Insurance | Marcum LLP | Accountants and Advisors

<!DOCTYPE html> <html class="no-js" lang="en"> <head> <meta name="google-site-verification" content="QKVrMBRvAJ4o9tEpLetWU9Pv5W0zqi-ZrjKAyYxTdBU" />  <script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src= 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); })(window,document,'script','dataLayer','GTM-PLCJXCD');</script>  <meta charset="utf-8"> <meta http-equiv="x-ua-compatible" content="ie=edge"> <meta name="viewport" content="width=device-width,initial-scale=1.0,minimum-scale=1.0" /> <meta name='robots' content='index, follow, max-image-preview:large, max-snippet:-1, max-video-preview:-1' />  <meta property="og:locale" content="en_US" /> <meta property="og:type" content="article" /> <meta property="og:title" content="Insurance" /> <meta property="og:description" content="Marcum’s Insurance Industry Group provides a wide range of services to both regional carriers and large insurance groups." /> <meta property="og:url" content="https://www.marcumllp.com/industries/insurance" /> <meta property="og:site_name" content="Marcum LLP" /> <meta property="og:updated_time" content="2024-07-10T15:35:45+00:00" /> <meta property="article:published_time" content="2019-08-08T19:05:12+00:00" /> <meta property="article:modified_time" content="2024-07-10T15:35:45+00:00" /> <meta name="twitter:card" content="summary_large_image" /> <meta name="twitter:title" content="Insurance" /> <meta name="twitter:description" content="Marcum’s Insurance Industry Group provides a wide range of services to both regional carriers and large insurance groups." /> <meta property="og:image" content="https://www.marcumllp.com/wp-content/uploads/industry-insurance-banner.jpg" /> <meta name="twitter:image" content="https://www.marcumllp.com/wp-content/uploads/industry-insurance-banner.jpg" /> <meta property="og:image:width" content="1600" /> <meta property="og:image:height" content="650" />   <title>Insurance | Marcum LLP | Accountants and Advisors</title> <meta name="description" content="Marcum’s Insurance Industry Group provides a wide range of services to both regional carriers and large insurance groups." /> <link rel="canonical" href="https://www.marcumllp.com/industries/insurance" /> <meta name="twitter:label1" content="Est. reading time" /> <meta name="twitter:data1" content="4 minutes" /> <script type="application/ld+json" class="yoast-schema-graph">{"@context":"https://schema.org","@graph":[{"@type":["WebPage","ItemPage"],"@id":"https://www.marcumllp.com/industries/insurance","url":"https://www.marcumllp.com/industries/insurance","name":"Insurance | Marcum LLP | Accountants and Advisors","isPartOf":{"@id":"https://www.marcumllp.com/#website"},"datePublished":"2019-08-08T19:05:12+00:00","dateModified":"2024-07-10T19:35:45+00:00","description":"Marcum’s Insurance Industry Group provides a wide range of services to both regional carriers and large insurance groups.","breadcrumb":{"@id":"https://www.marcumllp.com/industries/insurance#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https://www.marcumllp.com/industries/insurance"]}]},{"@type":"BreadcrumbList","@id":"https://www.marcumllp.com/industries/insurance#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://www.marcumllp.com/"},{"@type":"ListItem","position":2,"name":"Insurance"}]},{"@type":"WebSite","@id":"https://www.marcumllp.com/#website","url":"https://www.marcumllp.com/","name":"Marcum LLP","description":"","publisher":{"@id":"https://www.marcumllp.com/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://www.marcumllp.com/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https://www.marcumllp.com/#organization","name":"Marcum LLP","url":"https://www.marcumllp.com/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https://www.marcumllp.com/#/schema/logo/image/","url":"https://www.marcumllp.com/wp-content/uploads/marcum-llp-logo.png","contentUrl":"https://www.marcumllp.com/wp-content/uploads/marcum-llp-logo.png","width":344,"height":88,"caption":"Marcum LLP"},"image":{"@id":"https://www.marcumllp.com/#/schema/logo/image/"},"sameAs":["https://www.facebook.com/MarcumLLP","https://x.com/MarcumLLP","https://www.instagram.com/MarcumLLP/","https://www.linkedin.com/company/marcum-llp/","https://www.youtube.com/user/MarcumLLP"]}]}</script>  <link rel='dns-prefetch' href='//ajax.googleapis.com' /> <link rel='dns-prefetch' href='//fonts.googleapis.com' /> <style id='classic-theme-styles-inline-css' type='text/css'> /** * These rules are needed for backwards compatibility. * They should match the button element rules in the base theme.json file. */ .wp-block-button__link { color: #ffffff; background-color: #32373c; border-radius: 9999px; /* 100% causes an oval, but any explicit but really high value retains the pill shape. */ /* This needs a low specificity so it won't override the rules from the button element if defined in theme.json. */ box-shadow: none; text-decoration: none; /* The extra 2px are added to size solids the same as the outline versions.*/ padding: calc(0.667em + 2px) calc(1.333em + 2px); font-size: 1.125em; } .wp-block-file__button { background: #32373c; color: #ffffff; text-decoration: none; } </style> <style id='global-styles-inline-css' type='text/css'> :root{--wp--preset--aspect-ratio--square: 1;--wp--preset--aspect-ratio--4-3: 4/3;--wp--preset--aspect-ratio--3-4: 3/4;--wp--preset--aspect-ratio--3-2: 3/2;--wp--preset--aspect-ratio--2-3: 2/3;--wp--preset--aspect-ratio--16-9: 16/9;--wp--preset--aspect-ratio--9-16: 9/16;--wp--preset--color--black: #000000;--wp--preset--color--cyan-bluish-gray: #abb8c3;--wp--preset--color--white: #ffffff;--wp--preset--color--pale-pink: #f78da7;--wp--preset--color--vivid-red: #cf2e2e;--wp--preset--color--luminous-vivid-orange: #ff6900;--wp--preset--color--luminous-vivid-amber: #fcb900;--wp--preset--color--light-green-cyan: #7bdcb5;--wp--preset--color--vivid-green-cyan: #00d084;--wp--preset--color--pale-cyan-blue: #8ed1fc;--wp--preset--color--vivid-cyan-blue: #0693e3;--wp--preset--color--vivid-purple: #9b51e0;--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple: linear-gradient(135deg,rgba(6,147,227,1) 0%,rgb(155,81,224) 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan: linear-gradient(135deg,rgb(122,220,180) 0%,rgb(0,208,130) 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange: linear-gradient(135deg,rgba(252,185,0,1) 0%,rgba(255,105,0,1) 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red: linear-gradient(135deg,rgba(255,105,0,1) 0%,rgb(207,46,46) 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray: linear-gradient(135deg,rgb(238,238,238) 0%,rgb(169,184,195) 100%);--wp--preset--gradient--cool-to-warm-spectrum: linear-gradient(135deg,rgb(74,234,220) 0%,rgb(151,120,209) 20%,rgb(207,42,186) 40%,rgb(238,44,130) 60%,rgb(251,105,98) 80%,rgb(254,248,76) 100%);--wp--preset--gradient--blush-light-purple: linear-gradient(135deg,rgb(255,206,236) 0%,rgb(152,150,240) 100%);--wp--preset--gradient--blush-bordeaux: linear-gradient(135deg,rgb(254,205,165) 0%,rgb(254,45,45) 50%,rgb(107,0,62) 100%);--wp--preset--gradient--luminous-dusk: linear-gradient(135deg,rgb(255,203,112) 0%,rgb(199,81,192) 50%,rgb(65,88,208) 100%);--wp--preset--gradient--pale-ocean: linear-gradient(135deg,rgb(255,245,203) 0%,rgb(182,227,212) 50%,rgb(51,167,181) 100%);--wp--preset--gradient--electric-grass: linear-gradient(135deg,rgb(202,248,128) 0%,rgb(113,206,126) 100%);--wp--preset--gradient--midnight: linear-gradient(135deg,rgb(2,3,129) 0%,rgb(40,116,252) 100%);--wp--preset--font-size--small: 13px;--wp--preset--font-size--medium: 20px;--wp--preset--font-size--large: 36px;--wp--preset--font-size--x-large: 42px;--wp--preset--spacing--20: 0.44rem;--wp--preset--spacing--30: 0.67rem;--wp--preset--spacing--40: 1rem;--wp--preset--spacing--50: 1.5rem;--wp--preset--spacing--60: 2.25rem;--wp--preset--spacing--70: 3.38rem;--wp--preset--spacing--80: 5.06rem;--wp--preset--shadow--natural: 6px 6px 9px rgba(0, 0, 0, 0.2);--wp--preset--shadow--deep: 12px 12px 50px rgba(0, 0, 0, 0.4);--wp--preset--shadow--sharp: 6px 6px 0px rgba(0, 0, 0, 0.2);--wp--preset--shadow--outlined: 6px 6px 0px -3px rgba(255, 255, 255, 1), 6px 6px rgba(0, 0, 0, 1);--wp--preset--shadow--crisp: 6px 6px 0px rgba(0, 0, 0, 1);}:where(.is-layout-flex){gap: 0.5em;}:where(.is-layout-grid){gap: 0.5em;}body .is-layout-flex{display: flex;}.is-layout-flex{flex-wrap: wrap;align-items: center;}.is-layout-flex > :is(*, div){margin: 0;}body .is-layout-grid{display: grid;}.is-layout-grid > :is(*, div){margin: 0;}:where(.wp-block-columns.is-layout-flex){gap: 2em;}:where(.wp-block-columns.is-layout-grid){gap: 2em;}:where(.wp-block-post-template.is-layout-flex){gap: 1.25em;}:where(.wp-block-post-template.is-layout-grid){gap: 1.25em;}.has-black-color{color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color: var(--wp--preset--color--white) !important;}.has-pale-pink-color{color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-color{color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-color{color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-color{color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-color{color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-color{color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-color{color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-color{color: var(--wp--preset--color--vivid-purple) !important;}.has-black-background-color{background-color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-background-color{background-color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-background-color{background-color: var(--wp--preset--color--white) !important;}.has-pale-pink-background-color{background-color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-background-color{background-color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-background-color{background-color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-background-color{background-color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-background-color{background-color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-background-color{background-color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-background-color{background-color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-background-color{background-color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-background-color{background-color: var(--wp--preset--color--vivid-purple) !important;}.has-black-border-color{border-color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-border-color{border-color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-border-color{border-color: var(--wp--preset--color--white) !important;}.has-pale-pink-border-color{border-color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-border-color{border-color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-border-color{border-color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-border-color{border-color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-border-color{border-color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-border-color{border-color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-border-color{border-color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-border-color{border-color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-border-color{border-color: var(--wp--preset--color--vivid-purple) !important;}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background: var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important;}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background: var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important;}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background: var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important;}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background: var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important;}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background: var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important;}.has-cool-to-warm-spectrum-gradient-background{background: var(--wp--preset--gradient--cool-to-warm-spectrum) !important;}.has-blush-light-purple-gradient-background{background: var(--wp--preset--gradient--blush-light-purple) !important;}.has-blush-bordeaux-gradient-background{background: var(--wp--preset--gradient--blush-bordeaux) !important;}.has-luminous-dusk-gradient-background{background: var(--wp--preset--gradient--luminous-dusk) !important;}.has-pale-ocean-gradient-background{background: var(--wp--preset--gradient--pale-ocean) !important;}.has-electric-grass-gradient-background{background: var(--wp--preset--gradient--electric-grass) !important;}.has-midnight-gradient-background{background: var(--wp--preset--gradient--midnight) !important;}.has-small-font-size{font-size: var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size: var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size: var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size: var(--wp--preset--font-size--x-large) !important;} :where(.wp-block-post-template.is-layout-flex){gap: 1.25em;}:where(.wp-block-post-template.is-layout-grid){gap: 1.25em;} :where(.wp-block-columns.is-layout-flex){gap: 2em;}:where(.wp-block-columns.is-layout-grid){gap: 2em;} :root :where(.wp-block-pullquote){font-size: 1.5em;line-height: 1.6;} </style> <link rel='stylesheet' id='dpsp-frontend-style-pro-css' href='https://www.marcumllp.com/wp-content/plugins/social-pug/assets/dist/style-frontend-pro.css?ver=2.20.0' type='text/css' media='all' /> <style id='dpsp-frontend-style-pro-inline-css' type='text/css'> @media screen and ( max-width : 720px ) { .dpsp-content-wrapper.dpsp-hide-on-mobile, .dpsp-share-text.dpsp-hide-on-mobile, .dpsp-content-wrapper .dpsp-network-label { display: none; } .dpsp-has-spacing .dpsp-networks-btns-wrapper li { margin:0 2% 10px 0; } .dpsp-network-btn.dpsp-has-label:not(.dpsp-has-count) { max-height: 40px; padding: 0; justify-content: center; } .dpsp-content-wrapper.dpsp-size-small .dpsp-network-btn.dpsp-has-label:not(.dpsp-has-count){ max-height: 32px; } .dpsp-content-wrapper.dpsp-size-large .dpsp-network-btn.dpsp-has-label:not(.dpsp-has-count){ max-height: 46px; } } .dpsp-button-style-8 .dpsp-networks-btns-content.dpsp-networks-btns-wrapper .dpsp-network-btn:not(:hover):not(:active) { --customNetworkColor: #0099a9; --customNetworkHoverColor: #a7a9ac; color: #0099a9; } .dpsp-button-style-8 .dpsp-networks-btns-content.dpsp-networks-btns-wrapper .dpsp-network-btn .dpsp-network-icon .dpsp-network-icon-inner > svg { fill: #0099a9; } .dpsp-button-style-8 .dpsp-networks-btns-content.dpsp-networks-btns-wrapper .dpsp-network-btn:hover, .dpsp-button-style-8 .dpsp-networks-btns-content.dpsp-networks-btns-wrapper .dpsp-network-btn:focus { color: #a7a9ac; } .dpsp-button-style-8 .dpsp-networks-btns-content.dpsp-networks-btns-wrapper .dpsp-network-btn:focus .dpsp-network-icon svg, .dpsp-button-style-8 .dpsp-networks-btns-content.dpsp-networks-btns-wrapper .dpsp-network-btn:hover .dpsp-network-icon .dpsp-network-icon-inner > svg { fill: #a7a9ac; } .dpsp-networks-btns-wrapper.dpsp-networks-btns-content .dpsp-network-btn {--networkHover: rgba(167, 169, 172, 0.4); --networkAccent: rgba(167, 169, 172, 1);} </style> <link rel='stylesheet' id='google_fonts-css' href='https://fonts.googleapis.com/css?family=Barlow%3A500%7CRoboto%3A400%2C400i%2C500%2C700&display=swap&ver=6.6.1' type='text/css' media='all' /> <link rel='stylesheet' id='screen-css' href='https://www.marcumllp.com/wp-content/themes/marcum/style.css?ver=0424238456' type='text/css' media='screen' /> <link rel='stylesheet' id='screen-custom-css' href='https://www.marcumllp.com/wp-content/themes/marcum/assets/css/marcum-custom-styles.css?ver=0424238456' type='text/css' media='screen' /> <link rel='stylesheet' id='print-css' href='https://www.marcumllp.com/wp-content/themes/marcum/assets/css/print.css?ver=0424238456' type='text/css' media='print' /> <script type="text/javascript" src="https://ajax.googleapis.com/ajax/libs/jquery/3.4.1/jquery.min.js" id="jquery-js"></script> <link rel="alternate" title="oEmbed (JSON)" type="application/json+oembed" href="https://www.marcumllp.com/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fwww.marcumllp.com%2Findustries%2Finsurance" /> <link rel="alternate" title="oEmbed (XML)" type="text/xml+oembed" href="https://www.marcumllp.com/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fwww.marcumllp.com%2Findustries%2Finsurance&format=xml" /> <meta name="hubbub-info" description="Hubbub Pro 2.20.0"><link rel="icon" href="https://www.marcumllp.com/wp-content/uploads/cropped-favicon-1-1-150x150.png" sizes="32x32" /> <link rel="icon" href="https://www.marcumllp.com/wp-content/uploads/cropped-favicon-1-1-300x188.png" sizes="192x192" /> <link rel="apple-touch-icon" href="https://www.marcumllp.com/wp-content/uploads/cropped-favicon-1-1-300x188.png" /> <meta name="msapplication-TileImage" content="https://www.marcumllp.com/wp-content/uploads/cropped-favicon-1-1-300x188.png" /> </head> <body class="">  <noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-PLCJXCD" height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>  <div class="root announcement-active">  <div class="ada-banner"> <a class="skip-main" href="#main">Skip to main content</a> </div>   <div class="announcement-banner js-announcement-banner"> <div class="row column"> <p class="announcement-banner__label"> Marcum is now a part of CBIZ <a href="https://www2.cbiz.com/stronger-together?utm_source=marcum&utm_medium=direct&utm_campaign=splash_page&utm_term=1112024" target="_blank">Learn More</a> </p> <button class="announcement-banner__close" aria-label="Close Announcement Banner"> <span class="icon-close"></span> </button> </div> </div>   <div class="top-bar" data-test='test'> <div class="top-bar__container"> <div class="top-bar__links"> <ul> <li class="mobile-hide"><a target="_blank" href="https://www.marcumevents.com/">Events</a></li> <li><a href="https://www.marcumllp.com/newsletters">Newsletters</a></li> <li><a href="https://www.marcumllp.com/subscribe">Subscribe</a></li> <li><a target="_blank" href="https://marcumllp.sharefile.com">Client Portal</a></li> <li><a target="_blank" href="https://securepayment.link/marcumllp/">Make Payment</a></li> <li><a href="tel:+1-855-627-2861">(855) Marcum1</a></li> <li><a href="/cdn-cgi/l/email-protection#91f8fff7fed1fcf0e3f2e4fcfdfde1bff2fefc">Email Us</a></li> </ul> </div> <div class="top-bar__social"> <ul> <li><a title="linkedin" target="_blank" href="https://www.linkedin.com/company/marcum-llp/"><span class="social-links__icon icon-linkedin"></span><span class="social-links__label">LinkedIn</span></a></li> <li><a title="facebook" target="_blank" href="https://www.facebook.com/MarcumLLP"><span class="social-links__icon icon-facebook"></span><span class="social-links__label">Facebook</span></a></li> <li><a title="twitter-x" target="_blank" href="https://twitter.com/MarcumLLP"><span class="social-links__icon icon-twitter-x"></span><span class="social-links__label">Twitter</span></a></li> <li><a title="instagram" target="_blank" href="https://www.instagram.com/MarcumLLP/"><span class="social-links__icon icon-instagram"></span><span class="social-links__label">Instagram</span></a></li> <li><a title="youtube" target="_blank" href="https://www.youtube.com/user/MarcumLLP/videos"><span class="social-links__icon icon-youtube"></span><span class="social-links__label">YouTube</span></a></li> </ul> </div> </div> </div>   <header class="header" role="banner"> <div class="header__container">  <a href="/" class="logo"><img src="https://www.marcumllp.com/wp-content/themes/marcum/assets/images/marcum-llp-logo.svg" width="172" height="45" alt="Marcum LLP Logo" /></a>   <div class="drawer"> <div class="drawer__inner">  <nav class="menu" aria-label="Main Menu" role="navigation"> <ul> <li class="mega-drop"><a href="https://www.marcumllp.com/services">Services</a> <ul> <li><a href="https://www.marcumllp.com/services/tax">Tax & Business</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/accounting-for-income-taxes-asc-740">Accounting for Income Taxes: ASC 740</a> </li> <li> <a href="https://www.marcumllp.com/services/tax/bankruptcy-insolvency">Bankruptcy & Insolvency</a> </li> <li> <a href="https://www.marcumllp.com/services/tax/business-enterprise-services">Business Enterprise Services</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/compensation-benefits-consulting">Compensation & Benefits Consulting</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/corporate-tax">Corporate Tax</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/cost-recovery-accounting-methods">Cost Recovery & Accounting Methods</a> </li> <li> <a href="https://www.marcumllp.com/services/tax/cost-segregation">Cost Segregation</a> </li> <li> <a href="https://www.marcumllp.com/services/tax/eb-5-investor-services">EB-5 Investor Services</a> </li> <li> <a href="https://www.marcumllp.com/services/tax/financial-statements">Financial Statements</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/international-tax">International Tax</a> </li> <li> <a href="https://www.marcumllp.com/services/tax/modern-family-lgbt-services">Modern Family & LGBTQ Services</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/private-client-services">Private Client Services</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives/research-development-tax-credit">Research & Development Tax Credit</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/state-and-local-tax">State & Local Tax</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services">Tax Advisory Services</a> </li> <li> <a href="https://www.marcumllp.com/services/tax/tax-controversy-resolution">Tax Controversy Resolution</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives">Tax Credits & Incentives</a> </li> <li> <a href="https://www.marcumllp.com/services/tax/tax-exempt-business">Tax-Exempt Business</a> </li> <li> <a href="https://www.marcumllp.com/services/tax/tax-return-compliance">Tax Return Compliance</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-transaction-services">Tax Transaction Services</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/wealth-management">Wealth Management</a> </li> <li> <a href="https://www.marcumllp.com/services/tax">View All Tax & Business Services</a> </li> </ul> </li> <li><a href="https://www.marcumllp.com/services/assurance">Assurance</a> <ul> <li> <a href="https://www.marcumllp.com/services/assurance/attestation-engagements">Attestation Engagements</a> </li> <li> <a href="https://www.marcumllp.com/services/assurance/audits">Audits</a> </li> <li> <a href="https://www.marcumllp.com/services/assurance/compilations-reviews">Compilations & Reviews</a> </li> <li> <a href="https://www.marcumllp.com/services/assurance/employee-benefit-plans">Employee Benefit Plans (ERISA)</a> </li> <li> <a href="https://www.marcumllp.com/services/assurance/international-financial-reporting">International Financial Reporting</a> </li> <li> <a href="https://www.marcumllp.com/services/assurance/sec-advisory">SEC Advisory</a> </li> <li> <a href="https://www.marcumllp.com/services/assurance/sec-services">SEC Services</a> </li> <li> <a href="https://www.marcumllp.com/services/assurance/spac">Special Purpose Acquisition Companies (SPAC)</a> </li> <li> <a href="https://www.marcumllp.com/services/assurance">View All Assurance Services</a> </li> </ul> </li> <li><a href="https://www.marcumllp.com/services/advisory">Advisory</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/financial-advisory-services">Financial Accounting & Advisory</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/cfo-led-services">CFO-led Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/complex-technical-accounting">Complex & Technical Accounting</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/emerging-companies-services">Emerging Companies Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/financial-process-improvement">Financial Process Improvement</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/interim-controllership">Interim Controllership & Financial Leadership</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/internal-audit-co-sourcing-outsourcing">Internal Audit Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/ipo-readiness">IPO Readiness</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/restructuring-services">Restructuring Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/sarbanes-oxley-compliance">Sarbanes-Oxley Compliance</a></li> </ul> </li> <li> <a href="https://www.marcumllp.com/services/advisory/insurance">Insurance Services</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/managed-services">Managed Services</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/managed-services/managed-accounting-services">Managed Accounting Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/managed-services/managed-human-resources-services">Managed Human Resources Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/technology-consulting/infrastructure-solutions/managed-it-services">Managed IT Services</a></li> </ul> </li> <li> <a href="https://www.marcumllp.com/paycheck-protection-program">Paycheck Protection Program</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/business-interruption-claims">Business Interruption Claims</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/main-street-loan-program">Main Street Lending Program</a></li> </ul> </li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services">Risk Advisory Services</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/anti-money-laundering">Anti-Money Laundering</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/data-privacy-compliance">Data Privacy & Compliance</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/hitrust">HITRUST</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/internal-audit-co-sourcing-outsourcing">Internal Audit Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/iso-27001-iso-27701-certification">ISO 27001 & 27701 Certification</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/sarbanes-oxley-compliance">Sarbanes-Oxley Compliance</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/system-organization-controls">System Organization Controls – SOC 1, SOC 2 and SOC 3</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/technology-risk">Technology Risk</a></li> </ul> </li> <li> <a target="_blank" href="https://www.marcumsearch.com">Talent Solutions</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services">Tax Advisory Services</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/accounting-for-income-taxes-asc-740">Accounting for Income Taxes: ASC 740</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/compensation-benefits-consulting">Compensation & Benefits Consulting</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/corporate-tax">Corporate Tax</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/cost-recovery-accounting-methods">Cost Recovery & Accounting Methods</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/international-tax">International Tax</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/private-client-services">Private Client Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives/research-development-tax-credit">Research & Development Tax Credit</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/state-and-local-tax">State & Local Tax</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives">Tax Credits & Incentives</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-transaction-services">Tax Transaction Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/third-party-administrator">Third-Party Administrator</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/state-and-local-tax/unclaimed-property">Unclaimed Property</a></li> </ul> </li> <li> <a href="https://www.marcumllp.com/services/advisory/technology-consulting">Technology Consulting</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/technology-consulting/digital-advisory-services">Digital Advisory Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/technology-consulting/infrastructure-solutions">Infrastructure Solutions & Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/technology-consulting/strategic-it-consulting">Strategic IT Consulting</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/technology-consulting/cybersecurity-digital-forensics">Cybersecurity & Digital Forensics</a></li> </ul> </li> <li> <a href="https://www.marcumllp.com/services/advisory/transaction-integration-advisory">Transaction Advisory</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/transaction-integration-advisory/due-diligence">Due Diligence</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/transaction-integration-advisory/post-merger-acquisition-services">Post-Merger or Acquisition Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-transaction-services">Tax Transaction Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/valuation">Valuation</a></li> </ul> </li> <li> <a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services">Valuation, Forensic & Litigation</a> <ul> <li> <a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/investigations-forensic-accounting-integrity-services">Investigations, Forensic Accounting & Integrity Services</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/litigation-dispute-consulting">Litigation & Dispute Consulting</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/marital-dissolution">Marital Dissolution</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/valuation">Valuation</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/eco-stat">Eco-Stat</a></li> <li> <a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/forensic-data-analytics-technology">Forensic Data Analytics & Technology Services</a></li> </ul> </li> <li> <a href="https://www.marcumllp.com/services/advisory/wealth-management">Wealth Management</a> </li> <li> <a href="https://www.marcumllp.com/services/advisory">View All Advisory Services</a> </li> </ul> </li> </ul> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row"> <div class="mega-menu__tabs"> <div class="mega-menu__tabs-toggle"> <ul> <li class="active"><a href="https://www.marcumllp.com/services/tax">Tax & Business</a></li> <li ><a href="https://www.marcumllp.com/services/assurance">Assurance</a></li> <li ><a href="https://www.marcumllp.com/services/advisory">Advisory</a></li> </ul> </div> <div class="mega-menu__tabs-links"> <div class="mega-menu__tabs-links-container"> <div data-tab="Tax & Business" class="mega-menu__links mega-menu__tabs-links-inner mega-menu__tabs-links-inner--active"> <ul> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/accounting-for-income-taxes-asc-740">Accounting for Income Taxes: ASC 740</a> </li> <li><a href="https://www.marcumllp.com/services/tax/bankruptcy-insolvency">Bankruptcy & Insolvency</a> </li> <li><a href="https://www.marcumllp.com/services/tax/business-enterprise-services">Business Enterprise Services</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/compensation-benefits-consulting">Compensation & Benefits Consulting</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/corporate-tax">Corporate Tax</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/cost-recovery-accounting-methods">Cost Recovery & Accounting Methods</a> </li> <li><a href="https://www.marcumllp.com/services/tax/cost-segregation">Cost Segregation</a> </li> <li><a href="https://www.marcumllp.com/services/tax/eb-5-investor-services">EB-5 Investor Services</a> </li> </ul> <ul> <li><a href="https://www.marcumllp.com/services/tax/financial-statements">Financial Statements</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/international-tax">International Tax</a> </li> <li><a href="https://www.marcumllp.com/services/tax/modern-family-lgbt-services">Modern Family & LGBTQ Services</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/private-client-services">Private Client Services</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives/research-development-tax-credit">Research & Development Tax Credit</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/state-and-local-tax">State & Local Tax</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services">Tax Advisory Services</a> </li> </ul> <ul> <li><a href="https://www.marcumllp.com/services/tax/tax-controversy-resolution">Tax Controversy Resolution</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives">Tax Credits & Incentives</a> </li> <li><a href="https://www.marcumllp.com/services/tax/tax-exempt-business">Tax-Exempt Business</a> </li> <li><a href="https://www.marcumllp.com/services/tax/tax-return-compliance">Tax Return Compliance</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-transaction-services">Tax Transaction Services</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/wealth-management">Wealth Management</a> </li> <li><a href="https://www.marcumllp.com/services/tax">View All Tax & Business Services</a> </li> </ul> </div> <div data-tab="Assurance" class="mega-menu__links mega-menu__tabs-links-inner "> <ul> <li><a href="https://www.marcumllp.com/services/assurance/attestation-engagements">Attestation Engagements</a> </li> <li><a href="https://www.marcumllp.com/services/assurance/audits">Audits</a> </li> <li><a href="https://www.marcumllp.com/services/assurance/compilations-reviews">Compilations & Reviews</a> </li> </ul> <ul> <li><a href="https://www.marcumllp.com/services/assurance/employee-benefit-plans">Employee Benefit Plans (ERISA)</a> </li> <li><a href="https://www.marcumllp.com/services/assurance/international-financial-reporting">International Financial Reporting</a> </li> <li><a href="https://www.marcumllp.com/services/assurance/sec-advisory">SEC Advisory</a> </li> </ul> <ul> <li><a href="https://www.marcumllp.com/services/assurance/sec-services">SEC Services</a> </li> <li><a href="https://www.marcumllp.com/services/assurance/spac">Special Purpose Acquisition Companies (SPAC)</a> </li> <li><a href="https://www.marcumllp.com/services/assurance">View All Assurance Services</a> </li> </ul> </div> <div data-tab="Advisory" class="mega-menu__links mega-menu__tabs-links-inner "> <ul> <li><a href="https://www.marcumllp.com/services/advisory/financial-advisory-services">Financial Accounting & Advisory</a> <ul> <li><a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/cfo-led-services">CFO-led Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/complex-technical-accounting">Complex & Technical Accounting</a></li> <li><a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/emerging-companies-services">Emerging Companies Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/financial-process-improvement">Financial Process Improvement</a></li> <li><a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/interim-controllership">Interim Controllership & Financial Leadership</a></li> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/internal-audit-co-sourcing-outsourcing">Internal Audit Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/ipo-readiness">IPO Readiness</a></li> <li><a href="https://www.marcumllp.com/services/advisory/financial-advisory-services/restructuring-services">Restructuring Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/sarbanes-oxley-compliance">Sarbanes-Oxley Compliance</a></li>  <div class="boxen--featured"> <h3>Featured Press Releases</h3> <p class="mb1"><img src="https://www.marcumllp.com/wp-content/uploads/pressrelease-merger-starter-fluid.jpg" alt="Featured Image"></p> <p class="boxen--featured-date">May 10, 2021</p> <p class="boxen--featured-text">Marcum Merges Starter-Fluid into National Financial Accounting & Advisory Practice</p> <a href="https://www.marcumllp.com/press-releases/marcum-merges-starter-fluid-into-national-financial-accounting-advisory-practice" class="button expand">Read More</a> </div>  </ul> </li> <li><a href="https://www.marcumllp.com/services/advisory/insurance">Insurance Services</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/managed-services">Managed Services</a> <ul> <li><a href="https://www.marcumllp.com/services/advisory/managed-services/managed-accounting-services">Managed Accounting Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/managed-services/managed-human-resources-services">Managed Human Resources Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/technology-consulting/infrastructure-solutions/managed-it-services">Managed IT Services</a></li>  <div class="boxen--featured"> <h3>Featured Insights</h3> <p class="mb1"><img src="https://www.marcumllp.com/wp-content/uploads/insights-virtual-onboarding-during-covid.jpg" alt="Featured Image"></p> <p class="boxen--featured-date">April 12, 2021</p> <p class="boxen--featured-text">Virtual Onboarding During COVID – What Are We Missing?</p> <a href="https://www.marcumllp.com/insights/virtual-onboarding-during-covid" class="button expand">Read More</a> </div>  </ul> </li> <li><a href="https://www.marcumllp.com/paycheck-protection-program">Paycheck Protection Program</a> <ul> <li><a href="https://www.marcumllp.com/services/advisory/business-interruption-claims">Business Interruption Claims</a></li> <li><a href="https://www.marcumllp.com/services/advisory/main-street-loan-program">Main Street Lending Program</a></li>  <div class="boxen--featured"> <h3>Featured Insights</h3> <p class="mb1"><img src="https://www.marcumllp.com/wp-content/uploads/insights-ppp-loans-accounting-treatment-valuation-treatment.jpg" alt="Featured Image"></p> <p class="boxen--featured-date">May 18, 2021</p> <p class="boxen--featured-text">IRS Allows PPP Deduction Fix</p> <a href="https://www.marcumllp.com/insights/irs-allows-ppp-deduction-fix" class="button expand">Read More</a> </div>  </ul> </li> <li><a target="_blank" href="https://www.marcumsearch.com">Talent Solutions</a> </li> </ul> <ul> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services">Risk Advisory Services</a> <ul> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/anti-money-laundering">Anti-Money Laundering</a></li> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/data-privacy-compliance">Data Privacy & Compliance</a></li> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/hitrust">HITRUST</a></li> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/internal-audit-co-sourcing-outsourcing">Internal Audit Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/iso-27001-iso-27701-certification">ISO 27001 & 27701 Certification</a></li> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/sarbanes-oxley-compliance">Sarbanes-Oxley Compliance</a></li> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/system-organization-controls">System Organization Controls – SOC 1, SOC 2 and SOC 3</a></li> <li><a href="https://www.marcumllp.com/services/advisory/risk-advisory-services/technology-risk">Technology Risk</a></li>  <div class="boxen--featured"> <h3>Featured Insights</h3> <p class="mb1"><img src="https://www.marcumllp.com/wp-content/uploads/insights-cryptocurrency-tax-compliance.jpg" alt="Featured Image"></p> <p class="boxen--featured-date">July 6, 2021</p> <p class="boxen--featured-text">American Families Plan’s Cryptocurrency Tax Compliance Agenda</p> <a href="https://www.marcumllp.com/insights/american-families-plans-cryptocurrency-tax-compliance-agenda" class="button expand">Read More</a> </div>  </ul> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services">Tax Advisory Services</a> <ul> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/accounting-for-income-taxes-asc-740">Accounting for Income Taxes: ASC 740</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/compensation-benefits-consulting">Compensation & Benefits Consulting</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/corporate-tax">Corporate Tax</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/cost-recovery-accounting-methods">Cost Recovery & Accounting Methods</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/international-tax">International Tax</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/private-client-services">Private Client Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives/research-development-tax-credit">Research & Development Tax Credit</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/state-and-local-tax">State & Local Tax</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives">Tax Credits & Incentives</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-transaction-services">Tax Transaction Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/third-party-administrator">Third-Party Administrator</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/state-and-local-tax/unclaimed-property">Unclaimed Property</a></li>  <div class="boxen--featured"> <h3>Featured Insights</h3> <p class="mb1"><img src="https://www.marcumllp.com/wp-content/uploads/insights-cryptocurrency-tax-compliance.jpg" alt="Featured Image"></p> <p class="boxen--featured-date">July 6, 2021</p> <p class="boxen--featured-text">American Families Plan’s Cryptocurrency Tax Compliance Agenda</p> <a href="https://www.marcumllp.com/insights/american-families-plans-cryptocurrency-tax-compliance-agenda" class="button expand">Read More</a> </div>  </ul> </li> </ul> <ul> <li><a href="https://www.marcumllp.com/services/advisory/technology-consulting">Technology Consulting</a> <ul> <li><a href="https://www.marcumllp.com/services/advisory/technology-consulting/digital-advisory-services">Digital Advisory Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/technology-consulting/infrastructure-solutions">Infrastructure Solutions & Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/technology-consulting/strategic-it-consulting">Strategic IT Consulting</a></li> <li><a href="https://www.marcumllp.com/services/advisory/technology-consulting/cybersecurity-digital-forensics">Cybersecurity & Digital Forensics</a></li>  <div class="boxen--featured"> <h3>Featured Insights</h3> <p class="mb1"><img src="https://www.marcumllp.com/wp-content/uploads/insights-proper-alignment-with-technology.jpg" alt="Featured Image"></p> <p class="boxen--featured-date">June 8, 2021</p> <p class="boxen--featured-text">Proper Alignment with Technology Is Critical in Achieving Strategic Objectives</p> <a href="https://www.marcumllp.com/insights/proper-alignment-with-technology-is-critical-in-achieving-strategic-objectives" class="button expand">Read More</a> </div>  </ul> </li> <li><a href="https://www.marcumllp.com/services/advisory/transaction-integration-advisory">Transaction Advisory</a> <ul> <li><a href="https://www.marcumllp.com/services/advisory/transaction-integration-advisory/due-diligence">Due Diligence</a></li> <li><a href="https://www.marcumllp.com/services/advisory/transaction-integration-advisory/post-merger-acquisition-services">Post-Merger or Acquisition Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-transaction-services">Tax Transaction Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/valuation">Valuation</a></li>  <div class="boxen--featured"> <h3>Featured Insights</h3> <p class="mb1"><img src="https://www.marcumllp.com/wp-content/uploads/insights-cryptocurrency-tax-compliance.jpg" alt="Featured Image"></p> <p class="boxen--featured-date">July 6, 2021</p> <p class="boxen--featured-text">American Families Plan’s Cryptocurrency Tax Compliance Agenda</p> <a href="https://www.marcumllp.com/insights/american-families-plans-cryptocurrency-tax-compliance-agenda" class="button expand">Read More</a> </div>  </ul> </li> <li><a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services">Valuation, Forensic & Litigation</a> <ul> <li><a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/investigations-forensic-accounting-integrity-services">Investigations, Forensic Accounting & Integrity Services</a></li> <li><a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/litigation-dispute-consulting">Litigation & Dispute Consulting</a></li> <li><a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/marital-dissolution">Marital Dissolution</a></li> <li><a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/valuation">Valuation</a></li> <li><a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/eco-stat">Eco-Stat</a></li> <li><a href="https://www.marcumllp.com/services/advisory/valuation-forensic-litigation-services/forensic-data-analytics-technology">Forensic Data Analytics & Technology Services</a></li>  <div class="boxen--featured"> <h3>Featured Insights</h3> <p class="mb1"><img src="https://www.marcumllp.com/wp-content/uploads/insights-fraud-enforcement-actions.jpg" alt="Featured Image"></p> <p class="boxen--featured-date">May 24, 2021</p> <p class="boxen--featured-text">U.S. Fraud and Enforcement Actions</p> <a href="https://www.marcumllp.com/insights/us-fraud-and-enforcement-actions" class="button expand">Read More</a> </div>  </ul> </li> <li><a href="https://www.marcumllp.com/services/advisory/wealth-management">Wealth Management</a> </li> <li><a href="https://www.marcumllp.com/services/advisory">View All Advisory Services</a> </li> </ul> </div> </div> </div> </div> </div>  </div> </div> </li> <li class="mega-drop"><a href="https://www.marcumllp.com/industries">Industries</a> <ul> <li><a href="https://www.marcumllp.com/industries/alternative-investments">Alternative Investments</a></li> <li><a href="https://www.marcumllp.com/industries/automotive">Automotive</a></li> <li><a href="https://www.marcumllp.com/industries/broker-dealers">Broker-Dealers</a></li> <li><a href="https://www.marcumllp.com/industries/cannabis">Cannabis</a></li> <li><a href="https://www.marcumllp.com/industries/capital-markets">Capital Markets</a></li> <li><a href="https://www.marcumllp.com/industries/construction">Construction</a></li> <li><a href="https://www.marcumllp.com/industries/consumer-industrial-products">Consumer & Industrial Products</a></li> <li><a href="https://www.marcumllp.com/industries/digital-currency-blockchain">Digital Assets & Blockchain</a></li> <li><a href="https://www.marcumllp.com/industries/higher-education">Education</a></li> <li><a href="https://www.marcumllp.com/industries/energy">Energy</a></li> <li><a href="https://www.marcumllp.com/industries/financial-institutions">Financial Institutions</a></li> <li><a href="https://www.marcumllp.com/industries/financial-services">Financial Services</a></li> <li><a href="https://www.marcumllp.com/industries/food-beverage">Food & Beverage</a></li> <li><a href="https://www.marcumllp.com/industries/government">Government</a></li> <li><a href="https://www.marcumllp.com/industries/government-contractors">Government Contractors</a></li> <li><a href="https://www.marcumllp.com/industries/healthcare">Healthcare</a></li> <li><a href="https://www.marcumllp.com/industries/insurance">Insurance</a></li> <li><a href="https://www.marcumllp.com/industries/life-science-biotech">Life Science & Biotech</a></li> <li><a href="https://www.marcumllp.com/industries/litigation-support">Litigation Support</a></li> <li><a href="https://www.marcumllp.com/industries/maritime">Maritime</a></li> <li><a href="https://www.marcumllp.com/industries/media-entertainment">Media, Gaming & Entertainment</a></li> <li><a href="https://www.marcumllp.com/industries/nonprofit-social-sector">Nonprofit & Social Sector</a></li> <li><a href="https://www.marcumllp.com/industries/private-equity">Private Equity</a></li> <li><a href="https://www.marcumllp.com/industries/professional-employer-organization">Professional Employer Organizations</a></li> <li><a href="https://www.marcumllp.com/industries/real-estate">Real Estate</a></li> <li><a href="https://www.marcumllp.com/industries/talent-and-literary-agencies">Talent & Literary Agencies</a></li> <li><a href="https://www.marcumllp.com/industries/technology">Technology</a></li> </ul> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row"> <div class="mega-menu__industries"> <div class="mega-menu__industries-left" style="width:100%;"> <div class="mega-menu__industries-col" style="width:33%;"> <div class="mega-menu__links"> <ul> <li><a href="https://www.marcumllp.com/industries/alternative-investments">Alternative Investments</a></li> <li><a href="https://www.marcumllp.com/industries/automotive">Automotive</a></li> <li><a href="https://www.marcumllp.com/industries/broker-dealers">Broker-Dealers</a></li> <li><a href="https://www.marcumllp.com/industries/cannabis">Cannabis</a></li> <li><a href="https://www.marcumllp.com/industries/capital-markets">Capital Markets</a></li> <li><a href="https://www.marcumllp.com/industries/construction">Construction</a></li> <li><a href="https://www.marcumllp.com/industries/consumer-industrial-products">Consumer & Industrial Products</a></li> <li><a href="https://www.marcumllp.com/industries/digital-currency-blockchain">Digital Assets & Blockchain</a></li> <li><a href="https://www.marcumllp.com/industries/higher-education">Education</a></li> </ul> </div> </div> <div class="mega-menu__industries-col" style="width:33%;"> <div class="mega-menu__links"> <ul> <li><a href="https://www.marcumllp.com/industries/energy">Energy</a></li> <li><a href="https://www.marcumllp.com/industries/financial-institutions">Financial Institutions</a></li> <li><a href="https://www.marcumllp.com/industries/financial-services">Financial Services</a></li> <li><a href="https://www.marcumllp.com/industries/food-beverage">Food & Beverage</a></li> <li><a href="https://www.marcumllp.com/industries/government">Government</a></li> <li><a href="https://www.marcumllp.com/industries/government-contractors">Government Contractors</a></li> <li><a href="https://www.marcumllp.com/industries/healthcare">Healthcare</a></li> <li><a href="https://www.marcumllp.com/industries/insurance">Insurance</a></li> <li><a href="https://www.marcumllp.com/industries/life-science-biotech">Life Science & Biotech</a></li> </ul> </div> </div> <div class="mega-menu__industries-col" style="width:33%;"> <div class="mega-menu__links"> <ul> <li><a href="https://www.marcumllp.com/industries/litigation-support">Litigation Support</a></li> <li><a href="https://www.marcumllp.com/industries/maritime">Maritime</a></li> <li><a href="https://www.marcumllp.com/industries/media-entertainment">Media, Gaming & Entertainment</a></li> <li><a href="https://www.marcumllp.com/industries/nonprofit-social-sector">Nonprofit & Social Sector</a></li> <li><a href="https://www.marcumllp.com/industries/private-equity">Private Equity</a></li> <li><a href="https://www.marcumllp.com/industries/professional-employer-organization">Professional Employer Organizations</a></li> <li><a href="https://www.marcumllp.com/industries/real-estate">Real Estate</a></li> <li><a href="https://www.marcumllp.com/industries/talent-and-literary-agencies">Talent & Literary Agencies</a></li> <li><a href="https://www.marcumllp.com/industries/technology">Technology</a></li> <li><a href="/industries">View All Industries</a></li> </ul> </div> </div> </div> </div> </div>  </div> </div> </li> <li class="mega-drop"><a href="https://www.marcumllp.com/firm">Firm</a> <ul> <li><a href="https://www.marcumllp.com/firm">Overview</a> </li> <li><a href="https://www.marcumllp.com/firm/client-service-standards">Client Experience</a> </li> <li><a href="https://www.marcumllp.com/careers/diversity-equity-inclusion">Diversity, Equity & Inclusion</a> </li> <li><a href="https://www.marcumllp.com/firm/marcum-affiliates">Marcum Affiliates</a> </li> <li><a href="https://www.marcumllp.com/firm/marcum-university">Marcum U</a> </li> <li><a href="https://www.marcumllp.com/firm/marcum-womens-initiative">Marcum Women’s Initiative</a> </li> <li><a href="https://www.marcumllp.com/firm/mission-philosophy">Mission & Philosophy</a> </li> <li class="mega-menu__hide"><a href="https://www.marcumllp.com/firm/marcum-foundation">Marcum Foundation</a> </li> <li class="mega-menu__hide"><a href="https://www.marcumllp.com/firm/international-capabilities">International Capabilities</a> </li> <li class="mega-menu__hide"><a href="https://www.marcumllp.com/firm/alumni">Alumni</a> </li> </ul> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row"> <div class="mega-menu__firm"> <div class="mega-menu__links"> <ul> <li ><a href="https://www.marcumllp.com/firm">Overview</a></li> <li ><a href="https://www.marcumllp.com/firm/client-service-standards">Client Experience</a></li> <li ><a href="https://www.marcumllp.com/careers/diversity-equity-inclusion">Diversity, Equity & Inclusion</a></li> <li ><a href="https://www.marcumllp.com/firm/marcum-affiliates">Marcum Affiliates</a></li> <li ><a href="https://www.marcumllp.com/firm/marcum-university">Marcum U</a></li> <li ><a href="https://www.marcumllp.com/firm/marcum-womens-initiative">Marcum Women’s Initiative</a></li> <li ><a href="https://www.marcumllp.com/firm/mission-philosophy">Mission & Philosophy</a></li> <li class="mega-menu__hide"><a href="https://www.marcumllp.com/firm/marcum-foundation">Marcum Foundation</a></li> <li class="mega-menu__hide"><a href="https://www.marcumllp.com/firm/international-capabilities">International Capabilities</a></li> <li class="mega-menu__hide"><a href="https://www.marcumllp.com/firm/alumni">Alumni</a></li> </ul> </div> <div class="mega-menu__cards mega-menu__cards--equal"> <div class="row xsmall-up-3"> <div class="column column-block"> <div class="card card--equal-col card--has-button zoom-trigger"> <a href="/firm/marcum-foundation" > <div class="card__image"> <div class="card__image-bg zoom-img" style="background-image: url('https://www.marcumllp.com/wp-content/uploads/nav-marcum-foundation-600x375.jpg');"></div> </div> <div class="card__body"> <h2 class="card__title">Marcum Foundation</h2> <div class="card__overview"> <p>The mission of the Marcum Foundation is to support causes that focus on improving the health & wellbeing of children.</p> </div> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Learn More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </div> </div> <div class="column column-block"> <div class="card card--equal-col card--has-button zoom-trigger"> <a href="/firm/international-capabilities" > <div class="card__image"> <div class="card__image-bg zoom-img" style="background-image: url('https://www.marcumllp.com/wp-content/uploads/banner-feature-88-600x375.jpg');"></div> </div> <div class="card__body"> <h2 class="card__title">International Capabilities</h2> <div class="card__overview"> <p>We offer a full range of Assurance, Tax and Advisory services to clients operating businesses abroad.</p> </div> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Learn More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </div> </div> <div class="column column-block"> <div class="card card--equal-col card--has-button zoom-trigger"> <a href="/firm/alumni" > <div class="card__image"> <div class="card__image-bg zoom-img" style="background-image: url('https://www.marcumllp.com/wp-content/uploads/nav-alumni-600x375.jpg');"></div> </div> <div class="card__body"> <h2 class="card__title">Alumni</h2> <div class="card__overview"> <p>The Marcum family consists of both current and past employees. We value relationships built through working together.</p> </div> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Learn More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </div> </div> </div> </div> </div> </div>  </div> </div> </li> <li class="mega-drop mega-drop--mobile"><a href="https://www.marcumllp.com/people">People</a> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row mega-menu__row--image"> <div class="mega-menu__people"> <div class="people-filter">  <h3>Filter Alphabetically by Last Name</h3> <div class="people-filter__alpha"> <div class="people-filter__alpha-right"> <a class="button tiny secondary" href="/people"><span class="icon-globe icon-left"></span> View All</a> </div> <div class="people-filter__alpha-left"> <ul> <li><a href="/people?alpha_search=A">A</a></li> <li><a href="/people?alpha_search=B">B</a></li> <li><a href="/people?alpha_search=C">C</a></li> <li><a href="/people?alpha_search=D">D</a></li> <li><a href="/people?alpha_search=E">E</a></li> <li><a href="/people?alpha_search=F">F</a></li> <li><a href="/people?alpha_search=G">G</a></li> <li><a href="/people?alpha_search=H">H</a></li> <li><a href="/people?alpha_search=I">I</a></li> <li><a href="/people?alpha_search=J">J</a></li> <li><a href="/people?alpha_search=K">K</a></li> <li><a href="/people?alpha_search=L">L</a></li> <li><a href="/people?alpha_search=M">M</a></li> <li><a href="/people?alpha_search=N">N</a></li> <li><a href="/people?alpha_search=O">O</a></li> <li><a href="/people?alpha_search=P">P</a></li> <li><a href="/people?alpha_search=Q">Q</a></li> <li><a href="/people?alpha_search=R">R</a></li> <li><a href="/people?alpha_search=S">S</a></li> <li><a href="/people?alpha_search=T">T</a></li> <li><a href="/people?alpha_search=U">U</a></li> <li><a href="/people?alpha_search=V">V</a></li> <li><a href="/people?alpha_search=W">W</a></li> <li><a href="/people?alpha_search=X">X</a></li> <li><a href="/people?alpha_search=Y">Y</a></li> <li><a href="/people?alpha_search=Z">Z</a></li> </ul> </div> </div>   <h3>People Search</h3> <div class="people-filter__form"> <form> <div class="row"> <div class="medium-4 columns"> <input type="text" name="first_name" placeholder="First Name" /> </div> <div class="medium-4 columns"> <input type="text" name="last_name" placeholder="Last Name" /> </div> <div class="medium-4 columns"> <select name="job_title"> <option value="">--All Titles--</option> <option value="Chairman & CEO">Chairman & CEO</option> <option value="Vice Chairman">Vice Chairman</option> <option value="Vice President">Vice President</option> <option value="Leader">Leader</option> <option value="Regional Managing Partner">Regional Managing Partner</option> <option value="Office Managing Partner">Office Managing Partner</option> <option value="Regional Partner-in-Charge">Regional Partner-in-Charge</option> <option value="Partner-in-Charge">Partner-in-Charge</option> <option value="Managing Partner">Managing Partner</option> <option value="Senior Partner">Senior Partner</option> <option value="Partner">Partner</option> <option value="C-Level">C-Level</option> <option value="Senior Advisor">Senior Advisor</option> <option value="Managing Director">Managing Director</option> <option value="Senior Director">Senior Director</option> <option value="Director">Director</option> <option value="Principal">Principal</option> <option value="Senior Manager">Senior Manager</option> <option value="Manager">Manager</option> </select> </div> </div> <div class="row"> <div class="medium-6 large-4 columns"> <select name="industry"> <option value="">--All Industries--</option> <option value="Alternative Investments">Alternative Investments</option> <option value="Automotive">Automotive</option> <option value="Broker-Dealers">Broker-Dealers</option> <option value="Cannabis">Cannabis</option> <option value="Capital Markets">Capital Markets</option> <option value="Construction">Construction</option> <option value="Consumer & Industrial Products">Consumer & Industrial Products</option> <option value="Digital Assets & Blockchain">Digital Assets & Blockchain</option> <option value="Education">Education</option> <option value="Energy">Energy</option> <option value="Financial Institutions">Financial Institutions</option> <option value="Financial Services">Financial Services</option> <option value="Food & Beverage">Food & Beverage</option> <option value="Government">Government</option> <option value="Government Contractors">Government Contractors</option> <option value="Healthcare">Healthcare</option> <option value="Insurance">Insurance</option> <option value="Life Science & Biotech">Life Science & Biotech</option> <option value="Litigation Support">Litigation Support</option> <option value="Maritime">Maritime</option> <option value="Media, Gaming & Entertainment">Media, Gaming & Entertainment</option> <option value="Nonprofit & Social Sector">Nonprofit & Social Sector</option> <option value="Private Equity">Private Equity</option> <option value="Professional Employer Organizations">Professional Employer Organizations</option> <option value="Real Estate">Real Estate</option> <option value="Talent & Literary Agencies">Talent & Literary Agencies</option> <option value="Technology">Technology</option> </select> </div> <div class="medium-6 large-4 columns"> <select name="service"> <option value="">--All Services--</option> <option value="Tax & Business">Tax & Business</option> <option value="Assurance">Assurance</option> <option value="Advisory">Advisory</option> <option value="Managed Services">Managed Services</option> <option value="Marcum Technology">Marcum Technology</option> <option value="Marcum Canada">Marcum Canada</option> </select> </div> <div class="medium-6 large-4 columns end"> <select name="office"> <option value="">--All Offices--</option> <option value="Akron, OH">Akron, OH</option> <option value="Blue Bell, PA">Blue Bell, PA</option> <option value="Boca Raton, FL">Boca Raton, FL</option> <option value="Boston, MA">Boston, MA</option> <option value="Bridgehampton, NY">Bridgehampton, NY</option> <option value="Chicago, IL">Chicago, IL</option> <option value="Cleveland, OH (Downtown)">Cleveland, OH (Downtown)</option> <option value="Cleveland, OH (East)">Cleveland, OH (East)</option> <option value="Costa Mesa, CA">Costa Mesa, CA</option> <option value="Deerfield, IL">Deerfield, IL</option> <option value="Ellsworth, ME">Ellsworth, ME</option> <option value="Fort Lauderdale, FL">Fort Lauderdale, FL</option> <option value="Greenfield, MA">Greenfield, MA</option> <option value="Greenwich, CT">Greenwich, CT</option> <option value="Hartford, CT">Hartford, CT</option> <option value="Houston, TX">Houston, TX</option> <option value="Los Angeles, CA">Los Angeles, CA</option> <option value="Marlton, NJ">Marlton, NJ</option> <option value="Melville, NY">Melville, NY</option> <option value="Merrimack, NH">Merrimack, NH</option> <option value="Miami, FL">Miami, FL</option> <option value="Morristown, NJ">Morristown, NJ</option> <option value="Nashville, TN">Nashville, TN</option> <option value="New Haven, CT">New Haven, CT</option> <option value="New York City, NY">New York City, NY</option> <option value="Northfield, NJ">Northfield, NJ</option> <option value="Novi, MI">Novi, MI</option> <option value="Philadelphia, PA">Philadelphia, PA</option> <option value="Portland, ME">Portland, ME</option> <option value="Providence, RI">Providence, RI</option> <option value="Riverhead, NY">Riverhead, NY</option> <option value="Rochester, MI">Rochester, MI</option> <option value="Rockville, MD">Rockville, MD</option> <option value="Saddle Brook, NJ">Saddle Brook, NJ</option> <option value="San Francisco, CA">San Francisco, CA</option> <option value="San Jose, CA">San Jose, CA</option> <option value="St. Louis, MO">St. Louis, MO</option> <option value="Tampa, FL">Tampa, FL</option> <option value="Tinton Falls, NJ">Tinton Falls, NJ</option> <option value="Washington, DC">Washington, DC</option> <option value="West Hartford, CT">West Hartford, CT</option> <option value="West Palm Beach, FL">West Palm Beach, FL</option> <option value="Toronto, Ontario">Toronto, Ontario</option> <option value="Dublin, Ireland">Dublin, Ireland</option> <option value="Grand Cayman, BWI">Grand Cayman, BWI</option> </select> </div> </div> <div class="row column"> <button class="button tiny"><span class="icon-search icon-left"></span> Search</button> </div> </form> </div>  </div> </div> <div class="mega-menu__image" style="background-image:url('/wp-content/uploads/mega-menu-thumb-01.jpg')"> </div> </div>  </div> </div> </li> <li class="mega-drop mega-drop--mobile"><a href="https://www.marcumllp.com/insights">Insights</a> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row"> <div class="mega-menu__insights"> <div class="mega-menu__insights-left"> <div class="mega-menu__insights-links"> <div class="mega-menu__links"> <h3>By Service</h3> <ul> <li><a href="/insights?services=151">Advisory</a></li> <li><a href="/insights?services=99">Tax & Business</a></li> <li><a href="/insights?services=138">Assurance</a></li> </ul> </div> <div class="mega-menu__links"> <h3>Media</h3> <ul> <li><a href="/media/marcum-answers">Marcum Answers</a></li> <li><a href="/media/videos">Videos</a></li> </ul> </div> <div class="mega-menu__links"> <h3>Case Studies</h3> <ul> <li><a href="/case-studies">View All</a></li> </ul> </div> </div> <div class="mega-menu__insights-links"> <div class="mega-menu__links"> <h3>By Industry</h3> <ul> <li><a href="/insights?industry=Alternative%20Investments">Alternative Investments</a></li> <li><a href="/insights?industry=Construction">Construction</a></li> <li><a href="/insights?industry=Food%20%26%20Beverage">Food & Beverage</a></li> <li><a href="/insights?industry=Healthcare">Healthcare</a></li> <li><a href="/insights?industry=Nonprofit%20%26%20Social%20Sector">Nonprofit & Social Sector</a></li> <li><a href="/insights?industry=Technology">Technology</a></li> </ul> </div> <div class="mega-menu__links"> <h3>Surveys</h3> <ul> <li><a href="https://www.marcumhofstraceosurvey.com/" target="_blank">Marcum-Hofstra CEO Survey</a></li> <li><a href="/industries/construction/marcum-construction-survey">Marcum Construction Survey</a></li> <li><a href="https://info.marcumllp.com/2023-marcum-national-manufacturing-survey" target="_blank">Marcum Manufacturing Survey</a></li> </ul> </div> </div> </div> <div class="mega-menu__insights-right"> <div class="mega-menu__cards"> <div class="row small-up-2"> <div class="column"> <h3 class="mega-menu__title">2025 Tax Planning Guide</h3> <article class="card card--has-button zoom-trigger"> <div class="card__image"> <a href="/tax-guide"> <img class="zoom-img" src="/wp-content/uploads/2025-TaxPlanningGuide-nav.jpg" />  </a> </div> <div class="card__body"> <div class="card__overview"> <p>Practical insights and detailed strategies for businesses and individuals to maximize tax efficiency in 2025.</p> </div> <div class="mt4"> <a class="button tiny" href="/tax-guide">READ NOW</a> </div> </div> </article> </div> <div class="column"> <h3 class="mega-menu__title">Thoughts of the Week</h3> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/thoughts-of-the-week/the-marcum-retrospective-part-6"> <div class="card__image"> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/totw-10182024-600x375.jpg" width="600" height="375" alt="The Marcum Retrospective – Part 6" title="The Marcum Retrospective – Part 6" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>October 18, 2024</span> </div> <h2 class="card__title">The Marcum Retrospective – Part 6</h2> <div class="card__overview"> <p>Thank you for allowing me to show up in your inbox every Friday morning and...</p> </div> </div> </a> </article> <a class="button tiny" href="/thoughts-of-the-week">View All</a> </div> </div> </div> </div> </div> </div>  </div> </div> </li> <li class="mega-drop"><a href="https://www.marcumllp.com/news-press-releases">News</a> <ul> <li><a href="https://www.marcumllp.com/news">As Seen In</a> </li> <li><a href="https://www.marcumllp.com/press-releases">Press Releases</a> </li> </ul> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row"> <div class="mega-menu__news"> <div class="mega-menu__news-left"> <h3 class="mega-menu__title">As Seen In</h3> <div class="news-grid"> <div class="news-grid__featured"> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/sean-saari-money-matters-tv-gift-tax"> <div class="card__image"> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/Sean-Saari-1-600x375.jpg" width="600" height="375" alt="" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>September 13, 2024</span> </div> <h2 class="card__title">Advisory Partner Sean Saari joins Marcum Wealth’s Jim Butler to discuss gift tax for Money Matters TV</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> <div class="news-grid__addl"> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/louis-biscotti-forbes-deals-and-discounts-as-depriceflation-hits-retailers"> <div class="card__body"> <div class="card__meta"> <span>September 10, 2024</span> </div> <h2 class="card__title">Food & Beverage Leader Louis Biscotti details deals and discounts as depriceflation hits retailers for Forbes</h2> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/heather-wilson-legal-intelligencer-expanded-irs-initiatives-and-investigations"> <div class="card__body"> <div class="card__meta"> <span>September 9, 2024</span> </div> <h2 class="card__title">Advisory Director Heather Wilson explores expanded IRS initiatives and investigations for The Legal Intelligencer</h2> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> <a class="button tiny" href="/news">View All</a> </div> </div> </div> <div class="mega-menu__news-right"> <h3 class="mega-menu__title">Press Releases</h3> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/press-releases/marcums-latest-manufacturing-survey-reveals-resilience-amidst-challenges-and-highlights-strategic-shifts"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Industrial Products</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/pressrelease-2024-manufacturing-survey-600x375.jpg" width="600" height="375" alt="" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>October 18, 2024</span> </div> <h2 class="card__title">Marcum’s Latest Manufacturing Survey Reveals Resilience Amidst Challenges and Highlights Strategic Shifts</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> <div class="mt4"> <a class="button tiny" href="/press-releases">View All</a> </div> </div> </div> </div>  </div> </div> </li> <li class="mega-drop mega-drop--mobile"><a href="https://www.marcumllp.com/offices">Offices</a> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row"> <div class="mega-menu__offices">  <div class="mega-menu__offices-right"> <div class="mega-menu__offices-col"> <div class="mega-menu__links"> <ul class="four-column"> <li><a href="https://www.marcumllp.com/offices/akron-ohio">Akron, OH</a></li> <li><a href="https://www.marcumllp.com/offices/blue-bell-pennsylvania">Blue Bell, PA</a></li> <li><a href="https://www.marcumllp.com/offices/boca-raton-fl">Boca Raton, FL</a></li> <li><a href="https://www.marcumllp.com/offices/boston-massachusetts">Boston, MA</a></li> <li><a href="https://www.marcumllp.com/offices/bridgehampton-new-york">Bridgehampton, NY</a></li> <li><a href="https://www.marcumllp.com/offices/chicago-illinois">Chicago, IL</a></li> <li><a href="https://www.marcumllp.com/offices/cleveland-ohio">Cleveland, OH (Downtown)</a></li> <li><a href="https://www.marcumllp.com/offices/mayfield-village-ohio">Cleveland, OH (East)</a></li> <li><a href="https://www.marcumllp.com/offices/costa-mesa-california">Costa Mesa, CA</a></li> <li><a href="https://www.marcumllp.com/offices/deerfield-illinois">Deerfield, IL</a></li> <li><a href="https://www.marcumllp.com/offices/ellsworth-maine">Ellsworth, ME</a></li> <li><a href="https://www.marcumllp.com/offices/fort-lauderdale-florida">Fort Lauderdale, FL</a></li> <li><a href="https://www.marcumllp.com/offices/greenfield-massachusetts">Greenfield, MA</a></li> <li><a href="https://www.marcumllp.com/offices/greenwich-connecticut">Greenwich, CT</a></li> <li><a href="https://www.marcumllp.com/offices/hartford-connecticut">Hartford, CT</a></li> <li><a href="https://www.marcumllp.com/offices/houston-texas">Houston, TX</a></li> <li><a href="https://www.marcumllp.com/offices/los-angeles-california">Los Angeles, CA</a></li> <li><a href="https://www.marcumllp.com/offices/marlton-new-jersey">Marlton, NJ</a></li> <li><a href="https://www.marcumllp.com/offices/melville-new-york">Melville, NY</a></li> <li><a href="https://www.marcumllp.com/offices/merrimack-new-hampshire">Merrimack, NH</a></li> <li><a href="https://www.marcumllp.com/offices/miami-florida">Miami, FL</a></li> <li><a href="https://www.marcumllp.com/offices/morristown-new-jersey">Morristown, NJ</a></li> <li><a href="https://www.marcumllp.com/offices/nashville-tennessee">Nashville, TN</a></li> <li><a href="https://www.marcumllp.com/offices/new-haven-connecticut">New Haven, CT</a></li> <li><a href="https://www.marcumllp.com/offices/new-york-city-new-york">New York City, NY</a></li> <li><a href="https://www.marcumllp.com/offices/northfield-new-jersey">Northfield, NJ</a></li> <li><a href="https://www.marcumllp.com/offices/novi-mi">Novi, MI</a></li> <li><a href="https://www.marcumllp.com/offices/philadelphia-pennsylvania">Philadelphia, PA</a></li> <li><a href="https://www.marcumllp.com/offices/portland-maine">Portland, ME</a></li> <li><a href="https://www.marcumllp.com/offices/providence-ri">Providence, RI</a></li> <li><a href="https://www.marcumllp.com/offices/riverhead-new-york">Riverhead, NY</a></li> <li><a href="https://www.marcumllp.com/offices/rochester-mi">Rochester, MI</a></li> <li><a href="https://www.marcumllp.com/offices/rockville-maryland">Rockville, MD</a></li> <li><a href="https://www.marcumllp.com/offices/saddle-brook-new-jersey">Saddle Brook, NJ</a></li> <li><a href="https://www.marcumllp.com/offices/san-francisco-california">San Francisco, CA</a></li> <li><a href="https://www.marcumllp.com/offices/san-jose-california">San Jose, CA</a></li> <li><a href="https://www.marcumllp.com/offices/st-louis-missouri">St. Louis, MO</a></li> <li><a href="https://www.marcumllp.com/offices/tampa-florida">Tampa, FL</a></li> <li><a href="https://www.marcumllp.com/offices/tinton-falls-new-jersey">Tinton Falls, NJ</a></li> <li><a href="https://www.marcumllp.com/offices/washington-district-of-columbia">Washington, DC</a></li> <li><a href="https://www.marcumllp.com/offices/west-hartford-connecticut">West Hartford, CT</a></li> <li><a href="https://www.marcumllp.com/offices/west-palm-beach-florida">West Palm Beach, FL</a></li> </ul> </div> </div> <div class="mega-menu__offices-col"> <div class="mega-menu__links"> <h3>International</h3> <ul> <li><a href="https://www.marcumllp.com/offices/toronto-ontario">Toronto, Ontario</a></li> <li><a href="https://www.marcumllp.com/offices/dublin-ireland">Dublin, Ireland</a></li> <li><a href="https://www.marcumllp.com/offices/grand-cayman">Grand Cayman, BWI</a></li> </ul> </div> </div> </div> </div> </div>  </div> </div> </li> <li ><a target="_blank" href="https://careers.cbiz.com/">Careers</a> <ul> </ul> </li> </ul> </nav>   <div class="utility-links"> <ul> <li class="utility-links__search"><a class="js-search" href="#"><span class="icon-search"></span></a></li> <li class="utility-links__cta"><a class="button" href="/ask-marcum" rel="nofollow">Contact Us</a></li> </ul> </div>   <div class="site-search"> <div class="site-search__wrapper"> <div class="site-search__valign"> <div class="site-search__container"> <form class="js-search-form site-search__form" role="search" method="get" action="/search/"> <input type="hidden" autocomplete="off" readonly name="search" value="/search/" /> <input type="hidden" autocomplete="off" readonly name="search_pages" value="true"> <h3 class="site-search__headline">Search our Services and Industries</h3> <div class="site-search__row"> <input name="s" type="text" class="site-search__input site-search__input--keyword" placeholder="search by keyword..." /> </div> <button type="submit" class="site-search__button"><span class="icon-search icon-left"></span> <span class="site-search__button-text">Search</span></button> </form> <div class="site-search__bg" style="background-image:url('/wp-content/uploads/serach-bg.jpg')"> </div> </div> <button class="site-search__close js-site-search-close" type="button"><span class="icon-close"></span> Close</button> </div> </div> </div>   <div class="top-bar-mobile"> <div class="top-bar-mobile__container"> <div class="top-bar-mobile__links"> <ul> <li class="mobile-hide"><a target="_blank" href="https://www.marcumevents.com/">Events</a></li> <li><a href="https://www.marcumllp.com/newsletters">Newsletters</a></li> <li><a href="https://www.marcumllp.com/subscribe">Subscribe</a></li> <li><a target="_blank" href="https://marcumllp.sharefile.com">Client Portal</a></li> <li><a target="_blank" href="https://securepayment.link/marcumllp/">Make Payment</a></li> <li><a href="tel:+1-855-627-2861">(855) Marcum1</a></li> <li><a href="/cdn-cgi/l/email-protection#f891969e97b895998a9b8d95949488d69b9795">Email Us</a></li> </ul> </div> <div class="top-bar-mobile__social"> <ul> <li><a title="linkedin" target="_blank" href="https://www.linkedin.com/company/marcum-llp/"><span class="social-links__icon icon-linkedin"></span><span class="social-links__label">LinkedIn</span></a></li> <li><a title="facebook" target="_blank" href="https://www.facebook.com/MarcumLLP"><span class="social-links__icon icon-facebook"></span><span class="social-links__label">Facebook</span></a></li> <li><a title="twitter-x" target="_blank" href="https://twitter.com/MarcumLLP"><span class="social-links__icon icon-twitter-x"></span><span class="social-links__label">Twitter</span></a></li> <li><a title="instagram" target="_blank" href="https://www.instagram.com/MarcumLLP/"><span class="social-links__icon icon-instagram"></span><span class="social-links__label">Instagram</span></a></li> <li><a title="youtube" target="_blank" href="https://www.youtube.com/user/MarcumLLP/videos"><span class="social-links__icon icon-youtube"></span><span class="social-links__label">YouTube</span></a></li> </ul> </div> </div> </div>  </div> </div>   <div class="header__cta-mobile"> <a class="button" href="/ask-marcum" rel="nofollow">Contact Us</a> </div>   <button class="drawer-toggle reset" aria-label="Mobile Navigation"><span></span></button>  </div> </header> <div class="header-spacer"></div>   <div class="wrapper">  <main id="main" class="main" role="main" tabindex="-1">     <style media="screen"> .page-header__bg:not(.overlay--off)::before { opacity: 0.1;} .page-header__bg:not(.overlay--off)::after { background: linear-gradient(to right, rgba(33,41,54,1) 0%,rgba(33,41,54,0) 100%); } </style> <div class="page-header page-header--default page-header--tall page-header--light"> <div class="page-header__bg overlay--on" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/industry-insurance-banner.jpg')"></div> <div class="page-header__wrapper"> <div class="row row-site column"> <div class="page-header__body"> <div class="page-header__caption"> <span class="page-header__label label">Industries</span> <h1 class="page-header__headline">Insurance</h1> <div class="page-header__action"> <a class="button stroke" href="/ask-marcum" >Ask Marcum</a> </div> </div> </div> </div> </div> </div>   <div class="breadcrumbs"><div class="row row-site column"><ol itemscope itemtype="https://schema.org/BreadcrumbList"><li itemprop="itemListElement" itemscope itemtype="https://schema.org/ListItem"><a itemtype="https://schema.org/Thing" itemprop="item" href="/"><span class="icon-home"></span> <span class="breadcrumbs__label breadcrumbs__label--hidden" itemprop="name">Home</span></a><meta itemprop="position" content="1" /></li><li itemprop="itemListElement" itemscope itemtype="https://schema.org/ListItem"><a itemtype="https://schema.org/Thing" itemprop="item" href="/industries"><span class="breadcrumbs__label" itemprop="name">Industries</span></a><meta itemprop="position" content="2" /></li><li itemprop="itemListElement" itemscope itemtype="https://schema.org/ListItem"><a itemtype="https://schema.org/Thing" itemprop="item" href="https://www.marcumllp.com/industries/insurance"><span class="breadcrumbs__label" itemprop="name">Insurance</span></a><meta itemprop="position" content="3" /></li></ol></div></div>    <section class="section"> <div class="row row-site column"> <div class="page-body"> <div class="page-body__left"> <aside class="sidebar" data-aos="fade-in">   <div class="sidebar__module sidebar__module--off-white sidebar__module--links"> <h5>Related Industries</h5> <ul class="sidebar__menu-with-active"> <li><a href="/industries/alternative-investments" >Alternative Investments</a></li> <li><a href="/industries/broker-dealers" >Broker-Dealers</a></li> <li><a href="/industries/financial-institutions" >Financial Institutions</a></li> <li><a href="/industries/insurance" >Insurance</a></li> </ul> </div>   </aside> </div> <div class="page-body__right" data-aos="fade-in"> <p class="t5">Marcum’s Insurance Industry Group provides a wide range of services to both regional carriers and large insurance groups. We also service insurance agents, MGAs, MGUs and reinsurance companies and intermediaries.</p> <p class="t3">Clients include both publicly-traded and privately-held entities. In addition to traditional audit and tax services, the group’s professionals provide specialized consulting services. The group draws on the skills of numerous professionals experienced in both the insurance industry and public accounting. They possess extensive knowledge of trends and developments in the industry and are active in several professional organizations including the Captive Insurance Council of DC, the Society of Insurance Financial Managers, the AIDA Reinsurance and the Insurance Arbitrators Society. The group’s expertise includes property and casualty as well as life and health insurance companies.</p> </div> </div> </section>   <section class="section section--off-white pt10 pb10" > <div class="row row-site column"> <div class="split-panel split-panel--left split-panel--image"> <div class="split-panel__left"> <div class="split-panel__content body-bullets"> <h2 class="h1" data-aos="fade-up-xsmall" data-aos-delay="100">Why Choose Marcum?</h2> <div data-aos="fade-up-xsmall" data-aos-delay="200"> <div class="row t2"> <div class="small-12 medium-12 large-12 columns"> <p class="t3">Over the years, Marcum has been involved in complex engagements including configuring and installing the general ledger package for an assigned risk pool operator; serving as an accounting expert to the Special Litigation Committee of the Board of Directors of two large publicly traded insurers; and preparing forecasted financial statements used by a medical malpractice carrier to complete the licensing process in two states.</p> <div class="small-up-1 medium-up-3 large-up-2"> <div class="medium-6 large-4 column"> <ul class="bullets"> <li class="t3">We offer clients a team approach, utilizing all the resources of our business consulting and accounting practices.</li> <li class="t3">We offer access to our established network of strategic partners, contacts, and resources within the financial, banking and professional communities.</li> <li class="t3">We have the technical expertise you value and the personal service you deserve.</li> </ul> </div> <div class="medium-6 large-4 column"> <ul> <li class="t3">Our engagement partners and professional staff are readily available to you at all times.</li> <li class="t3">We take a flexible, practical approach to the delivery of services in the ever-changing business environment.</li> <li class="t3">We are founding members of The Leading Edge Alliance, an international group of independent accounting firms that provides us with affiliates in most major cities throughout the world.</li> </ul> </div> </div> </div> </div> </div> </div> </div> <div class="split-panel__right"> <div class="split-panel__double-images"> <div class="split-panel__double-image-one" data-aos="fade-up-left" data-aos-delay="300"> <img src="https://www.marcumllp.com/wp-content/uploads/double-feature-104.jpg" width="350" height="400" alt="" /> </div> <div class="split-panel__double-image-two" data-aos="fade-up-left" data-aos-delay="200"> <img src="https://www.marcumllp.com/wp-content/uploads/double-feature-05.jpg" width="350" height="400" alt="hand holding pen" /> </div> </div> </div> </div> </div> </section>   <section class="section section--bg pt10 pb10" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/banner-industry-financial-services.jpg');"> <div class="heading-block mb4"> <div class="row row-site column"> <div class="row"> <div class="medium-11 xlarge-10 xxlarge-9 medium-centered column"> <h2 class="label label--mb label" data-aos="fade-up-xsmall" data-aos-delay="100">Alerts</h2> <h3 class="h1" data-aos="fade-up-xsmall" data-aos-delay="200">Financial Institutions</h3> <div class="heading-block__cta"> <div data-aos="fade-up-xsmall" data-aos-delay="300"> <a class="button" href="/insights?industry=Financial%20Services" >READ THE LATEST ALERT <span class="icon-arrow-right-long icon-left"></span></a> </div> </div> </div> </div> </div> </div> </section>  <section class="section section--off-white pt10 pb10"> <div class="row t2"> <div class="small-12 medium-12 large-12 columns"> <h3 class="h1">Scope of Services</h3> <div class="small-up-1 medium-up-3 large-up-3"> <div class="medium-6 large-4 column"> <h3 class="subheader">Assurance Services</h3> <ul class="bullets"> <li class="t3">Certified audits, both statutory & GAAP basis.</li> <li class="t3">Audits of MGAs & MGUs.</li> <li class="t3">SSAE 16 engagements.</li> <li class="t3">Employee benefit plan audits.</li> </ul> </div> <div class="medium-6 large-4 column"> <h3 class="subheader">Accounting and Tax Services</h3> <ul class="bullets"> <li class="t3">Federal & state income tax preparation and planning.</li> <li class="t3">Statutory financial statement preparation.</li> <li class="t3">Internal reporting.</li> <li class="t3">Budgeting and forecasting.</li> <li class="t3">Reinsurance accounting.</li> <li class="t3">Investment accounting.</li> <li class="t3">Monthly accounting services.</li> </ul> </div> <div class="medium-6 large-4 column"> <h3 class="subheader">Surety Bond Investigations</h3> <ul class="bullets"> <li class="t3">Financial analysis of principal.</li> <li class="t3">Claims evaluation/administration.</li> <li class="t3">Indemnity investigations/sources of recovery.</li> <li class="t3">Monitoring project progress/cost estimates.</li> <li class="t3">Litigation support/principal tax issues.</li> <li class="t3">Administration of trust/escrow accounts.</li> <li class="t3">Cash flow analysis.</li> <li class="t3">Underwriting support.</li> </ul> </div> </div> <div class="small-up-1 medium-up-3 large-up-3"> <div class="medium-6 large-4 column"> <h3 class="subheader">Escrow Fund Management Services</h3> <ul class="bullets"> <li class="t3">Accounting and administration.</li> <li class="t3">Opening and maintaining bank accounts.</li> <li class="t3">Setting up client access to accounts.</li> <li class="t3">Reviewing proof of claims and determining correct payments.</li> <li class="t3">Looking beyond the payment required.</li> <li class="t3">Writing and processing checks with signatures.</li> <li class="t3">Identification of fraudulent and preferential transfers and payments.</li> <li class="t3">Returning undistributed funds.</li> <li class="t3">Accounting and internal control assessment.</li> <li class="t3">Performing monthly bank reconciliations.</li> <li class="t3">Fraud investigation.</li> <li class="t3">Escrow agent.</li> <li class="t3">Paying Agent.</li> </ul> </div> <div class="medium-6 large-4 column"> <h3 class="subheader">Advisory Services</h3> <ul class="bullets"> <li class="t3">Consulting services to boards of directors.</li> <li class="t3">Accounting systems design & configuration.</li> <li class="t3">Internal Audits.</li> <li class="t3">Internal control consulting – SOX 404 & model audit rule.</li> <li class="t3">Forensic audits & litigation support services.</li> <li class="t3">Due diligence for mergers & acquisitions.</li> <li class="t3">Corporate finance & strategic planning.</li> <li class="t3">Business plans & valuations.</li> <li class="t3">Assistance with capital raises.</li> <li class="t3">Formation of captive insurance companies.</li> <li class="t3">Claims assessment services.</li> </ul> </div> <div class="medium-6 large-4 column"> <h3 class="subheader">Fidelity Bond Investigations</h3> <ul class="bullets"> <li class="t3">Evaluate fact patterns.</li> <li class="t3">Identify sources of information.</li> <li class="t3">Analyze financial records.</li> <li class="t3">Interview witnesses.</li> <li class="t3">Interact with law enforcement agencies.</li> <li class="t3">Assist in litigation efforts.</li> <li class="t3">Testify as expert witnesses.</li> </ul> </div> </div> </div> </div> </section>  <section class="section section--white pt10 pb10"> <div class="card-carousel show-arrows"> <div class="card-carousel__header" data-aos="fade-in"> <div class="row row-site column"> <h3 class="h1" data-aos="fade-right" data-aos-delay="200">Insights & News</h3> <div class="js-carousel-arows card-carousel__arows"> <button class="slick-prev slick-arrow" aria-label="Previous" type="button"><span class="icon-arrow-left-long"></span></button> <button class="slick-next slick-arrow" aria-label="Next" type="button"><span class="icon-arrow-right-long"></span></button> </div> </div> </div> <div class="card-carousel__slider" data-aos="fade-in" data-aos-delay="200"> <div class="js-card-carousel">  <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/insights/enhancing-transparency-new-disclosure-requirements-for-agents-and-brokers-in-group-health-insurance"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Insights</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/insights-new-disclosure-requirements-for-agents-brokers-group-health-insurance-600x375.jpg" width="600" height="375" alt="Enhancing Transparency: New Disclosure Requirements for Agents and Brokers in Group Health Insurance" title="Enhancing Transparency: New Disclosure Requirements for Agents and Brokers in Group Health Insurance" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>April 10, 2024</span> </div> <h2 class="card__title">Enhancing Transparency: New Disclosure Requirements for Agents and Brokers in Group Health Insurance</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/insights/how-a-qualified-cpa-addresses-key-audit-needs-of-captive-insurance-companies"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Insights</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/insights-captive-insurance-company-audit-needs-600x375.jpg" width="600" height="375" alt="How a Qualified CPA Addresses Key Audit Needs of Captive Insurance Companies" title="How a Qualified CPA Addresses Key Audit Needs of Captive Insurance Companies" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>January 12, 2024</span> </div> <h2 class="card__title">How a Qualified CPA Addresses Key Audit Needs of Captive Insurance Companies</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/michael-balter-south-florida-business-journal-surging-commercial-property-insurance-rates"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">News</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/Michael-Balter-1-600x375.jpg" width="600" height="375" alt="Southeast Regional Managing Partner Michael Balter was quoted in South Florida Business Journal on surging commercial property insurance rates" title="Southeast Regional Managing Partner Michael Balter was quoted in South Florida Business Journal on surging commercial property insurance rates" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>September 28, 2023</span> </div> <h2 class="card__title">Southeast Regional Managing Partner Michael Balter was quoted in South Florida Business Journal on surging commercial property insurance rates</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/insights/new-york-based-firms-contributing-to-unemployment-insurance-now-owe-an-interest-assessment-surcharge-ias"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Insights</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/insights-ny-unemployment-insurance-interest-assessment-surcharge-600x375.jpg" width="600" height="375" alt="New York-Based Firms Contributing to Unemployment Insurance Now Owe an Interest Assessment Surcharge (IAS)" title="New York-Based Firms Contributing to Unemployment Insurance Now Owe an Interest Assessment Surcharge (IAS)" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>August 2, 2022</span> </div> <h2 class="card__title">New York-Based Firms Contributing to Unemployment Insurance Now Owe an Interest Assessment Surcharge (IAS)</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/insights/insurance-policy-language-complex-and-critically-important"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Insights</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/insights-insurance-policy-language-600x375.jpg" width="600" height="375" alt="Insurance Policy Language: Complex, and Critically Important" title="Insurance Policy Language: Complex, and Critically Important" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>June 16, 2022</span> </div> <h2 class="card__title">Insurance Policy Language: Complex, and Critically Important</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/insights/economic-injury-disaster-loan-eidl-application-deadline-approaching"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Insights</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/insights-economic-injury-disaster-loan-application-deadline-600x375.jpg" width="600" height="375" alt="Economic Injury Disaster Loan (EIDL) – Application Deadline Approaching" title="Economic Injury Disaster Loan (EIDL) – Application Deadline Approaching" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>December 20, 2021</span> </div> <h2 class="card__title">Economic Injury Disaster Loan (EIDL) – Application Deadline Approaching</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/press-releases/middle-market-companies-struggling-with-inflation-and-supply-chain-disruptions-reports-marcum-hofstra-survey"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Press Release</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/CEO-Survey-Social-No5-2021-600x375.jpg" width="600" height="375" alt="Middle-Market Companies Struggling with Inflation and Supply Chain Disruptions, Reports Marcum-Hofstra Survey" title="Middle-Market Companies Struggling with Inflation and Supply Chain Disruptions, Reports Marcum-Hofstra Survey" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>November 18, 2021</span> </div> <h2 class="card__title">Middle-Market Companies Struggling with Inflation and Supply Chain Disruptions, Reports Marcum-Hofstra Survey</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/press-releases/ceos-upbeat-despite-delta-variant-and-hiring-challenges-finds-marcum-hofstra-ceo-survey"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Press Release</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/CEO-Survey-Social-No4-2021-600x375.jpg" width="600" height="375" alt="CEOs Upbeat Despite Delta Variant and Hiring Challenges, Finds Marcum-Hofstra CEO Survey" title="CEOs Upbeat Despite Delta Variant and Hiring Challenges, Finds Marcum-Hofstra CEO Survey" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>September 22, 2021</span> </div> <h2 class="card__title">CEOs Upbeat Despite Delta Variant and Hiring Challenges, Finds Marcum-Hofstra CEO Survey</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/insights/sba-opens-paycheck-protection-program-direct-forgiveness-portal"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Insights</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/insights-sba-ppp-portal-600x375.jpg" width="600" height="375" alt="SBA Opens Paycheck Protection Program Direct Forgiveness Portal" title="SBA Opens Paycheck Protection Program Direct Forgiveness Portal" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>August 12, 2021</span> </div> <h2 class="card__title">SBA Opens Paycheck Protection Program Direct Forgiveness Portal</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/insights/biden-administration-releases-green-book-on-fy-2022-tax-proposals"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Insights</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/insights-green-book-600x375.jpg" width="600" height="375" alt="Biden Administration Releases Green Book on FY 2022 Tax Proposals" title="Biden Administration Releases Green Book on FY 2022 Tax Proposals" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>June 18, 2021</span> </div> <h2 class="card__title">Biden Administration Releases Green Book on FY 2022 Tax Proposals</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/press-releases/ceos-optimistic-but-concerned-finds-marcum-hofstra-survey"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Press Release</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/CEO-Survey-Social-No3-2021-600x375.jpg" width="600" height="375" alt="Mid-Market CEOs Optimistic but Concerned About Inflation, Finds Marcum-Hofstra Survey" title="Mid-Market CEOs Optimistic but Concerned About Inflation, Finds Marcum-Hofstra Survey" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>June 2, 2021</span> </div> <h2 class="card__title">Mid-Market CEOs Optimistic but Concerned About Inflation, Finds Marcum-Hofstra Survey</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>   <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/insights/paycheck-protection-program-runs-out-of-money"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Insights</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/insights-paycheck-protection-program-changes-ownership-600x375.jpg" width="600" height="375" alt="Paycheck Protection Program Runs Out of Money" title="Paycheck Protection Program Runs Out of Money" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>May 11, 2021</span> </div> <h2 class="card__title">Paycheck Protection Program Runs Out of Money</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>  </div> </div> </div> </section>    <section class="section section--white pt10 pb10"> <div class="card-carousel"> <div class="card-carousel__header" data-aos="fade-in"> <div class="row row-site column"> <h3 class="h1" data-aos="fade-right" data-aos-delay="200">Upcoming Events</h3> <div class="event-carousel__arows card-carousel__arows"> <button class="slick-prev slick-arrow" aria-label="Previous" type="button"><span class="icon-arrow-left-long"></span></button> <button class="slick-next slick-arrow" aria-label="Next" type="button"><span class="icon-arrow-right-long"></span></button> </div> </div> </div> <div class="card-carousel__slider"> <div class="industry-event-carousel">  <div class="card-carousel__slides"> <div class="card-carousel__slides-block "> <article class="card card--has-button zoom-trigger"> <a href="//www.marcumevents.com/events/2024-year-end-tax-forum-nashville" target="_blank"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Events</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/sites/2/2024/10/social-YETF-2024-600x375.jpg" width="600" height="375" alt="2024 CBIZ/Holland & Knight Nashville Year-End Tax Forum" title="2024 CBIZ/Holland & Knight Nashville Year-End Tax Forum" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>December 17, 2024</span> </div> <h2 class="card__title">2024 CBIZ/Holland & Knight Nashville Year-End Tax Forum</h2> <p class="greene">Nashville, TN</p> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Event Details</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> </div>  </div> </div> </div> </section>   <section class="section section--off-white pt10 pb10"> <div class="row row-site column"> <div class="people-locations js-people-locations"> <h3 class="h1" data-aos="fade-right" data-aos-delay="100">Contacts</h3> <div class="people-locations__filter"> <p class="people-locations__filter-title" data-aos="fade-right" data-aos-delay="200">Select the region to view contacts.</p> <div class="people-locations__filter-row js-people-locations-filter" data-aos="fade-in" data-aos-delay="300"> <ul> <li class="active"><a href="#">All Offices</a></li> <li><a href="#">Connecticut</a></li> <li><a href="#">New York</a></li> </ul> </div> </div> <div class="row xsmall-up-2 medium-up-3 large-up-4 xxlarge-up-5 people-locations__filter-list js-people-locations-list">  <div data-location="New York" class="column column-block ajax-item" data-aos="fade-up-xsmall"> <div class="bio"> <div class="bio__image"> <a href="https://www.marcumllp.com/people/richard-cooke"><img src="https://www.marcumllp.com/wp-content/uploads/Richard-Cooke-220x264.jpg" width="220" height="264" alt="Richard Cooke" title="Richard Cooke" /></a> <div class="bio__links"> <ul> <li><a href="https://www.marcumllp.com/wp-content/uploads/Richard_Cooke.vcf" download="https://www.marcumllp.com/wp-content/uploads/Richard_Cooke.vcf"><span class="icon-contact-card"></span></a></li> <li><a href="javascript:window.location.href=atob('bWFpbHRvOnJpY2hhcmQuY29va2VAbWFyY3VtbGxwLmNvbT9zdWJqZWN0PVF1ZXN0aW9uIC0gTWFyY3VtIExMUCBXZWJzaXRl')"><span class="icon-mail"></span></a></li> <li><a href="https://www.linkedin.com/pub/richard-cooke/a/839/869" target="_blank"><span class="icon-linkedin"></span></a></li> </ul> </div> </div> <div class="bio__body"> <h3 class="bio__name"><a href="https://www.marcumllp.com/people/richard-cooke">Richard Cooke</a></h3> <h4 class="bio__title">Partner</h4> <ul class="bio__meta"> <li>Assurance</li> <li> Melville, NY</li> </ul> </div> </div> </div>   <div data-location="Connecticut" class="column column-block ajax-item" data-aos="fade-up-xsmall"> <div class="bio"> <div class="bio__image"> <a href="https://www.marcumllp.com/people/marc-giampaola"><img src="https://www.marcumllp.com/wp-content/uploads/Marc-Giampaola-220x264.jpg" width="220" height="264" alt="Marc J. Giampaola" title="Marc J. Giampaola" /></a> <div class="bio__links"> <ul> <li><a href="https://www.marcumllp.com/wp-content/uploads/Marc-Giampaola.vcf" download="https://www.marcumllp.com/wp-content/uploads/Marc-Giampaola.vcf"><span class="icon-contact-card"></span></a></li> <li><a href="javascript:window.location.href=atob('bWFpbHRvOm1hcmMuZ2lhbXBhb2xhQG1hcmN1bWxscC5jb20/c3ViamVjdD1RdWVzdGlvbiAtIE1hcmN1bSBMTFAgV2Vic2l0ZQ==')"><span class="icon-mail"></span></a></li> <li><a href="https://www.linkedin.com/in/marc-giampaola-30229153" target="_blank"><span class="icon-linkedin"></span></a></li> </ul> </div> </div> <div class="bio__body"> <h3 class="bio__name"><a href="https://www.marcumllp.com/people/marc-giampaola">Marc J. Giampaola</a></h3> <h4 class="bio__title">Partner</h4> <ul class="bio__meta"> <li>Assurance</li> <li> Hartford, CT</li> </ul> </div> </div> </div>   <div data-location="Connecticut" class="column column-block ajax-item" data-aos="fade-up-xsmall"> <div class="bio"> <div class="bio__image"> <a href="https://www.marcumllp.com/people/michael-parillo"><img src="https://www.marcumllp.com/wp-content/uploads/Michael-Parillo-220x264.jpg" width="220" height="264" alt="Michael Parillo" title="Michael Parillo" /></a> <div class="bio__links"> <ul> <li><a href="https://www.marcumllp.com/wp-content/uploads/Michael-Parillo.vcf" download="https://www.marcumllp.com/wp-content/uploads/Michael-Parillo.vcf"><span class="icon-contact-card"></span></a></li> <li><a href="javascript:window.location.href=atob('bWFpbHRvOm1pY2hhZWwucGFyaWxsb0BtYXJjdW1sbHAuY29tP3N1YmplY3Q9UXVlc3Rpb24gLSBNYXJjdW0gTExQIFdlYnNpdGU=')"><span class="icon-mail"></span></a></li> <li><a href="https://www.linkedin.com/in/michael-parillo-03284715/" target="_blank"><span class="icon-linkedin"></span></a></li> </ul> </div> </div> <div class="bio__body"> <h3 class="bio__name"><a href="https://www.marcumllp.com/people/michael-parillo">Michael Parillo</a></h3> <h4 class="bio__title">Director</h4> <ul class="bio__meta"> <li>Advisory</li> <li> Hartford, CT</li> </ul> </div> </div> </div>   <div data-location="Connecticut" class="column column-block ajax-item" data-aos="fade-up-xsmall"> <div class="bio"> <div class="bio__image"> <a href="https://www.marcumllp.com/people/michael-shoff"><img src="https://www.marcumllp.com/wp-content/uploads/Michael-Shoff-220x264.jpg" width="220" height="264" alt="Michael Shoff" title="Michael Shoff" /></a> <div class="bio__links"> <ul> <li><a href="https://www.marcumllp.com/wp-content/uploads/Michael-Shoff.vcf" download="https://www.marcumllp.com/wp-content/uploads/Michael-Shoff.vcf"><span class="icon-contact-card"></span></a></li> <li><a href="javascript:window.location.href=atob('bWFpbHRvOm1pY2hhZWwuc2hvZmZAbWFyY3VtbGxwLmNvbT9zdWJqZWN0PVF1ZXN0aW9uIC0gTWFyY3VtIExMUCBXZWJzaXRl')"><span class="icon-mail"></span></a></li> <li><a href="https://www.linkedin.com/in/michael-shoff-cpa-mba-2a8588100/" target="_blank"><span class="icon-linkedin"></span></a></li> </ul> </div> </div> <div class="bio__body"> <h3 class="bio__name"><a href="https://www.marcumllp.com/people/michael-shoff">Michael Shoff</a></h3> <h4 class="bio__title">Director</h4> <ul class="bio__meta"> <li>Advisory</li> <li> Hartford, CT</li> </ul> </div> </div> </div>  </div> </div> </div> </section>  <section class="section section--off-white"> <div class="banner-card banner-card--right"> <div class="banner-card__inner"> <div class="banner-card__bg" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/page-banner-card-ask-marcum.jpg')"> </div> <div class="banner-card__container"> <div class="row row-site column"> <div class="banner-card__body body-bullets"> <h3 class="h1">Have a Question? Ask Marcum</h3> <div><div>  <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script><script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/v2.js"></script> <script> hbspt.forms.create({ portalId: "136649", formId: "41bc8e07-ae63-471d-98d9-b753066997b0" }); </script> </div> </div> </div> </div> </div> </div> </div> </section>      </main>   <footer class="footer" role="contentinfo">  <div class="footer__subscribe"> <div class="row row-site column"> <div class="footer__subscribe-left"> <h3 class="footer__subscribe-headline">Stay in Touch.</h3> <h4 class="footer__subscribe-subtitle">Sign Up for Marcum’s Newsletters.</h4> </div> <div class="footer__subscribe-right"> <a class="footer__subscribe__button button secondary" href="/subscribe">Subscribe</a> </div> </div> </div>   <div class="footer__top"> <div class="row row-site column"> <div class="footer__top-links"> <ul> <li><a href="https://www.marcumllp.com/services">Services</a></li> <li><a href="https://www.marcumllp.com/industries">Industries</a></li> <li><a href="https://www.marcumllp.com/firm">Firm</a></li> <li><a href="https://www.marcumllp.com/people">People</a></li> <li><a href="https://www.marcumllp.com/insights">Insights</a></li> <li><a href="/news">News</a></li> <li><a href="https://www.marcumllp.com/offices">Offices</a></li> </ul> </div> <div class="footer__top-social"> <span class="footer__top-social-label">Connect With Us</span> <ul> <li><a title="linkedin" target="_blank" href="https://www.linkedin.com/company/marcum-llp/"><span class="social-links__icon icon-linkedin"></span><span class="social-links__label">LinkedIn</span></a></li> <li><a title="facebook" target="_blank" href="https://www.facebook.com/MarcumLLP"><span class="social-links__icon icon-facebook"></span><span class="social-links__label">Facebook</span></a></li> <li><a title="twitter-x" target="_blank" href="https://twitter.com/MarcumLLP"><span class="social-links__icon icon-twitter-x"></span><span class="social-links__label">Twitter</span></a></li> <li><a title="instagram" target="_blank" href="https://www.instagram.com/MarcumLLP/"><span class="social-links__icon icon-instagram"></span><span class="social-links__label">Instagram</span></a></li> <li><a title="youtube" target="_blank" href="https://www.youtube.com/user/MarcumLLP/videos"><span class="social-links__icon icon-youtube"></span><span class="social-links__label">YouTube</span></a></li> </ul> </div> </div> </div>   <div class="footer__middle"> <div class="row row-site column"> <div class="footer__middle-container"> <div class="footer__middle-col footer__middle-col--1"> <h3 class="footer__middle-title">About Marcum LLP</h3> <div class="footer__about"> <p>Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing.</p> <a class="text-button tiny" href="/firm" >Learn More <span class="icon-right icon-arrow-right-long"></span></a> </div> </div> <div class="footer__middle-col footer__middle-col--2"> <h3 class="footer__middle-title">Offices</h3> <div class="footer__addr"> <p class="footer__addr-hq"><span class="footer__addr-title">Headquarters</span> 730 3rd Avenue<br /> 11th Floor<br /> New York, NY 10017 <br /></p> <p class="footer__addr-link"><a class="text-button tiny" href="/offices">Find an Office <span class="icon-arrow-right-long"></span></a></p> </div> <h3 class="footer__middle-title">Contact Us</h3> <ul> <li><a href="tel:+1-855-627-2861">(855) MARCUM1</a></li> <li><a href="/cdn-cgi/l/email-protection#4f262129200f222e3d2c3a2223233f612c2022"><span class="__cf_email__" data-cfemail="543d3a323b143935263721393838247a373b39">[email protected]</span></a></li> </ul> </div> <div class="footer__middle-col footer__middle-col--3"> <h3 class='footer__middle-title'>Affiliations</h3><div class='footer__logos'><a href='https://www.marcumllp.com/firm/international-capabilities'><img width="190" height="80" src="https://www.marcumllp.com/wp-content/uploads/LEA-1.png" class="attachment-full size-full" alt="" decoding="async" loading="lazy" /></a><a href='https://www.marcumllp.com/firm/international-capabilities'><img width="190" height="80" src="https://www.marcumllp.com/wp-content/uploads/ecovis.jpg" class="attachment-full size-full" alt="" decoding="async" loading="lazy" /></a></div> </div> <div class="footer__middle-col footer__middle-col--4"> <h3 class="footer__middle-title">Foundation</h3> <div class="footer__logos"> <a href="https://www.marcumfoundation.org/" target="_blank" rel="nofollow"><img src="https://www.marcumllp.com/wp-content/uploads/marcumfoundation-footer-logo.png" width="136" height="43" alt="" /></a> </div> <div class="footer__email-logo"> <a href="https://securemail.marcumllp.com/encrypt" target="_blank" rel="nofollow"><img src="/wp-content/uploads/private-portal.png" width="336" height="118" alt="Private Portal - Secure Email Delivery" /></a> </div> </div> </div> </div> </div>   <div class="footer__bottom"> <div class="row row-site column"> <div class="footer__bottom-row"> <div class="footer__bottom-left"> <span class="footer__bottom-copy">© 2024 Marcum LLP. All Rights Reserved. <ul> <li><a href="https://www.marcumllp.com/privacy-policy">Privacy Policy</a></li> <li><a href="https://www.marcumllp.com/legal-notice">Legal Notice</a></li> </ul> </span> </div> <div class="footer__bottom-right"> <a class="footer__bottom-top js-top" href="#" rel="nofollow"><span class="footer__bottom-top-text">Back to Top</span> <span class="footer__bottom-top-icon icon-arrow-up-long"></span></a> </div> </div> <div class="footer__disclaimer"> <div class="site-disclaimer"> <p>“CBIZ” is the brand name under which CBIZ CPAs P.C. and CBIZ Inc. and its subsidiaries, including CBIZ Advisors, LLC, provide professional services. CBIZ CPAs P.C. and CBIZ, Inc. (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CBIZ CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients. In certain states, CBIZ CPAs P.C. may still operate under the name Mayer Hoffman McCann. CBIZ, Inc. and its subsidiary entities provide tax, advisory, and consulting services to their clients. CBIZ, Inc. and its subsidiary entities are not licensed CPA firms and, therefore, cannot provide attest services. </p> </div> </div> </div> </div>  </footer>   <div class="cta-bar cta-bar--site"> <div class="cta-bar__container"> <div class="cta-bar__inner"> <div class="cta-bar__left"> <div class="cta-bar__valign"> <span class="cta-bar__label label label--green">Next Steps</span> <span class="cta-bar__title">Have a question? Contact us today.</span> </div> </div> <div class="cta-bar__right"> <a class="" href="/ask-marcum"><span class="icon-help"></span> Ask Marcum</a> <a href="/cdn-cgi/l/email-protection#b3daddd5dcf3ded2c1d0c6dedfdfc39dd0dcde"><span class="icon-mail"></span> Email Us</a> <a href="tel:+1-855-627-2861" rel="nofollow"><span class="icon-phone"></span> (855) MARCUM1</a> </div> <button class="cta-bar__hide" type="button"><span class="icon-close"></span></button> </div> <div class="cta-bar__mobile-toggle">Next Steps <span class="icon-arrow-right"></span></div> </div> </div>  </div>  </div>  <div id="mv-grow-data" data-settings='{"general":{"contentSelector":false,"show_count":{"content":false,"sidebar":false,"pop_up":false,"sticky_bar":false},"isTrellis":false},"post":null,"shareCounts":[],"shouldRun":true,"buttonSVG":{"share":{"height":32,"width":26,"paths":["M20.8 20.8q1.984 0 3.392 1.376t1.408 3.424q0 1.984-1.408 3.392t-3.392 1.408-3.392-1.408-1.408-3.392q0-0.192 0.032-0.448t0.032-0.384l-8.32-4.992q-1.344 1.024-2.944 1.024-1.984 0-3.392-1.408t-1.408-3.392 1.408-3.392 3.392-1.408q1.728 0 2.944 0.96l8.32-4.992q0-0.128-0.032-0.384t-0.032-0.384q0-1.984 1.408-3.392t3.392-1.408 3.392 1.376 1.408 3.424q0 1.984-1.408 3.392t-3.392 1.408q-1.664 0-2.88-1.024l-8.384 4.992q0.064 0.256 0.064 0.832 0 0.512-0.064 0.768l8.384 4.992q1.152-0.96 2.88-0.96z"]},"facebook":{"height":32,"width":18,"paths":["M17.12 0.224v4.704h-2.784q-1.536 0-2.080 0.64t-0.544 1.92v3.392h5.248l-0.704 5.28h-4.544v13.568h-5.472v-13.568h-4.544v-5.28h4.544v-3.904q0-3.328 1.856-5.152t4.96-1.824q2.624 0 4.064 0.224z"]},"twitter":{"height":30,"width":32,"paths":["M30.3 29.7L18.5 12.4l0 0L29.2 0h-3.6l-8.7 10.1L10 0H0.6l11.1 16.1l0 0L0 29.7h3.6l9.7-11.2L21 29.7H30.3z M8.6 2.7 L25.2 27h-2.8L5.7 2.7H8.6z"]},"linkedin":{"height":32,"width":27,"paths":["M6.24 11.168v17.696h-5.888v-17.696h5.888zM6.624 5.696q0 1.312-0.928 2.176t-2.4 0.864h-0.032q-1.472 0-2.368-0.864t-0.896-2.176 0.928-2.176 2.4-0.864 2.368 0.864 0.928 2.176zM27.424 18.72v10.144h-5.856v-9.472q0-1.888-0.736-2.944t-2.272-1.056q-1.12 0-1.856 0.608t-1.152 1.536q-0.192 0.544-0.192 1.44v9.888h-5.888q0.032-7.136 0.032-11.552t0-5.28l-0.032-0.864h5.888v2.56h-0.032q0.352-0.576 0.736-0.992t0.992-0.928 1.568-0.768 2.048-0.288q3.040 0 4.896 2.016t1.856 5.952z"]},"print":{"height":32,"width":30,"paths":["M27.712 9.152c1.28 0 2.4 1.12 2.4 2.496v11.712c0 1.344-1.12 2.464-2.4 2.464h-2.432l1.088 4.896h-22.112l0.864-4.896h-2.624c-1.44 0-2.496-1.12-2.496-2.464v-11.712c0-1.376 1.056-2.496 2.496-2.496h3.072v-3.744h1.088v-4.128h16.864v4.128h1.088v3.744h3.104zM7.776 2.784v9.344h14.624v-9.344h-14.624zM4.16 15.232c0.96 0 1.76-0.768 1.76-1.728 0-0.896-0.8-1.696-1.76-1.696-0.928 0-1.728 0.8-1.728 1.696 0 0.96 0.8 1.728 1.728 1.728zM6.176 29.248h18.144l-1.504-7.744h-15.488zM14.24 25.632h-4.448v-1.12h4.448v1.12zM20.576 25.632h-4.448v-1.12h4.448v1.12z"]}},"utmParams":[],"pinterest":{"pinDescriptionSource":"image_alt_tag","pinDescription":null,"pinTitle":null,"pinImageURL":null,"pinnableImages":null,"postImageHidden":null,"postImageHiddenMultiple":null,"lazyLoadCompatibility":null,"buttonPosition":"","buttonShape":null,"showButtonLabel":null,"buttonLabelText":null,"buttonShareBehavior":"post_image","hoverButtonShareBehavior":null,"minimumImageWidth":null,"minimumImageHeight":null,"showImageOverlay":null,"postTypeDisplay":null,"imagePinIt":"0","hasContent":"1","shareURL":"https:\/\/www.marcumllp.com\/industries\/insurance","bypassClasses":["mv-grow-bypass","no_pin"],"bypassDenyClasses":["dpsp-post-pinterest-image-hidden-inner","mv-create-pinterest"],"ignoreSelectors":[],"hoverButtonIgnoreClasses":["lazyloaded","lazyload","td-animation-stack","ezlazyloaded","penci-lazy","ut-lazy","ut-image-loaded","ut-animated-image"],"disableIframes":null}}'></div><style id='core-block-supports-inline-css' type='text/css'> /** * Core styles: block-supports */ </style> <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script><script type="text/javascript" id="dpsp-frontend-js-pro-js-before"> /* <![CDATA[ */ var dpsp_pin_button_data = {"pin_description_source":"image_alt_tag","pinterest_button_share_behavior":"post_image"} /* ]]> */ </script> <script type="text/javascript" async data-noptimize src="https://www.marcumllp.com/wp-content/plugins/social-pug/assets/dist/front-end-pro.js?ver=2.20.0" id="dpsp-frontend-js-pro-js"></script> <script type="text/javascript" id="extras_js-js-extra"> /* <![CDATA[ */ var ajax_obj = {"ajaxurl":"https:\/\/www.marcumllp.com\/wp-admin\/admin-ajax.php"}; /* ]]> */ </script> <script type="text/javascript" src="https://www.marcumllp.com/wp-content/themes/marcum/assets/js/extras.js?ver=081720890" id="extras_js-js"></script> <script type="text/javascript" src="https://www.marcumllp.com/wp-content/themes/marcum/assets/js/scripts.js?ver=081720890" id="scripts_js-js"></script>  <script type="text/javascript" id="hs-script-loader" async defer src="//js.hs-scripts.com/136649.js"></script>  <script>(function(){var s = document.createElement('script'),e = ! document.body ? document.querySelector('head') : document.body;s.src = 'https://acsbapp.com/apps/app/dist/js/app.js';s.async = true;s.onload = function(){acsbJS.init({statementLink : '',footerHtml : ' ',hideMobile : false,hideTrigger : false,language : 'en',position : 'left',leadColor : '#00a0af',triggerColor : '#00a0af',triggerRadius : '50%',triggerPositionX : 'left',triggerPositionY : 'bottom',triggerIcon : 'people',triggerSize : 'medium',triggerOffsetX : 20,triggerOffsetY : 20,mobile : {triggerSize : 'small',triggerPositionX : 'left',triggerPositionY : 'bottom',triggerOffsetX : 5,triggerOffsetY : 5,triggerRadius : '50%'}});};e.appendChild(s);}());</script>  </body> </html>

CINXE.COM

Insurance | Marcum LLP | Accountants and Advisors