Modern Family & LGBTQ Services | Marcum LLP

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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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But what if you or your family does not fit the traditional definitions and assumptions underlying our country’s tax and estate planning laws?</p> <p class="t3">Heterosexual or LGBTQ, married or unmarried, with or without children, now more than ever it is imperative to work with experts and specialists experienced in navigating the complex, hyper-local and shifting tax landscape for the modern family in America.</p> <p class="t3">In 2012, Marcum became the first national accounting firm to establish a tax and estate planning practice dedicated to the complex rules faced by people who don’t fit traditional definitions. Today, Marcum is the thought leader in the specialty area of tax compliance and consulting services for high net worth modern families, same-sex couples and LGBTQ individuals.</p> <p class="t3">Our experts have more than 20 years of experience addressing the specialized needs of modern families and individuals, state-by-state and around the country. Our forward-thinking professionals grasp the subtleties and differences in these rules and have the knowledge and skills to help economically mitigate the differences for clients in need.</p> </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/services-tax-LGBT.jpg')"> </div> <div class="banner-card__container"> <div class="row row-site column"> <div class="banner-card__body body-bullets"> <p class="lead">To put it plainly, sometimes current laws and regulations treat you just like everyone else, and sometimes they clearly do not. The difference between success and failure in this type of environment is expert advice and teamwork. Without those two things, you cannot successfully plan, and when it comes to protecting your family and your assets, planning is everything.</p> <p class="t3">We provide services to families, couples and individuals in the following circumstances:</p> <ul class="bullets"> <li class="t3">Single.</li> <li class="t3">Married.</li> <li class="t3">Combined families.</li> <li class="t3">Divorced.</li> <li class="t3">Registered domestic partners.</li> <li class="t3">Cohabitating unmarried couples.</li> </ul> </div> </div> </div> </div> </div> </section>  <section class="section section--off-white pt10 pb10"> <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 center"> <div style="padding:56.25% 0 0 0;position:relative;"> <iframe src="https://player.vimeo.com/video/562907714?color=0099a9&title=0&byline=0&portrait=0" style="position:absolute;top:0;left:0;width:100%;height:100%;" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen></iframe> </div> <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script><script src="https://player.vimeo.com/api/player.js"></script> </div> </div> </div> </div> </div> </section> <section class="section section--white pt10 pb10"> <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="lead">This is an up-to-the minute world of new laws and regulations; for better and worse, it demands vigilance and technical excellence. Knowing the variables, state-to-state, is essential.</p> <p class="t3">Whether you are in a community property state or not, Marcum’s Modern Family & LGBTQ tax and estate planning experts can help you plan. Whether you have complex deductibility issues because of medical expenses, adoption expenses, or legal expenses, we’re prepared. Or perhaps there are income issues pertaining to retirement, capital loss allocation, or other concerns. If your modern family includes children from prior marriages, estate planning is critical whether you are married or unmarried. The American “nuclear family” is no longer the norm, and good planning is essential to protect your family’s financial future and ensure the disposition of your assets according to your wishes. Whatever the scenario, the national Modern Family & LGBTQ Services Practice group at Marcum has the experience and skills to work through the issues you are facing and to help you find the most advantageous solutions.</p> <h3 class="h1">Tax Planning & Compliance Services</h3> <ul class="bullets"> <li class="t3">Individuals.</li> <li class="t3">Trusts.</li> <li class="t3">Estates.</li> <li class="t3">Family partnerships.</li> <li class="t3">Small business corporations.</li> <li class="t3">IRS and state audit representation.</li> <li class="t3">Limited liability corporations.</li> </ul> <h3 class="h1">Family Office Services</h3> <ul class="bullets"> <li class="t3">Family office services in an a la carte environment.</li> <li class="t3">Bill paying.</li> <li class="t3">Investment monitoring.</li> <li class="t3">Real property financial management.</li> <li class="t3">Investment monitoring/financial reporting.</li> <li class="t3">Medical reimbursement and advocacy.</li> <li class="t3">Risk management and insurance review.</li> </ul> <h3 class="h1">Business, Assurance & Consulting Services</h3> <ul class="bullets"> <li class="t3">Audit/review/compilation.</li> <li class="t3">Public or private companies.</li> <li class="t3">Organizational structure review.</li> <li class="t3">Income allocation planning.</li> <li class="t3">Succession planning.</li> <li class="t3">Back office operational assistance.</li> <li class="t3">Forensic services and valuation.</li> </ul> </div> </div> </div> </section>  <section class="section section--bg pt10 pb10" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/banner-publication-tax-guide-2023.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"><a id="anchor-download"></a></h2> <h3 class="h1" data-aos="fade-up-xsmall" data-aos-delay="200">Marcum Year-End Tax Guide</h3> <div class="heading-block__cta"> <h5 class="h4 mb4" data-aos="fade-up-xsmall" data-aos-delay="300">Tax Planning for 2023 and 2024</h5> <div data-aos="fade-up-xsmall" data-aos-delay="400"> <a class="button" href="/tax-guide" >VISIT TAX GUIDE PORTAL <span class="icon-arrow-right-long icon-left"></span></a> <a class="button secondary stroke" href="https://info.marcumllp.com/2023-marcum-year-end-tax-guide" target="_blank">Download Tax Guide <span class="icon-arrow-right-long icon-left"></span></a> </div> </div> </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 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matchme"> <div class="card__meta"> <span>November 16, 2023</span> </div> <h2 class="card__title">Marcum LLP Unveils Comprehensive 2023 Year-End Tax Guide</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/2023-the-year-of-modern-families"> <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-2023-year-of-modern-families-600x375.jpg" width="600" height="375" alt="2023: The Year of Modern Families" title="2023: The Year of Modern Families" /> </div> </div> <div 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href="https://www.marcumllp.com/insights/having-a-vacation-home-in-new-york-impact-on-residency"> <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-NYVacationHome-600x375.jpg" width="600" height="375" alt="Having a Vacation Home in New York: Impact on Residency" title="Having a Vacation Home in New York: Impact on Residency" /> </div> </div> <div class="card__body matchme"> <div class="card__meta"> <span>July 5, 2022</span> </div> <h2 class="card__title">Having a Vacation Home in New York: Impact on Residency</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 "> 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