About Ashlie

Ashlie Forum is a partner in the Firm’s Tax & Business Services Division. She also serves as the Firm’s Real Estate and Construction industry leader in the Southeast.

Ashlie consults with clients who are adding, modifying, and divesting real estate portfolios. The depth of her practice includes proactively planning to leverage 1031 exchanges as well as other strategies. For example, she works regularly with clients interested in direct investment in Qualified Opportunity Zones (QOZs), as well as those creating their own QOZ funds. Additionally, she guides clients through cost segregation studies.

Working extensively with general contractors and large subcontractors, Ms. Forum has a detailed understanding of the industry and implications of contracts on tax compliance and planning. She advises clients on opportunities for credits available to construction business and helps navigate dynamics around bonus depreciation, net operating losses, business interest deductions as well as other tax regulations.

Ashlie provides a wide range of tax services to privately held companies in a variety of industries, with extensive experience serving family businesses as well as high-net-worth families. She has provided tax consulting, compliance, research, and tax planning services to privately held companies, as well as assisted with tax controversy issues.

Ashlie has ample knowledge in partnership taxation with a focus on the business and compliance needs of limited liability companies. She also has experience in Family Office services, which includes a variety of services like bill paying, succession planning, and investment analysis.

Marcum's 2023 National Construction Survey

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA), Member
  • Florida Institute of Certified Public Accountants (FICPA), Member
  • Construction Financial Management Association (CFMA), National Tax & Legislative Affairs Committee, Member
  • NAIOP, South Florida Chapter, Member
  • Cystic Fibrosis Foundation Finest Event, Committee Member
  • Marcum CPE Training, Committee Chair & Instructor

Articles & Presentations

  • Tax Planning for Contractors, South Florida Air Conditioning Contractors Association (SFACCA), February 2024
  • Tax Pros Can’t Shield Taxpayers From Accuracy-Related Penalties, Bloomberg Tax, December 2023
  • Annual Year-End Tax Forum, Marcum Webinar, November 2023
  • Tax Update for Construction, Construction Financial Management Association (CFMA), Florida Regional Conference, November 2023
  • Navigating the New Normal: A Strategic Dive into Marcum’s National Construction Survey, Marcum Webinar, August 2023
  • The Contractor’s Tax-Credit Strategy Guide, Construction Business Owner, January 2023
  • Exploring the Trifecta of Tax Changes, Construction Business Owner, March 2022
  • Construction Tax Update and Year-End Planning, CFMA, National Webinar, December 2021
  • Construction Tax Update and Year-End Planning, CFMA Florida Statewide Regional Conference, November 2021
  • Tax Planning and Business Strategy Opportunities for Real Estate Companies Emerge through CARES Act, Marcum Newsletter, May 2020
  • Returning to a New Normal: Real Estate & the Pandemic, Webinar, May 2020
  • Critical Information for Businesses, Miami-Dade Beacon Council Trade & Logistics Committee, Panel Discussion, May 2020
  • Tax Considerations from the CARES Act for the Real Estate Industry, NAIOP South Florida, April 2020
  • Year-End Tax Forum: A Panel Discussion, November 2019
  • The Status of Opportunities Zones: A Panel Discussion, October 2019
  • Everything Contractors Need to Know about the Tax Cuts and Jobs Act, Construction Executive, May 2019
  • Construction Contracts: Tax Planning Opportunities, Marcum Newsletter, January 2017 
Practice Focus

Real Estate
Construction
Family Office
Partnerships

Education

Masters in Accounting, with Major in Taxation
Florida State University

Bachelor of Science, Accounting
Florida State University

Awards

Real Estate Award – Finance & Accounting, South Florida Business & Wealth, 2021