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Financial Industry

Marcum has the resources of a global organization through its various offices and affiliations, without the corresponding costs of the "Big Four." The Financial Industry Services team keeps our clients up-to-date on the latest planning opportunities by continuously providing innovative, efficient ideas. Through careful analysis and years of experience, our trusted team introduces and integrates tax savings strategies specifically designed for each organization. Marcum's focus is on optimizing tax efficiency while ensuring compliance.

Services Include:

Tax Efficiencies Analysis

  • Tax reduction strategies
  • Thrift compliance testing
  • Bench marking against competitors
  • Strategic restructuring based on lines of business and geography

Insurance Services

  • Captive insurance- formation and audit
  • Health benefit plan review
  • Life insurance, long and short term disability
  • Claims administration

State and Local Taxes (SALT)

  • Apportionment planning
  • Nexus planning
  • Audit defense, tax controversy and dispute resolution
  • Voluntary disclosure negotiations
  • Unclaimed property (ESCHEAT)
  • Sales and use tax

Executive Tax and Planning Services

  • Tax return preparation
  • Personal income tax planning
  • Estate and gift tax planning
  • Estate and trust administration
  • Compensation planning for stock options, supplemental retirement plans, deferred arrangements, and the IRC Section 83(b) elections
  • Retirement and transition planning

Value-Added Services

  • Technical professional computer network and physical security assessment
  • CCTV security cameras for ATMs, access control, cyber insurance security audits, system assessments, integration, planning design
  • Valuation/Cost segregation services
  • Litigation support
  • Due diligence
  • Mergers and acquisitions planning
  • Purchase price allocation
  • Strategic relocation and expansion service

Compensation and Benefits Plan

  • Golden parachute analysis
  • Review of qualified and unqualified plans
  • Supplemental executive retirement plans
  • Incentive stock options and alternatives
  • Audit of benefits plan
  • Form 5500 filings and audit
  • Flexible spending and other fringe benefits
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