About Audrey

Audrey Levin is a partner in the Tax & Business Services Division. She has more than 20 years of public accounting experience, specializing in tax planning and compliance for high net worth individuals and pass-through entities.

Ms. Levin has significant expertise advising clients on matters such as mergers and acquisitions, entity structures, partnership operating agreements, gifting strategies, and employee benefit plans. She has served clients in a variety of industries including real estate, private equity-backed businesses, skilled nursing facilities, and professional services.

Ms. Levin is a seasoned and sought-after instructor and has provided training and education for several top 100 CPA firms on a wide array of tax topics including partnership basis, capital accounts and distributions; retirement plans and executive compensation; trust, estate and gift taxation; depreciation, sales and exchanges; general individual and entity tax compliance and planning; foreign taxes and credits; tax elections; and work-life balance, practice development, and delegating and supervising.

Prior to joining Marcum LLP in 2019, Ms. Levin was with Big 4, national and local accounting firms, where she specialized in partnership and individual taxation, as well as financial planning and education.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Illinois CPA Society

Expertise

Tax Consulting and Planning
Mergers & Acquisitions
Trust, Estate and Gift Tax Planning
Succession Planning
Individual, Partnership & Corporate Taxation
Closely Held Businesses
International Taxation

Industry Focus

Private Equity
Healthcare
High Net Worth Individuals
Professional Services
Real Estate

Education

University of Michigan, Bachelor of Business Administration

DePaul University, Master of Science in Taxation

Accreditations & Designations

Certified Financial Planner

Licenses

Series 7
Series 63