Beyond the Numbers Archives | Marcum LLP

Wealth Management

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

Wealth Management

Monitoring Your Portfolio

February 7, 2022

Monitoring Your Portfolio

Tax Credits & Incentives

Tax Credits and Incentives to Benefit Growing Businesses – Part 1

February 7, 2022

Tax Credits and Incentives to Benefit Growing Businesses – Part 1

Wealth Management

How to Invest Capital Gains in Qualified Opportunity Zone Funds

February 7, 2022

How to Invest Capital Gains in Qualified Opportunity Zone Funds

Tax Credits & Incentives

Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment

January 27, 2022

Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment

Research & Development Tax Credit

The R&D Tax Credit is an Untapped Resource in the Cannabis Industry

October 26, 2021

The R&D Tax Credit is an Untapped Resource in the Cannabis Industry

Wealth Management

Inflation-Fighting TIPS

October 22, 2021

Inflation-Fighting TIPS

Tax Return Compliance

Red Flags that Could Trigger an IRS Audit

October 22, 2021

Red Flags that Could Trigger an IRS Audit

Wealth Management

Pay Down Debt or Save for Retirement?

Pay Down Debt or Save for Retirement?

Capital Gains Tax under the American Families Plan

Capital Gains Tax under the American Families Plan

Court Case on Treatment of Payments to Shareholders Resolved in Favor of IRS

Court Case on Treatment of Payments to Shareholders Resolved in Favor of IRS

Wealth Management

Closing a Retirement Income Gap

Closing a Retirement Income Gap

Historic IRS Delays Impacting Taxpayers

Historic IRS Delays Impacting Taxpayers

The Reporting of Virtual Currency Transactions

The Reporting of Virtual Currency Transactions

Private Client Services

Estimating Your Retirement Income Needs

Estimating Your Retirement Income Needs

Private Client Services

Deferring Estate Taxes: Considerations for the Business Owner

Deferring Estate Taxes: Considerations for the Business Owner

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