Financial Services | Marcum LLP | Accountants and Advisors

At Marcum, we pride ourselves on being the path to the shortest distance between our clients’ questions and the right answers.

The Marcum Financial Services Group is designed to deliver an array of experience that covers the entirety of industry specific demands by leveraging the collective experience of our partners and leadership. Whether your needs are related to hedge funds, private equity funds, funds-of-funds, broker dealers, registered investment advisors, banks and financial institutions or the insurance industry, we have you covered.

Industries We Serve

Alternative Investments

Marcum’s highly-respected team of professionals can help you meet the challenges of starting or managing your fund.

Broker-Dealer

The constantly changing regulatory environment has created challenges to broker-dealers in their desire to remain compliant with the various organizations that govern them.

Insurance

Marcum’s Insurance Industry Group provides a wide range of services to both regional carriers and large insurance groups.

Financial Institutions

Our professionals are from various fields of auditing, tax, IT and consulting and have experience in the financial institution industry.

Advisory Director John Heller spoke with the Sun Sentinel for a story about banks seeking to reassure depositors their accounts remain safe.

Advisory Director John Heller spoke with the Sun Sentinel for a story about banks seeking to reassure depositors their accounts remain safe.

Countdown to Adoption of ASC 842: Leases for Private Companies

November 9, 2022

Countdown to Adoption of ASC 842: Leases for Private Companies

CECL Implementation is Here: What it Means for Financial Institutions

CECL Implementation is Here: What it Means for Financial Institutions

Economic Injury Disaster Loan (EIDL) – Application Deadline Approaching

December 20, 2021

Economic Injury Disaster Loan (EIDL) – Application Deadline Approaching

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

Cryptocurrency: A Growing and Potentially Hidden Giant

September 24, 2021

Cryptocurrency: A Growing and Potentially Hidden Giant

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

Federal Reserve Releases CECL SCALE Model

August 17, 2021

Federal Reserve Releases CECL SCALE Model

SBA Opens Paycheck Protection Program Direct Forgiveness Portal

August 12, 2021

SBA Opens Paycheck Protection Program Direct Forgiveness Portal

Request for Information on Use of Artificial Intelligence Extended

Request for Information on Use of Artificial Intelligence Extended

Biden Administration Releases Green Book on FY 2022 Tax Proposals

Biden Administration Releases Green Book on FY 2022 Tax Proposals

Transitioning into Current Expected Credit Loss (CECL)

Transitioning into Current Expected Credit Loss (CECL)

2023 Year-End Forum

December 6, 2023

2023 Year-End Forum

Fort Lauderdale, FL

2023 Nashville Year-End Tax Forum

December 12, 2023

2023 Nashville Year-End Tax Forum

Nashville, TN

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