- Do you have enough to retire?
- Is your portfolio tax efficient?
- How seamless will you transfer your wealth?
- Are you maximizing Social Security/Medicare benefits?
- Are you protected from the unexpected?
- Will your assets outlive you?
Marcum's Financial Wealth group is focused on your total financial wellness.
Whereas a tax accountant offers tax return preparation and planning and a financial advisor reviews retirement and financial planning, our professionals work together to unlock strategies aimed at enhancing your financial well-being. Our tax, financial planning, and legal expertise cater to your specific needs and incorporate a combination of integrated services, strategies and planning techniques to provide you with optimal guidance and consultation, monitoring and oversight.
This "one-stop" approach allows the advisors from each discipline to work together, resulting in more expedient and beneficial consultation. We aim to move beyond tax preparation and portfolio management to become the planner, advice giver, problem solver and intellectual capital warehouse.
At each level, clients are provided with both the initial analysis and strategy creation and ongoing monitoring and progress reporting packages that are combined to provide clients with ongoing, intrinsic insight into their financial roadmap.
Our Services
- Tax planning & strategy.
- Wealth tracking.
- Retirement planning.
- Performance overview.
- Education and major expense planning.
- Estate planning.
- Cash flow and debt management.
Personalized Options
- Life stage.
- Demographics.
- Type of returns.
- Net worth.
The Marcum Personal Financial Management Process
M
MISSION
Defining a concise statement of your personal goals.
A
ADVICE
Developing strategies to guide prudent actions for the future.
R
RELATIONSHIPS
Understanding how your personal connections affect your goals.
C
CUSTOMIZED
Modifying the plan to suit your particular needs.
U
UNIFIED
Joining together all aspects of your financial, tax and legal plans.
M
MANAGEMENT
Controlling and monitoring the outcome of your plan.
Your Personalized Financial Management Options
INITIAL
RECURRING
(available with Raymond James accounts only)
Fees will vary based on the exact services that are part of a customized engagement.
The personalized options are examples and the exact services may vary by client and are subject to change without notice
THE RAYMOND JAMES ADVANTAGE *
The decision to hire a professional financial team should take into account the quality and professionalism of the firm that stands behind them. In choosing to do business with our team, you are also doing business with Raymond James.
Our team utilizes the extensive resources of Raymond James to effectively meet the needs of our clients. This approach allows us to provide a wide range of solutions by leveraging the expertise of Raymond James professionals.
* Securities are offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC. Marcum Financial Services LLC is independent of Raymond James Financial Services.
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July 08, 2019
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June 24, 2019
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April 13, 2019
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April 10, 2019
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NBC Connecticut interviewed Tax Partner Michael Maksymiw, Jr. for a story about options available to taxpayers who haven't yet filed their 2018 tax returns.
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April 10, 2019
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April 09, 2019
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April 05, 2019
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CBS Evening News featured National Tax Leader Joseph Perry discussing the complexities of the 2018 tax filing season.
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March 06, 2019
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CNBC interviewed Tax Partner Robert Spielman about last-minute tax strategies for 2018.
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March 04, 2019
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February 18, 2019
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February 13, 2019
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February 13, 2019
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February 05, 2019
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February 01, 2019
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Beyond The Numbers - January 2019
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January 03, 2019
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December 29, 2018
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December 17, 2018
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December 17, 2018
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December 03, 2018
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November 07, 2018
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October 21, 2018
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September 17, 2018
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August 30, 2018
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August 06, 2018
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July 27, 2018
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July 19, 2018
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June 25, 2018
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June 25, 2018
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June 04, 2018
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May 16, 2018
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May 15, 2018
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Bloomberg News quoted Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services Edward Reitmeyer in a story about the growth of dynasty trusts under the new tax law.
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April 26, 2018
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April 23, 2018
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Tribune News Service asked Trusts & Estates Partner Janis Cowhey for advice in an article about the importance of planning ahead for assets that will later be inherited by a child.
Sometimes even families present only enough facts so that it looks like a no-brainer, but you have to consider everyone else's tax implications.
April 15, 2018
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A Connecticut Post columnist urged readers to attend a panel featuring Greenwich Office Managing Partner John Mezzanotte discussing changes for high net worth taxpayers under the new tax law.
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April 12, 2018
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CNBC spoke with national Tax Leader Joseph Perry about how to mine your 2017 tax return for savings opportunities in 2018.
This spring, don't just stuff your completed tax return into a drawer. Go through it for savings opportunities you can seize right now.
March 21, 2018
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March 19, 2018
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Long Island Business News interviewed Tax Leader Joseph Perry for an article about the new tax treatment of stock options granted to executive employees earning more than $1 million.
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March 13, 2018
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Inc. magazine quoted Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services Ed Reitmeyer in an article about errors in the new federal tax law that could cost taxpayers big money.
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March 02, 2018
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February 27, 2018
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After the Tax Cuts and Jobs Act was passed, concerns were raised to the Financial Accounting Standards Board regarding implementation of certain provisions of the ....
February 26, 2018
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February 23, 2018
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The New York Times quoted national Tax Leader Joseph Perry in an article discussing the complexities and confusion created by the Tax Cuts & Jobs Act, and the likely battles yet to come in Congress.
Never mind that once in a generation tax bill that just passed last year. Congress is headed for years more of big fights over taxes, ....
February 21, 2018
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February 16, 2018
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Long Island Business News wrote about the advice Marcum panelists gave to businesses considering restructuring as C-corps, during the Firm's recent tax reform seminar in Melville.
Much of the Marcum seminar focused on the taxation differences between C‐corps and pass‐through entities, which include partnerships, S‐corporations, limited liability companies and sole proprietorships.
February 15, 2018
Tax Flash - International Taxation
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On January 12, 2018, the Large Business and International Division of the Internal Revenue Service issued five directives which provide instructions on how IRS agents ....
February 13, 2018
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February 12, 2018
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The Hartford Business Journal quoted Connecticut Tax Partner-in-Charge Brett McGrath, in an article about the impacts of the Tax Cuts & Jobs Act of 2017.
More than 30 years after digesting the last major federal tax overhaul, Connecticut accountants and legal advisers working to interpret the latest changes to the ....
February 09, 2018
As Seen In
CNBC quoted Tax Principal Michael D'Addio in an article about adjusting paycheck withholdings to comply with the new tax rates for individuals.
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February 05, 2018
As Seen In
Bloomberg News quoted Ed Reitmeyer, Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services, in an article about tax strategies for owners of pass-through businesses under the new tax law.
If exploiting a tax loophole is as much an art as a science, then the tax planning profession is poised for a creative renaissance. The ....
January 30, 2018
As Seen In
Fox Business spoke with Tax Principal Michael D'Addio about the need to adjust paycheck withholdings under the new tax law.
As employees begin to receive their updated paychecks based on the new tax code changes, many are seeing incorrect withholding amounts, which could lead to ....
January 30, 2018
As Seen In
Long Island Business News reported on the Marcum tax panel the publication's editor is co-moderating with Melville Office Managing Partner Carolyn Mazzenga.
Long Island Business News Editor Joe Dowd and Marcum Melville Office Managing Partner Carolyn Mazzenga are set to moderate a series of panel discussions tonight ....
January 30, 2018
As Seen In
Bloomberg’s Talking Tax podcast invited Tax Principal Michael D’Addio onto the show for a discussion about whether the new tax law will drive pass-through entities to convert to C-Corporation status.
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January 29, 2018
As Seen In
Long Island Business News quoted State & Local Tax Leader Paul Graney in an article about options New York State is considering to counter the regional tax impact of the federal Tax Cuts & Jobs Act.
Facing new federal rules that limit state and local tax deductions, New York and California are considering options to give their residents a big federal ....
January 29, 2018
As Seen In
CFO.com published an article by Tax Leader Joseph Perry and Tax Principal Michael D'Addio, discussing the pros and cons of C-corporation v. pass-through entity status under the new tax law.
A 21% income tax rate might sound appetizing to some pass-through entities, but C-corporation status doesn't suit every organization.
January 24, 2018
As Seen In
Associated Press quoted Tax Principal Michael D'Addio in an article about how small businesses are capitalizing on the new tax law.
Although there are still many unknowns about the tax law that took effect Jan. 1, some small business owners have already figured out that they ....
January 19, 2018
Tax Flash - State & Local Taxation
U.S. Supreme Court Will Hear South Dakota's Sales Tax Case
On January 12, 2018, the United States Supreme Court decided that it will hear a South Dakota case (State of South Dakota v. Wayfair Inc., ....
November 19, 2017
As Seen In
Newsday cited an analysis of President Trump's leaked tax return by New York Tax Partner-in-Charge Maury Cartine for NBC News.
The Joint Committee on Taxation, Congress' official nonpartisan budget analysts, reported that a pending Senate bill would give large tax cuts to millionaires while raising ....
Contacts
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The Marcum Tax Guide is a reference to be used when you need a quick refresher on certain tax aspects.
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.
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