
        • Cybersecurity & Digital Forensics
      • Transaction Advisory
        • Due Diligence
        • Post-Merger or Acquisition Services
        • Tax Transaction Services
        • Valuation
      • Valuation, Forensic & Litigation
        • Investigations, Forensic Accounting & Integrity Services
        • Litigation & Dispute Consulting
        • Marital Dissolution
        • Valuation
        • Eco-Stat
      • Wealth Management
      • View All Advisory Services
    • Tax & Business
    • Assurance
    • Advisory
    • Accounting Services
    • Bankruptcy & Insolvency
    • Compensation & Benefits Consulting
    • Corporate Tax
    • Cost Recovery & Accounting Methods
    • Cost Segregation
    • EB-5 Investor Services
    • Financial Statements
    • International Tax
    • Modern Family & LGBTQ Services
    • Private Client Services
    • Research & Development Tax Credit
    • State & Local Tax
    • Tax Advisory Services
    • Tax Controversy Resolution
    • Tax Credits & Incentives
    • Tax-Exempt Business
    • Tax Return Compliance
    • Tax Transaction Services
    • Wealth Management
    • View All Tax & Business Services
    • Attestation Engagements
    • Audits
    • Compilations & Reviews
    • Employee Benefit Plans (ERISA)
    • International Financial Reporting
    • SEC Advisory
    • SEC Services
    • Special Purpose Acquisition Companies (SPAC)
    • View All Assurance Services
    • Financial Accounting & Advisory
      • CFO-led Services
      • Complex & Technical Accounting
      • Financial Process Improvement
      • Interim Controllership and Financial Leadership
      • Internal Audit Co-Sourcing/Outsourcing
      • IPO Readiness
      • Restructuring Services
      • Sarbanes-Oxley Compliance
      • Featured Press Releases

        Featured Image

        May 10, 2021

        Marcum Merges Starter-Fluid into National Financial Accounting & Advisory Practice

        Read More
    • Insurance Services
    • Managed Services
      • Managed Accounting Services
      • Managed Human Resources Services
      • Managed IT Services
      • Featured Insights

        Featured Image

        April 12, 2021

        Virtual Onboarding During COVID – What Are We Missing?

        Read More
    • Paycheck Protection Program
      • Business Interruption Claims
      • Main Street Lending Program
      • Featured Insights

        Featured Image

        May 18, 2021

        IRS Allows PPP Deduction Fix

        Read More
    • Risk Advisory Services
      • Anti-Money Laundering
      • Data Privacy & Compliance
      • Internal Audit Co-Sourcing/Outsourcing
      • ISO 27001 & 27701 Certification
      • Sarbanes-Oxley Compliance
      • System Organization Controls – SOC 1, SOC 2 and SOC 3
      • Technology Risk
      • Featured Insights

        Featured Image

        July 6, 2021

        American Families Plan’s Cryptocurrency Tax Compliance Agenda

        Read More
    • Tax Advisory Services
      • Compensation & Benefits Consulting
      • Corporate Tax
      • Cost Recovery & Accounting Methods
      • Private Client Services
      • International Tax
      • Research & Development Tax Credit
      • State & Local Tax
      • Tax Credits & Incentives
      • Tax Transaction Services
      • Featured Insights

        Featured Image

        July 6, 2021

        American Families Plan’s Cryptocurrency Tax Compliance Agenda

        Read More
    • Technology Consulting
      • Digital Advisory Services
      • Infrastructure Solutions & Services
      • Strategic IT Consulting
      • Cybersecurity & Digital Forensics
      • Featured Insights

        Featured Image

        June 8, 2021

        Proper Alignment with Technology Is Critical in Achieving Strategic Objectives

        Read More
    • Transaction Advisory
      • Due Diligence
      • Post-Merger or Acquisition Services
      • Tax Transaction Services
      • Valuation
      • Featured Insights

        Featured Image

        July 6, 2021

        American Families Plan’s Cryptocurrency Tax Compliance Agenda

        Read More
    • Valuation, Forensic & Litigation
      • Investigations, Forensic Accounting & Integrity Services
      • Litigation & Dispute Consulting
      • Marital Dissolution
      • Valuation
      • Eco-Stat
      • Featured Insights

        Featured Image

        May 24, 2021

        U.S. Fraud and Enforcement Actions

        Read More
    • Wealth Management
    • View All Advisory Services
  • Industries
    • Alternative Investments
    • Automotive
    • Broker Dealers
    • Cannabis
    • Capital Markets
    • Construction
    • Consumer & Industrial Products
    • Digital Assets & Blockchain
    • Financial Institutions
    • Financial Services
    • Food & Beverage
    • Government Contractors
    • Government
    • Healthcare
    • Higher Education & Private Schools
    • Insurance
    • Life Science & Biotech
    • Litigation Support
    • Maritime
    • Media, Gaming & Entertainment
    • Mining
    • Nonprofit & Social Sector
    • Oil & Gas
    • Private Equity
    • Professional Employer Organizations
    • Real Estate
    • Talent & Literary Agencies
    • Technology
    • Alternative Investments
    • Automotive
    • Broker Dealers
    • Cannabis
    • Capital Markets
    • Construction
    • Consumer & Industrial Products
    • Digital Assets & Blockchain
    • Financial Institutions
    • Financial Services
    • Food & Beverage
    • Government Contractors
    • Government
    • Healthcare
    • Higher Education & Private Schools
    • Insurance
    • Life Science & Biotech
    • Litigation Support
    • Maritime
    • Media, Gaming & Entertainment
    • Mining
    • Nonprofit & Social Sector
    • Oil & Gas
    • Private Equity
    • Professional Employer Organizations
    • Real Estate
    • Talent & Literary Agencies
    • Technology
    • View All Industries
  • Firm
    • Overview
    • Client Experience
    • Diversity, Equity & Inclusion
    • Marcum Affiliates
    • Marcum University
    • Mission & Philosophy
    • Marcum Foundation
    • International Capabilities
    • Alumni
    • Overview
    • Client Experience
    • Diversity, Equity & Inclusion
    • Marcum Affiliates
    • Marcum University
    • Mission & Philosophy
    • Marcum Foundation
    • International Capabilities
    • Alumni

    Marcum Foundation

    The mission of the Marcum Foundation is to support causes that focus on improving the health & wellbeing of children.

    Learn More

    International Capabilities

    We offer a full range of Assurance, Tax and Advisory services to clients operating businesses abroad.

    Learn More

    Alumni

    The Marcum family consists of both current and past employees. We value relationships built through working together.

    Learn More
  • People

    Filter Alphabetically by Last Name

    View All
    • A
    • B
    • C
    • D
    • E
    • F
    • G
    • H
    • I
    • J
    • K
    • L
    • M
    • N
    • O
    • P
    • Q
    • R
    • S
    • T
    • U
    • V
    • W
    • X
    • Y
    • Z

    People Search

  • Insights

    By Service

    • Advisory
    • Tax & Business
    • Assurance

    Media

    • Marcum Answers
    • Podcasts
    • Videos

    Case Studies

    • View All

    By Industry

    • Alternative Investments
    • Construction
    • Food & Beverage
    • Healthcare
    • Nonprofit & Social Sector
    • Technology

    Surveys

    • Marcum-Hofstra CEO Survey
    • Marcum Construction Survey
    • Marcum Manufacturing Survey

    Year-End Tax Guide

    The 2022 Marcum Year-End Tax Guide provides an overview of many of the issues affecting tax strategy and planning for individuals and businesses in 2022 and 2023.

    VIEW ALL

    Thoughts of the Week

    The Myth of Overnight Success
    June 2, 2023

    The Myth of Overnight Success

    The beauty of entrepreneurship is that you can carve your own path, no matter how...

    View All
  • News
    • As Seen In
    • Press Releases

    As Seen In

    Food & Beverage
    May 15, 2023

    Food and Beverage Leader Louis Biscotti’s latest Forbes column asks if private labels are winning the F&B brand wars

    Read More
    May 15, 2023

    Construction Leader Joseph Natarelli‘s Q&A with Area Development on the skilled labor shortage and what it means for the future of the construction industry

    Read More
    May 1, 2023

    Fashion Mannuscript published an article by Retail Group Co-Leader Ronald Friedman about The Evolution of LA’s Apparel Industry

    Read More
    View All

    Press Releases

    June 5, 2023

    McCarthy & Company, PC Merges into Marcum

    Read More
    View All
  • Offices
    • Akron, OH
    • Andover, MA
    • Blue Bell, PA
    • Bridgehampton, NY
    • Boston, MA
    • Chicago, IL
    • Cleveland, OH (Downtown)
    • Cleveland, OH (East)
    • Costa Mesa, CA
    • Deerfield, IL
    • East Hanover, NJ
    • Ellsworth, ME
    • Fort Lauderdale, FL
    • Greenfield, MA
    • Greenwich, CT
    • Hartford, CT
    • Houston, TX
    • Los Angeles, CA
    • Marlton, NJ
    • Melville, NY
    • Merrimack, NH
    • Miami, FL
    • Nashville, TN
    • Neptune, NJ
    • New Haven, CT
    • New York City, NY
    • Northfield, NJ
    • Philadelphia, PA
    • Portland, ME
    • Providence, RI (East)
    • Providence, RI (West)
    • Riverhead, NY
    • Rockville, MD
    • Saddle Brook, NJ
    • San Francisco, CA
    • San Jose, CA
    • St. Louis, MO
    • Tinton Falls, NJ
    • Tampa, FL
    • Uniondale, NY
    • Washington, DC
    • West Hartford, CT
    • West Palm Beach, FL

    International

    • Beijing, China
    • Guangzhou, China
    • Hangzhou, China
    • Shanghai, China
    • Tianjin, China
    • Dublin, Ireland
    • Grand Cayman, BWI
    • Singapore
  • Careers
    • Overview
    • Experienced
    • Students
    • Core Values
    • Diversity, Equity & Inclusion
    • Associate Testimonials
    • Job Openings
    • Preferred Recruiting Agency
    • Overview
    • Experienced
    • Students
    • Core Values
    • Diversity, Equity & Inclusion
    • Associate Testimonials
    • Job Openings
    • Preferred Recruiting Agency
  • Ask Marcum

Site Search

  • Events
  • Newsletters
  • Subscribe
  • Client Portal
  • Make Payment
  • (855) Marcum1
  • Email Us
  • LinkedIn
  • Facebook
  • Twitter
  • Instagram
  • YouTube
Ask Marcum

Insights

  1. Home
  2. Insights
Find Insights
Search Insights
Filter By
Newsletters
  • Beyond the Numbers
  • Commercial Construction Index
  • Construction Advisor
  • Contractor Compensation Quarterly
  • Deal 360
  • ESOP Advisor
  • Food & Beverage Advisor
  • JOLTS Analysis
  • MarcumTech Innovation Insider
  • Matrimonial Insider
  • Nonprofit & Social Roundup
  • Private Investment Forum
  • SEC Insights
  • Trending in Healthcare
  • Valuation & Litigation Advisor
Alternative Investments
Proposed Amendments to the Custody Rule – Safeguarding Rule
June 7, 2023

Proposed Amendments to the Custody Rule – Safeguarding Rule

Read More
Alternative Investments
SEC’s 2023 Exam Priorities: Registered Investment Advisers Take Center Stage
June 7, 2023

SEC’s 2023 Exam Priorities: Registered Investment Advisers Take Center Stage

Read More
Alternative Investments
Understanding Tax Withholding for Nonresident Partners: A Deep Dive into the Impact of Section 1446(f)
June 7, 2023

Understanding Tax Withholding for Nonresident Partners: A Deep Dive into the Impact of Section 1446(f)

Read More
State & Local Tax
New York’s NOL Dilemma – The Not So Tender Trap
June 2, 2023

New York’s NOL Dilemma – The Not So Tender Trap

Read More
Construction
First Quarter Construction Update: The Good, the Bad, and the Ugly
June 1, 2023

First Quarter Construction Update: The Good, the Bad, and the Ugly

Read More
State & Local Tax
California Extends PTE Tax Payments for Winter Storm Victims; Non-Residents Entities Still Need to Pay by June 15
May 31, 2023

California Extends PTE Tax Payments for Winter Storm Victims; Non-Residents Entities Still Need to Pay by June 15

Read More
ERP Automation
Top 5 ERP Implementation Success Factors
May 26, 2023

Top 5 ERP Implementation Success Factors

Read More
Managed IT Services
Why Now Is the Best Time to Hire a Managed IT Service Provider
May 25, 2023

Why Now Is the Best Time to Hire a Managed IT Service Provider

Read More
Marital Dissolution
Do Your Due Diligence: A New York Case Study
May 24, 2023

Do Your Due Diligence: A New York Case Study

Read More
Cybersecurity & Digital Forensics
Cybersecurity Threats Affecting Businesses in May 2023
May 24, 2023

Cybersecurity Threats Affecting Businesses in May 2023

Read More
Marital Dissolution
Tax Considerations of Selling Your Marital Home
May 24, 2023

Tax Considerations of Selling Your Marital Home

Read More
Infrastructure Solutions & Services
Benefits of Future-Proofing with Software-Defined Data Centers
May 23, 2023

Benefits of Future-Proofing with Software-Defined Data Centers

Read More
Cannabis
Budding Headaches – What Challenges Await Massachusetts’s Cannabis Businesses in 2023?
May 19, 2023

Budding Headaches – What Challenges Await Massachusetts’s Cannabis Businesses in 2023?

Read More
Wealth Management
No, Social Security Is Not Going Bankrupt
May 17, 2023

No, Social Security Is Not Going Bankrupt

Read More
Valuation, Forensic & Litigation Support Services
ChatGPT: Friend or Foe in the Legal Realm?
May 17, 2023

ChatGPT: Friend or Foe in the Legal Realm?

Read More
Marital Dissolution
Valuation in a Divorce
May 17, 2023

Valuation in a Divorce

Read More
Prev
  • 1
  • 2
  • 3
  • 0
  • 226
Next

Stay in Touch.

Sign Up for Marcum’s Newsletters.

Subscribe
  • Services
  • Industries
  • Firm
  • People
  • Insights
  • News
  • Offices
Connect With Us
  • LinkedIn
  • Facebook
  • Twitter
  • Instagram
  • YouTube

About Marcum LLP

Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing.

Learn More

Offices

Headquarters 730 3rd Avenue
11th Floor
New York, NY 10017

Find an Office

Contact Us

  • (855) MARCUM1
  • [email protected]

Affiliations

Foundation

Private Portal - Secure Email Delivery
© 2023 Marcum LLP. All Rights Reserved.
  • Privacy Policy
  • Legal Notice
Back to Top
Be in the Know Get all the latest insights from Marcum.
Subscribe
Subscribe