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. Marcum offers a complete spectrum of tax, assurance and advisory services. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services.
OVERVIEW As the upcoming presidential election looms, nonprofits face a crucial need to understand how political shifts can impact their investment reserves. Our guest presenters from Raffa Investment Advisers will provide invaluable insights into how prudent investment policies can help nonprofits navigate 2024’s political uncertainty. The goal is to empower nonprofit executives to help strengthen...
OVERVIEW This session will take an in-depth look at the key considerations for obtaining a Negotiated Indirect Costs Rate Agreement (NICRA) for Federal Grants vs using the De Minimis Rate, especially with the increase from 10% to 15%. PRESENTER Kimberly Maxwell, CPA, Partner, Marcum LLP CPE CREDITS Program DescriptionNICRA vs De Minimis RateImportant Notice Regarding...
OVERVIEW Join us for an insightful session that builds on key discussions from The GivingBlock’s recent webinar explaining the nonprofit tax rules for crypto and the benefits for nonprofits embracing crypto donations. Our presenters will delve into the newly established standards, unpack the latest tax considerations for donors, and address the critical tax challenges facing...
Overview This session will highlight the importance of robust internal controls for governmental entities. The discussion will highlight best practices in risk management and feature examples of what can happen without diligent attention to such matters. Presenters James H. Low, Partner-in-charge, Advisory Services – MarcumRyan Foltyniewicz, Director, Advisory Services – Marcum
Overview Missing the Watson to your Sherlock? The assistant you need is already on the case. They’re diligent, don’t take breaks, and intimately familiar with key details of the events that are key to your investigation. Introducing geospatial data, a powerful evidentiary tool that can be collected from a wide variety of sources, including mobile...
Overview This session will offer an overview of the state of economy and some insight into where we might be headed. The conversation will be led by Michael T. McKeown, Chief Investment Officer for Marcum Wealth. He is responsible for leading the firm’s investment research on capital markets. He created the firm’s quantitative and qualitative...
Overview Tired of the same old budgeting methods that lead to missed targets and wasted resources? Join our webinar where we’re flipping traditional budgeting on its head through the power of technology. Discover cutting-edge techniques and technological advancements that will revolutionize how you plan and forecast, helping you achieve more accurate predictions and better financial...
Overview Recent changes to the federal Single Audit requirements aim to enhance transparency, accountability, and compliance for entities receiving federal funds. This session will delve into key updates, including the increase in the threshold for audit requirements related to federal expenditures. The discussion will highlight the more stringent documentation and reporting requirements, emphasizing internal controls...
Overview This session will explore new governmental contract requirements following the last legislative session and the resulting administrative rules promulgated or pending from the session. Presenter Julie F. Klahr, Shareholder – Goren, Cherof, Doody & Ezrol
Overview Introducing geospatial data, a powerful evidentiary tool that can be collected from a wide variety of sources, including mobile devices, GIS software, satellite images, and employee and inventory management systems. It gives investigators an incredible advantage: the ability to rapidly understand key aspects of events at the center of your investigations. Join us to...
