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Digital Advisory Services | Marcum LLP | Accountants and Advisors
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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> <!-- End Mega Menu Firm --> </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"> <!-- Begin Mega Menu People --> <div class="mega-menu__row mega-menu__row--image"> <div class="mega-menu__people"> <div class="people-filter"> <!-- Begin People Alpha 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> <!-- End People Alpha Filter --> <!-- Begin People Search Form --> <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> <!-- End People Search Form --> </div> </div> <div class="mega-menu__image" style="background-image:url('/wp-content/uploads/mega-menu-thumb-01.jpg')"> </div> </div> <!-- End Mega Menu People --> </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"> <!-- Begin Mega Menu Insights --> <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" /> <!-- <div class="zoom-img" style="background-image: url('/wp-content/uploads/tax-guide-2023-nav.jpg');"></div>--> </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> <!-- End Mega Menu Insights --> </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"> <!-- Begin Mega Menu News --> <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> <!-- End Mega Menu News --> </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"> <!-- Begin Mega Menu Offices --> <div class="mega-menu__row"> <div class="mega-menu__offices"> <!-- <div class="mega-menu__offices-left"> <div class="mega-menu__office-addr"> <h3 class="mega-menu__office-addr-headline">Headquarters</h3> <img class="mega-menu__office-addr-img" src="https://www.marcumllp.com/wp-content/uploads/NY-BG-1-600x375.jpg" width="600" height="375" alt="" /> <h5></h5> <p>730 3rd Avenue<br /> 11th Floor<br /> New York, NY 10017</p> <a class="button tiny" href="/offices/new-york-city-new-york">Map & Directions</a> </div> </div>--> <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, 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For more information, contact <a href="/cdn-cgi/l/email-protection#85ede0e9e9eac5e8e4f7e6f0e8f1e0e6edebeae9eae2fcabe6eae8baf6f0e7efe0e6f1b8d2e0e7f6ecf1e0a5d7e0f4f0e0f6f1a5a8a5c1ece2ecf1e4e9a5c4e1f3ecf6eaf7fca5d6e0f7f3ece6e0f6"><span class="__cf_email__" data-cfemail="177f727b7b78577a766574627a6372747f79787b78706e3974787a">[email protected]</span></a>.</p> </div> </div> </section> <!-- End Two Column Layout --> <!-- Begin Card Setion --> <section class="section foo section--off-white pt10 pb10"> <div class="heading-block mb8"> <div class="row row-site column"> <div class="row"> <div class="small-11 medium-10 large-9 xlarge-8 small-centered column"> <h2 class="h1" data-aos="fade-up-xsmall" data-aos-delay="100">Digital Advisory Services</h2> </div> </div> </div> </div> <div class="row row-site column"> <div class="card-list row xsmall-up-1 medium-up-2 xlarge-up-3"> <!-- Begin Card --> <div class="column column-block card-list__block" data-aos="fade-up-xsmall"> <article class="card 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