Events
Marcum New England Construction Summit
New Haven, CT
Event Details
Ashlie Forum
CPA*
*Licensed by the State of Florida
Partner
Tax & Business
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.
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.
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
- 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
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