The 2023 Marcum Year-End Tax Guide provides an overview of many of the issues affecting tax strategy and planning for individuals and businesses in 2023 and 2024. READ NOW
October 11, 2024 The Marcum Retrospective – Part 5 Unless you’ve run and built a business, you can’t possibly appreciate the army of people...
September 13, 2024 Advisory Partner Sean Saari joins Marcum Wealth’s Jim Butler to discuss gift tax for Money Matters TV Read More
September 10, 2024 Food & Beverage Leader Louis Biscotti details deals and discounts as depriceflation hits retailers for Forbes Read More
September 9, 2024 Advisory Director Heather Wilson explores expanded IRS initiatives and investigations for The Legal Intelligencer Read More
October 8, 2024 Marcum-Hofstra University CEO Survey Highlights Concerns Ahead of 2024 Election Read More
Alternative Investments August 5, 2024 IRS Finalizes Digital Asset Reporting Regulations: What Brokers and Investors Need to Know Read More
Alternative Investments August 5, 2024 The Rise of Increased Collaboration and Co-Investment in the Investment World Read More
Alternative Investments May 23, 2024 Mastering the Venture Capital Fund Audit: Essential Preparation for a Seamless Financial Statement Annual Audit Read More
Alternative Investments May 23, 2024 Transfer Pricing: Insights for the Alternative Investment Industry Read More
Alternative Investments May 23, 2024 Getting Back to Basics: Securities Analysis and Section 475 Elections Read More
Alternative Investments February 15, 2024 SEC’s 2024 Exam Priorities: Registered Investment Advisers Still in the Spotlight Read More
Alternative Investments February 15, 2024 Worthless Securities – When Can You Take the Loss? Read More
Alternative Investments February 15, 2024 Navigating Your First Custody Rule 206(4)-2 Surprise Examination: A Thorough Guide for New RIAs Read More
Alternative Investments November 7, 2023 Navigating the Impact of the New SEC Cybersecurity Rules on Alternative Investment Advisers Read More
Alternative Investments November 7, 2023 A Deeper Look into the SEC Private Fund Rules – Quarterly Statements and Private Fund Audit Requirements Read More
Alternative Investments August 14, 2023 Tax Consequences of Using Simple Agreements for Future Equity (SAFEs) in Venture Deals Read More
Alternative Investments August 14, 2023 SEC Proposed Safeguarding Rule – Privately Offered Securities Exception Read More
