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    Year-End Tax Guide

    The 2023 Marcum Year-End Tax Guide provides an overview of many of the issues affecting tax strategy and planning for individuals and businesses in 2023 and 2024.

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    December 1, 2023

    Tax-pats

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Beyond the Numbers

Roundup of business and tax planning ideas.

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Private Client Services
Discretion vs. Disclosure: The Burden of Family Legacy Confronts the Corporate Transparency Act
November 13, 2023

Discretion vs. Disclosure: The Burden of Family Legacy Confronts the Corporate Transparency Act

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Tax Advisory Services
Avoiding Pitfalls: Tax Due Diligence for Partnership Buyers
November 13, 2023

Avoiding Pitfalls: Tax Due Diligence for Partnership Buyers

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Not-for-Profit Companies Need to Consider Sales Tax
November 13, 2023

Not-for-Profit Companies Need to Consider Sales Tax

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Transfer Pricing Spotlight: Cryptocurrency
November 13, 2023

Transfer Pricing Spotlight: Cryptocurrency

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Tax & Business
New Tax Rules and the Digital IRS: A Blueprint for Small Business Owners
August 10, 2023

New Tax Rules and the Digital IRS: A Blueprint for Small Business Owners

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Tax & Business
Your Favorite Hobby Doesn’t Get Favorable Tax Treatment
August 10, 2023

Your Favorite Hobby Doesn’t Get Favorable Tax Treatment

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State & Local Tax
The Post-Wayfair Landscape: How States are Reshaping Income and Sales Tax Laws
August 9, 2023

The Post-Wayfair Landscape: How States are Reshaping Income and Sales Tax Laws

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Succession Planning Secrets: How to Ensure Your Family’s Future without the HBO Show Chaos
May 12, 2023

Succession Planning Secrets: How to Ensure Your Family’s Future without the HBO Show Chaos

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Tax Credits & Incentives
The Inflation Reduction Act Sparks Green Revolution in Real Estate Development with Billions in Tax Breaks
May 12, 2023

The Inflation Reduction Act Sparks Green Revolution in Real Estate Development with Billions in Tax Breaks

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Tax Transaction Services
Tax Considerations in Middle Market Transactions
May 12, 2023

Tax Considerations in Middle Market Transactions

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State & Local Tax
Seller’s Beware: State Income Tax Implications on Gains from Sales of Partnership Interests
May 12, 2023

Seller’s Beware: State Income Tax Implications on Gains from Sales of Partnership Interests

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Unclaimed Property
Unclaimed Property: Self-Audit Notices on the Rise
May 12, 2023

Unclaimed Property: Self-Audit Notices on the Rise

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International Tax
Estate Tax Traps: What Non-Residents Need to Know Before Engaging in US Share Transfers
May 12, 2023

Estate Tax Traps: What Non-Residents Need to Know Before Engaging in US Share Transfers

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International Tax
Global Tax Revolution: Unraveling the Impact of Country-by-Country Reporting and OECD’s Pillar Two Rules
May 12, 2023

Global Tax Revolution: Unraveling the Impact of Country-by-Country Reporting and OECD’s Pillar Two Rules

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Tax Credits & Incentives
The Inflation Reduction Act May Be Worth a Drive
February 15, 2023

The Inflation Reduction Act May Be Worth a Drive

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Tax Credits & Incentives
Leveraging the Prevailing Wage and Apprenticeship Requirements  of the Inflation Reduction Act
February 15, 2023

Leveraging the Prevailing Wage and Apprenticeship Requirements of the Inflation Reduction Act

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