Marcum New York Construction Summit
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.
Ms. Forum 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, Ms. Forum works regularly with clients interested in direct investment into Qualified Opportunity Zones (QOZs) as well as those creating their own QOZ funds. Additionally, she guides clients through cost segregation studies.
Ms. Forum 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.
Ms. Forum has ample knowledge in partnership taxation with a focus on the business and compliance needs of limited liability companies. Ms. Forum also has experience in Family Office services, which includes a variety of services from bill paying, succession planning, and investment analysis.