Michael Perez | Marcum LLP | Accountants and Advisors

Michael Perez

Partner

Tax & Business

201 East Kennedy Boulevard
Suite 1500
Tampa, FL 33602

Email Michael Perez

About Michael

Michael Perez is a partner in the Firm’s Tax & Business Services group. Mr. Perez has a broad technical background servicing closely-held businesses, private investment partnerships and high net-worth families. He has 30+ years of practical experience and expertise including tax efficient business organization and structure, merger and acquisitions; as well as, wealth accumulation and transfer techniques.

Professional & Civic Affiliations

American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)

CEO Confidence and Consumer Demands on the Rise: Marcum-Hofstra CEO Survey

February 28, 2023

CEO Confidence and Consumer Demands on the Rise: Marcum-Hofstra CEO Survey

Moving Target: The Changing Rules for IRA Required Minimum Distributions

January 24, 2023

Moving Target: The Changing Rules for IRA Required Minimum Distributions

CEOs Feel Under-Prepared for Cyber Threats, More Companies Passing Cost of Inflation to Customers, Finds Marcum-Hofstra Survey

December 13, 2022

CEOs Feel Under-Prepared for Cyber Threats, More Companies Passing Cost of Inflation to Customers, Finds Marcum-Hofstra Survey

Marcum LLP Issues 2022 Year-End Tax Guide

November 29, 2022

Marcum LLP Issues 2022 Year-End Tax Guide

Marcum Day of Service Returns Live and In-Person

November 9, 2022

Marcum Day of Service Returns Live and In-Person

Yahoo! and other news outlets covered Marcum’s partnership with BurgerFi and Anthony’s to provide relief for those affected by Hurricane Ian.

November 2, 2022

Yahoo! and other news outlets covered Marcum’s partnership with BurgerFi and Anthony’s to provide relief for those affected by Hurricane Ian.

CEOs Concerned about Recession but Remain Optimistic, finds Marcum-Hofstra Survey

September 28, 2022

CEOs Concerned about Recession but Remain Optimistic, finds Marcum-Hofstra Survey

Marcum and Friedman Complete Merger

September 6, 2022

Marcum and Friedman Complete Merger

IRS Provides Relief from Certain Late Filing Penalties

August 26, 2022

IRS Provides Relief from Certain Late Filing Penalties

The Inflation Reduction Act of 2022

August 15, 2022

The Inflation Reduction Act of 2022

Marcum Foundation’s “Hope in the Hamptons” Raises $600,000 for St. Jude Children’s Research Hospital

August 11, 2022

Marcum Foundation’s “Hope in the Hamptons” Raises $600,000 for St. Jude Children’s Research Hospital

Tax Credit for Small Business COVID-19 Related Expenses

Tax Credit for Small Business COVID-19 Related Expenses

Tax Liability of Non-Fungible Tokens (NFTs) Now Has Formalized Guidance in WA and PA

Tax Liability of Non-Fungible Tokens (NFTs) Now Has Formalized Guidance in WA and PA

Having a Vacation Home in New York: Impact on Residency

Having a Vacation Home in New York: Impact on Residency

Less than Half of CEOs are Back to the Office Full-Time; CEO Economic Outlook Plummets

Less than Half of CEOs are Back to the Office Full-Time; CEO Economic Outlook Plummets

IRS Finalizes Its Dirty Dozen Tax Scams

IRS Finalizes Its Dirty Dozen Tax Scams

IRS Releases First of “Dirty Dozen” Tax Scams

IRS Releases First of “Dirty Dozen” Tax Scams

Marcum Launches New TV Ads

Marcum Launches New TV Ads

Marcum’s New York Food & Beverage Summit is Back for 2022

Marcum’s New York Food & Beverage Summit is Back for 2022

Marcum LLP and Friedman LLP Announce Plans to Merge

Marcum LLP and Friedman LLP Announce Plans to Merge

CEO Optimism on the Rise, Reports Marcum-Hofstra CEO Survey

CEO Optimism on the Rise, Reports Marcum-Hofstra CEO Survey

Marcum LLP Climbs the Ranks in Annual Vault Accounting Firm Survey

Marcum LLP Climbs the Ranks in Annual Vault Accounting Firm Survey

Marcum Foundation Raises More than $659,000 for St. Jude Children’s Research Hospital

Marcum Foundation Raises More than $659,000 for St. Jude Children’s Research Hospital

Marcum LLP Establishes Diversity Scholarship Fund for Underrepresented Students

Marcum LLP Establishes Diversity Scholarship Fund for Underrepresented Students

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

The Biden Administration’s 2023 Budget

The Biden Administration’s 2023 Budget

The 2022 Outlook for Food and Beverage Companies and Investors

The 2022 Outlook for Food and Beverage Companies and Investors

Cocktails to Go! But Not Quite Yet

Cocktails to Go! But Not Quite Yet

Pandemic Accelerates Big Food and Beverage Company Strategies

Pandemic Accelerates Big Food and Beverage Company Strategies

Brewery Buddy: New York State Form MT-456 – Beer Tax Return

Brewery Buddy: New York State Form MT-456 – Beer Tax Return

Employee Retention and Worker Stress Key Challenges for CEOs, Marcum-Hofstra Survey Finds

February 9, 2022

Employee Retention and Worker Stress Key Challenges for CEOs, Marcum-Hofstra Survey Finds

New Tax Forms Required for Many Partnerships & S-Corporations: Introducing Schedules K-2 and K-3

February 8, 2022

New Tax Forms Required for Many Partnerships & S-Corporations: Introducing Schedules K-2 and K-3

Monitoring Your Portfolio

February 7, 2022

Monitoring Your Portfolio

Tax Credits and Incentives to Benefit Growing Businesses – Part 1

February 7, 2022

Tax Credits and Incentives to Benefit Growing Businesses – Part 1

How to Invest Capital Gains in Qualified Opportunity Zone Funds

February 7, 2022

How to Invest Capital Gains in Qualified Opportunity Zone Funds

Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment

January 27, 2022

Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment

Florida Internship Tax Credit Program

January 6, 2022

Florida Internship Tax Credit Program

How Food and Beverage Companies Are Meeting Continued Challenges

December 27, 2021

How Food and Beverage Companies Are Meeting Continued Challenges

Open for Business or Open for Fraud?

December 27, 2021

Open for Business or Open for Fraud?

Taking the Pulse of the Industry: Labor Issues and Shortages in Food & Beverage

December 27, 2021

Taking the Pulse of the Industry: Labor Issues and Shortages in Food & Beverage

To B Or Not To B? Why Food and Drink Companies Are Embracing B Corp Status

December 27, 2021

To B Or Not To B? Why Food and Drink Companies Are Embracing B Corp Status

Deferred 2020 Employer Social Security Tax and Deferred 2020 Self-employment Tax Must Be Paid by December 31, 2021

December 22, 2021

Deferred 2020 Employer Social Security Tax and Deferred 2020 Self-employment Tax Must Be Paid by December 31, 2021

RMDs are Required for 2021 Again

December 21, 2021

RMDs are Required for 2021 Again

Mega Roth IRAs

December 9, 2021

Mega Roth IRAs

2021 Year-End Review

December 6, 2021

2021 Year-End Review

Bipartisan Infrastructure and Jobs Act (BIJA)

December 6, 2021

Bipartisan Infrastructure and Jobs Act (BIJA)

2021 Year-End Tax Planning Strategies for Individuals

December 6, 2021

2021 Year-End Tax Planning Strategies for Individuals

Planning Considerations for Today’s Modern Families

December 6, 2021

Planning Considerations for Today’s Modern Families

Self-Employment Tax Considerations for LLC Members

December 6, 2021

Self-Employment Tax Considerations for LLC Members

Equity-Based Compensation

December 6, 2021

Equity-Based Compensation

The Effect of Tax Law Changes on Decisions Regarding Choice of Entity

December 6, 2021

The Effect of Tax Law Changes on Decisions Regarding Choice of Entity

Gift and Estate Tax Planning Opportunities

December 6, 2021

Gift and Estate Tax Planning Opportunities

Prioritizing Estate Plans: Proposed Tax Law Changes

December 6, 2021

Prioritizing Estate Plans: Proposed Tax Law Changes

Nonprofits: A Glance Behind and a Look Ahead

December 6, 2021

Nonprofits: A Glance Behind and a Look Ahead

How Commercial Solar Projects Work Within ESG

December 6, 2021

How Commercial Solar Projects Work Within ESG

The Real Estate Industry’s Pandemic Rebuild

December 6, 2021

The Real Estate Industry’s Pandemic Rebuild

Year-End Tax Planning for Contractors

December 6, 2021

Year-End Tax Planning for Contractors

International Taxation Matters: Potential Impact and Planning Points

December 6, 2021

International Taxation Matters: Potential Impact and Planning Points

Transfer Pricing Update

December 6, 2021

Transfer Pricing Update

Research and Development (R&D) Tax Credit Applicability and Benefit

December 6, 2021

Research and Development (R&D) Tax Credit Applicability and Benefit

State and Local Tax Updates

December 6, 2021

State and Local Tax Updates

State Tax Nexus

December 6, 2021

State Tax Nexus

Pass-Through Entity Tax Workarounds by States

December 6, 2021

Pass-Through Entity Tax Workarounds by States

State Telecommuting and Residency Considerations

December 6, 2021

State Telecommuting and Residency Considerations

Top Year-End Investment Tips

December 6, 2021

Top Year-End Investment Tips

2021 and 2022 Inflation/Cost of Living Updates

December 6, 2021

2021 and 2022 Inflation/Cost of Living Updates

Marcum LLP Issues 2021 Year-End Tax Guide

November 29, 2021

Marcum LLP Issues 2021 Year-End Tax Guide

Middle-Market Companies Struggling with Inflation and Supply Chain Disruptions, Reports Marcum-Hofstra Survey

November 18, 2021

Middle-Market Companies Struggling with Inflation and Supply Chain Disruptions, Reports Marcum-Hofstra Survey

Bipartisan Infrastructure and Jobs Act Passed by the House of Representatives

November 9, 2021

Bipartisan Infrastructure and Jobs Act Passed by the House of Representatives

Inflation-Fighting TIPS

October 22, 2021

Inflation-Fighting TIPS

Red Flags that Could Trigger an IRS Audit

October 22, 2021

Red Flags that Could Trigger an IRS Audit

CEOs Upbeat Despite Delta Variant and Hiring Challenges, Finds Marcum-Hofstra CEO Survey

September 22, 2021

CEOs Upbeat Despite Delta Variant and Hiring Challenges, Finds Marcum-Hofstra CEO Survey

Income and Sales Tax Nexus – Do I Really Need to File Returns?

September 20, 2021

Income and Sales Tax Nexus – Do I Really Need to File Returns?

What’s Not on the Label: The Trend of Clean Labels

September 20, 2021

What’s Not on the Label: The Trend of Clean Labels

The Price of Wings is Tackling Consumers’ Wallets

September 20, 2021

The Price of Wings is Tackling Consumers’ Wallets

SBA Opens Paycheck Protection Program Direct Forgiveness Portal

August 12, 2021

SBA Opens Paycheck Protection Program Direct Forgiveness Portal

How the Biden Administration’s Green Book Affects Long-Term Capital Gains

August 10, 2021

How the Biden Administration’s Green Book Affects Long-Term Capital Gains

Pay Down Debt or Save for Retirement?

Pay Down Debt or Save for Retirement?

Capital Gains Tax under the American Families Plan

Capital Gains Tax under the American Families Plan

Court Case on Treatment of Payments to Shareholders Resolved in Favor of IRS

Court Case on Treatment of Payments to Shareholders Resolved in Favor of IRS

Marcum Foundation is National St. Jude Walk/Run Sponsor to Help Fight Childhood Cancer

Marcum Foundation is National St. Jude Walk/Run Sponsor to Help Fight Childhood Cancer

Historic IRS Delays Impacting Taxpayers

Historic IRS Delays Impacting Taxpayers

Mid-Market CEOs Optimistic but Concerned About Inflation, Finds Marcum-Hofstra Survey

Mid-Market CEOs Optimistic but Concerned About Inflation, Finds Marcum-Hofstra Survey

Restaurant Return-to-Work Tax Credit Program for New York Businesses

Restaurant Return-to-Work Tax Credit Program for New York Businesses

IRS Allows PPP Deduction Fix

IRS Allows PPP Deduction Fix

Income Tax Proposals in the American Families Plan

Income Tax Proposals in the American Families Plan

Marcum LLP Receives Eight Top 20 Rankings in Vault Accounting Survey

Marcum LLP Receives Eight Top 20 Rankings in Vault Accounting Survey

Restaurant Revitalization Fund Grant Program is Open

Restaurant Revitalization Fund Grant Program is Open

Middle-Market CEOs See Remote Workforce as Permanent Change, Finds Marcum-Hofstra Survey

Middle-Market CEOs See Remote Workforce as Permanent Change, Finds Marcum-Hofstra Survey

New Restaurant Revitalization Program Application Process

New Restaurant Revitalization Program Application Process

Paycheck Protection Program Extended to May 31

Paycheck Protection Program Extended to May 31

Restaurant Revitalization Program

Restaurant Revitalization Program

IRS Extends Tax Return Deadline

IRS Extends Tax Return Deadline

President Signs the American Rescue Plan

President Signs the American Rescue Plan

Transfer Pricing in Food & Beverage Multinationals

Transfer Pricing in Food & Beverage Multinationals

Ransomware a Pain in the Derrière for the Food & Beverage Industry

Ransomware a Pain in the Derrière for the Food & Beverage Industry

Employee Retention Tax Credit (ERTC) for Breweries and Other Small Businesses

Employee Retention Tax Credit (ERTC) for Breweries and Other Small Businesses

Health and Wellness in a COVID World

Health and Wellness in a COVID World

Federal Stimulus Package Key to Recovery, CEOs say in Marcum-Hofstra Poll

February 11, 2021

Federal Stimulus Package Key to Recovery, CEOs say in Marcum-Hofstra Poll

President Biden’s COVID-19 American Rescue Plan

February 2, 2021

President Biden’s COVID-19 American Rescue Plan

IRS Tax Season Officially Begins February 12, 2021

January 21, 2021

IRS Tax Season Officially Begins February 12, 2021

CEOs Want Economic Stimulus Program from Biden Administration, Finds Latest Marcum-Hofstra CEO Survey

November 30, 2020

CEOs Want Economic Stimulus Program from Biden Administration, Finds Latest Marcum-Hofstra CEO Survey

2020 Marcum Year-End Tax Guide Reviews Impacts of COVID and Planning Strategies for 2021

November 19, 2020

2020 Marcum Year-End Tax Guide Reviews Impacts of COVID and Planning Strategies for 2021

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