Latest Articles

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June 29, 2015 

How New Regulations Could Boost Retirement Savings

The proposal, with details still being hashed out in Washington, DC, would broaden the definition of which investment advisors are considered fiduciaries, putting them under greater scrutiny of the Department of Labor if they don’t put their clients’ ...

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June 29, 2015 

Microbusiness: Your Next Great Client

Finding, and securing, these owners as clients is a matter of doing what accountants have done since day one. Exchange referrals with your current clients, attend public networking events, join LinkedIn groups to participate in conversations, and ...

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June 28, 2015 

5 Tips on Financing a Small Business Franchise

Imagine this: You've found the perfect business idea, one that seems to add up from every angle and couldn't be better for you and your future plans. The only problem is that you don't have the capital to open the doors.

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June 27, 2015 

AICPA Warns of Financial Scams Against Elderly

A contributing factor to the emotional impact of financial fraud or abuse is how often this situation involves family members. The most common types of elder financial abuse or fraud seen by CPA financial planners over the past five years were ...

 Tax and Financial Implications of the Supreme Court’s Ruling on Marriage Equality

June 26, 2015 

Tax and Financial Implications of the Supreme Court’s Ruling on Marriage Equality

Tax and Estate Planning experts from the Modern Family & LGBT Services Practice group at Marcum LLP responded to the financial implications of today’s U.S. Supreme Court decision establishing same-sex marriage as a legal right in all 50 states. The Court’s decision in Obergefell v. Hodges determined that the Fourteenth Amendment requires all states to license...…