Technology | Marcum LLP | Accountants and Advisors

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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 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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> 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href="https://www.marcumllp.com/industries/technology"><span class="breadcrumbs__label" itemprop="name">Technology</span></a><meta itemprop="position" content="3" /></li></ol></div></div>   <section class="section section--white pt10 pb4"> <div class="row row-site column"> <div class="row"> <div class="medium-11 xlarge-10 xxlarge-9 medium-centered column" data-aos="fade-in" data-aos-delay="200"> <p class="t5">Marcum’s Technology practice endeavors to be the best in the eyes of our prospective clients, clients and firm members regarding expertise and service.</p> <p class="t3">We strive to build value by delivering services and solutions in innovative and cost effective ways for well-funded start-ups through middle market public and private companies within the <strong>following industry sectors:</strong></p> </div> </div> </div> </section>  <section class="section section--white pt4 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"> <div data-aos="fade-up-xsmall" data-aos-delay="100"> <h3>Technology</h3> <ul class="bullets"> <li class="t3">Software (Enterprise and SaaS).</li> <li class="t3">Hardware.</li> <li class="t3">Services relating to information technology.</li> <li class="t3">loT.</li> </ul> <h3>Energy</h3> <ul class="bullets"> <li class="t3">Renewable energy.</li> <li class="t3">Clean technology.</li> <li class="t3">Green technology.</li> </ul> <h3>Advanced Manufacturing</h3> <ul class="bullets"> <li class="t3">Innovative technologies.</li> <li class="t3">Process technologies.</li> </ul> </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-63.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-66.jpg" width="350" height="400" alt="" /> </div> </div> </div> </div> </div> </section>  <section class="section section--white pt2 pb2"> <div class="row row-site column"> <div class="row"> <div class="medium-11 xlarge-10 xxlarge-9 medium-centered column" data-aos="fade-in" data-aos-delay="200"> <div class="row "> <div class="small-12 medium-12 large-12 column"> <h2 class="center">Contact the National Leader</h2> </div> </div> </div> </div> </div> </section> <section class="section section--white pt0 pb10"> <div class="row row-site column">  <div class="row"> <div class="large-11 xlarge-10 xxlarge-8 large-centered column"> <div class="featured-contact"> <div class="post-bio"> <div class="post-bio__image post-bio__image--square" data-aos="fade-right" data-aos-delay="100"><a href="https://www.marcumllp.com/people/michael-brooder"><img src="https://www.marcumllp.com/wp-content/uploads/Michael-Brooder-220x264.jpg" width="220" height="264" alt="Michael K. Brooder" title="Michael K. Brooder" /></a></div> <div class="post-bio__body"> <h3 class="post-bio__title" data-aos="fade-up-xsmall" data-aos-delay="0">Michael K. Brooder</h3> <span class="post-bio__subtitle" data-aos="fade-up-xsmall" data-aos-delay="100">National Technology & Life Sciences Leader</span> <div class="post-bio__links" data-aos="fade-up-xsmall" data-aos-delay="200"> <ul> <li><a href="https://www.marcumllp.com/wp-content/uploads/Michael-Brooder.vcf" download="https://www.marcumllp.com/wp-content/uploads/Michael-Brooder.vcf"><span class="icon-contact-card"></span> Download vCard</a></li> <li><a href="/cdn-cgi/l/email-protection#bed3d7ddd6dfdbd290dcccd1d1dadbcc91dfca91d3dfccddcbd3d2d2ce90ddd1d381cdcbdcd4dbddca83efcbdbcdcad7d1d09e939ef3dfccddcbd39ef2f2ee9ee9dbdccdd7cadb" target="_blank"><span class="icon-mail"></span> Email Michael</a></li> <li><a href="https://www.linkedin.com/in/mbrooderct" target="_blank"><span class="icon-linkedin"></span> Connect on LinkedIn</a></li> </ul> </div> <div class="post-bio__actions" data-aos="fade-up-xsmall" data-aos-delay="300"><a class="button tiny" href="https://www.marcumllp.com/people/michael-brooder">View Profile</a></div> </div> </div> </div> </div> </div>  </div> </section>  <section class="section section--white"> <div class="banner-card "> <div class="banner-card__inner"> <div class="banner-card__bg" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/banner-service-advisory-risk-advisory-services-1.jpg')"> </div> <div class="banner-card__container"> <div class="row row-site column"> <div class="banner-card__body body-bullets"> <h2 class="h1">Marcum’s Experience</h2> <p class="t3">Companies within the high tech sectors’ face a number of issues and obstacles in today’s changing global landscape and strive to pursue innovative solutions to address today’s challenges. There is a critical need for these companies to engage professionals that understand these challenges. Our firm members have extensive industry expertise that allows us to provide the breadth and depth of experience necessary to effectively and efficiently develop strategies needed to meet client requirements. With memberships in organizations such as: Bounce Innovation Hub, Center of Excellence – Wireless & Information Technology, Connecticut Innovations, Connecticut Technology Council, Comeback Capital, Fei Silicon Valley, HIA-LI, Jumpstart, Link Silicon Valley, Long Island Women in Tech, Magnet Inspire, New England Medical Innovation Center (NEMIC), North Coast Ventures, Octane, OhioX, reset, and Yale Innovations, our Technology team members participate in many industry groups.</p> <p>Marcum is committed to the growth and success of our clients by providing strategic and timely assurance, consulting and taxation services.</p> <div class="row"> <div class="small-12 medium-12 large-12 column"> <h3>We have decades of experience serving clients involved with:</h3> <div class="small-12 medium 3 large-4 column"> <ul class="bullets"> <li class="t3">Raising capital</li> <li class="t3">Investor exits</li> <li class="t3">Complex revenue recognition</li> </ul> </div> <div class="small-12 medium 3 large-4 column"> <ul class="bullets"> <li class="t3">Equity compensation</li> <li class="t3">International expansion</li> <li class="t3">Reliance on intellectual property</li> </ul> </div> <div class="small-12 medium 3 large-4 column"> <ul class="bullets"> <li class="t3">Mergers and acquisitions</li> <li class="t3">Initial public offerings</li> <li class="t3">Uplift strategies</li> </ul> </div> </div> </div> </div> </div> </div> </div> </div> </section>  <section class="section section--white pt10 pb10"> <div class="row"> <h3 class="h1">Scope of Services</h3> <div class="small-12 large-12 column"> <h3 class="subheader">Assurance Services</h3> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">Audits, Reviews and Compilations of Financial Statements of Public and Private Companies</li> <li class="t3">Internal Audits</li> </ul> </div> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">Pension and Benefit Plan Review and Audits (ERISA)</li> <li class="t3">Financial Forecasts and Projections</li> </ul> </div> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">Internal Controls Review and Design</li> <li class="t3">Due Diligence on Acquisitions/Divestitures</li> <li class="t3">Custom Assurance Services</li> </ul> </div> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">Agreed Upon Procedures</li> <li class="t3">Quality of Earnings</li> <li class="t3">Reverse Mergers and Recapitalizations</li> </ul> </div> </div> </div> <div class="row"> <div class="small-12 large-12 column"> <h3 class="subheader">Tax Services</h3> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">Tax Return Preparation and Compliance</li> <li class="t3">Tax Department Outsourcing</li> <li class="t3">International Taxation Services</li> </ul> </div> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">State and Local Taxation Services</li> <li class="t3">Alternative Minimum Tax Planning</li> <li class="t3">Federal, State and Local Tax Planning and Consulting</li> </ul> </div> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">Succession Planning</li> <li class="t3">IRS Examination Assistance</li> <li class="t3">ASC 740 (FAS 109 and FIN 48)</li> </ul> </div> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">Tax Credits and Incentives</li> <li class="t3">Quality of Earnings</li> </ul> </div> </div> </div> <div class="row"> <div class="small-12 large-12 column"> <h3 class="subheader">Advisory & Consulting Services</h3> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">IPO Readiness</li> <li class="t3">Family Wealth Services</li> <li class="t3">Accounting Services</li> <li class="t3">Bank Financing Assistance</li> <li class="t3">Valuation Services</li> </ul> </div> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">SEC Outsourcing Post Transaction Support</li> <li class="t3">Business Acquisition and Sale Support</li> <li class="t3">Forensic Accounting</li> <li class="t3">Fraud Investigations</li> </ul> </div> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">Litigation Support/Expert Testimony</li> <li class="t3">Strategic Planning and Profit Enhancement</li> <li class="t3">Going Private Transactions</li> <li class="t3">Transaction Advisory Services</li> </ul> </div> <div class="small-12 large-3 column"> <ul class="bullets"> <li class="t3">Accounting Assistance and Back Office Services</li> <li class="t3">Information Risk Management</li> <li class="t3">Operation Effectiveness</li> <li class="t3">Privacy and Compliance</li> </ul> </div> </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">Case Studies</h2> <div data-aos="fade-up-xsmall" data-aos-delay="200"> <p class="t3 bold">Marcum Technology Provides Stability, Reliability and Availability for Higher Education</p> <p><a class="button" href="https://www.marcumllp.com/case-studies/marcum-technology-provides-stability-reliability-and-availability-for-higher-education">Read Case Study</a></p> <p class="t3 bold">Marcum Delivers Technology Roadmap to an Academic Health System</p> <p><a class="button" href="https://www.marcumllp.com/case-studies/marcum-delivers-technology-roadmap-to-an-academic-health-system">Read Case Study</a></p> <p class="t3 bold">Forensic Accounting Meets Digital Analytics</p> <p><a class="button" href="https://www.marcumllp.com/case-studies/forensic-accounting-meets-digital-analytics">Read Case Study</a></p> <p class="t3 bold">Marcum Technology’s Intelligent Prism Solution Delivers Advanced Data Transformation Services to Meet Client’s Compressed Timeline</p> <p><a class="button" href="https://www.marcumllp.com/case-studies/marcum-technologys-intelligent-prism-solution-delivers-advanced-data-transformation-services-to-meet-clients-compressed-timeline">Read Case Study</a></p> </div> </div> </div> <div class="split-panel__right"> <div class="split-panel__image" data-aos="fade-left" data-aos-delay="100"> <img src="https://www.marcumllp.com/wp-content/uploads/inside-casestudy-technology.jpg" width="600" height="400" alt="" /> </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 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