When it comes to preserving your wealth and protecting your family’s future, planning is crucial. But what if you or your family does not fit the traditional definitions and assumptions underlying our country’s tax and estate planning laws?

Heterosexual or LGBT, married or unmarried, with or without children, now more than ever it is imperative to work with experts and specialists experienced in navigating the complex, hyper-local and shifting tax landscape for the modern family in America.

In 2012, Marcum became the first national accounting firm to establish a tax and estate planning practice dedicated to the complex rules faced by people who don’t fit traditional definitions. Today, Marcum is the thought leader in the specialty area of tax compliance and consulting services for high net worth modern families, same-sex couples and LGBT individuals.

Our experts have more than 20 years of experience addressing the specialized needs of modern families and individuals, state-by-state and around the country. Our forward-thinking professionals grasp the subtleties and differences in these rules and have the knowledge and skills to help economically mitigate the differences for clients in need.

This is an up-to-the minute world of new laws and regulations; for better and worse, it demands vigilance and technical excellence. Knowing the variables, state-to-state, is essential.

Whether you are in a community property state or not, Marcum’s Modern Family & LGBT tax and estate planning experts can help you plan. Whether you have complex deductibility issues because of medical expenses, adoption expenses, or legal expenses, we’re prepared. Or perhaps there are income issues pertaining to retirement, capital loss allocation, or other concerns. If your modern family includes children from prior marriages, estate planning is critical whether you are married or unmarried. The American “nuclear family” is no longer the norm, and good planning is essential to protect your family’s financial future and ensure the disposition of your assets according to your wishes. Whatever the scenario, the national Modern Family & LGBT Services Practice group at Marcum has the experience and skills to work through the issues you are facing and to help you find the most advantageous solutions.

Tax Planning & Compliance Services

  • Individuals.
  • Trusts.
  • Estates.
  • Family partnerships.
  • Small business corporations.
  • IRS and state audit representation.
  • Limited liability corporations.

Family Office Services

  • Family office services in an a la carte environment.
  • Bill paying.
  • Investment monitoring.
  • Real property financial management.
  • Investment monitoring/financial reporting.
  • Medical reimbursement and advocacy.
  • Risk management and insurance review.

Business, Assurance & Consulting Services

  • Audit/review/compilation.
  • Public or private companies.
  • Organizational structure review.
  • Income allocation planning.
  • Succession planning.
  • Back office operational assistance.
  • Forensic services and valuation.

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Contacts

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Janis L. Cowhey

Janis L. Cowhey

Partner

  • Tax & Business
  • New York, NY
David  Appel

David Appel

Partner

  • Tax & Business
  • Miami, FL
Robert L. Babek

Robert L. Babek

Office Managing Partner

  • Tax & Business
  • Los Angeles, CA
Ronald  Finkelstein

Ronald Finkelstein

Partner

  • Tax & Business
  • Melville, NY
David  Glusman

David Glusman

Partner

  • Advisory
  • Philadelphia, PA
Lisa  Hanlon

Lisa Hanlon

Office Managing Partner

  • Tax & Business
  • Deerfield, IL
Kim  Lamplough

Kim Lamplough

Partner

  • Assurance
  • Fort Lauderdale, FL
Michele  Lipson

Michele Lipson

Partner

  • Tax & Business
  • Miami, FL
Nanette Lee  Miller

Nanette Lee Miller

Partner

  • Assurance
  • San Francisco, CA
Michael T. Ung

Michael T. Ung

Director

  • Assurance
  • San Francisco, CA