Marcum LLP, a top national accounting and advisory firm, has announced that Michael F. D’Addio, J.D. and Gail J. D’Addio, CPA have joined the firm’s New England tax practice, effectively immediately. Mr. D’Addio joins as a principal and Mrs. D’Addio joins as a director, based in Marcum’s New Haven office.
Michael D’Addio is one of the region’s leading tax attorneys. He has more than 35 years as a specialist in state and federal tax compliance and planning, and has extensive experience representing clients before the Internal Revenue Service, United States Tax Court, and other state and regulatory agencies. He is a frequent lecturer on a range of federal and state tax issues before client and business groups. He is a member of the Connecticut Bar and admitted to practice in the Connecticut courts and before the United States Tax Court.
Gail D’Addio has more than 30 years of experience as an accounting and business advisor to closely-held businesses, with a specialty in consolidated and multistate tax returns. She has worked extensively with subchapter C and S corporations, general and limited partnerships, limited liability companies, individuals, not-for-profit organizations, and trusts and estates.
She is a member of the American Institute of Certified Public Accountants, the Connecticut Society of Certified Public Accountants, the American Women’s Society of Certified Public Accountants and the National Association of Certified Valuators and Analysts.
“The depth of experience that Michael and Gail D’Addio bring to Marcum from both an accounting and a legal perspective will be a tremendous asset to our clients and our Firm,” said Anthony P. Scillia, partner-in-charge of the firm’s New England region.
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Timothy R. Larson, CPA has joined Marcum’s International Tax Practice. He is based in Marcum’s New York City headquarters.
Mr. Larson has over 20 years of experience specializing in international taxation, cross-border restructuring and reorganizations, mergers and acquisitions and corporate taxation. He spent the majority of his career in the International Tax Services group of a “Big Four” accounting firm, where he headed the New Jersey-based international tax practice. Mr. Larson earned his BBA degree in accounting and his master’s degree in taxation from the University of Texas. He is a resident of Belle Mead, N.J.
“Tim Larson’s extensive experience in international taxation expands the capabilities of our International Tax practice and our transfer pricing services in particular. He will be instrumental in supporting the continued growth of these service lines,” said Joseph J. Perry, firmwide partner-in-charge of Tax and Business Services.
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Marcum LLP has announced that it has formed a dedicated Accounting Services Group in its New Haven, CT office to serve the unique needs of closely held businesses and their owners. The team of seven specialists will provide a full range of tax, audit, valuation and advisory services to entrepreneurial companies across Connecticut, to help optimize their operations and facilitate growth.
“The partners and professionals comprising the Accounting Services Group in New Haven have an intimate understanding of the specific challenges facing closely held businesses and what it takes to run those businesses successfully. Because of Marcum’s extensive national resources, we are also able to provide access to a full spectrum of additional services as their needs change and they reach new plateaus of growth,” said Joel M. Sachs, Tax & Business Services partner and a member of the group.
“Our new Accounting Services Group provides big firm experience to small and closely-held companies. It is an ideal scenario for businesses that require a certain level of sophistication and a thorough familiarity with the closely held business environment from their accounting and advisory consultants,” said Joseph Natarelli, partner-in-charge of Marcum’s New Haven office.
In addition to Mr. Sachs, members of the Accounting Services Group include partners Gregory DeStefano, Ronald Milone, David Reynolds and Matthias Strilbyckij; Joanne Cristiano, director; and Gina Amarante, supervisor.
Core services include financial statement preparation; income tax preparation and planning; budgeting and forecasting; general ledger accounting and review; payroll, sales tax and property tax return preparation; cash flow management; back office support including bookkeeping and bill paying; representation before federal and state agencies; fiduciary accounting including probate reporting; accounts receivable and accounts payable management; personal financial and retirement planning; estate planning; and succession planning.
For more information about the Marcum Accounting Services Group, call (203) 781-9740 or email firstname.lastname@example.org.
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Jessica Hickman has joined Marcum LLP, as director of Business Development. She is based in the firm’s New York City headquarters.
Previously, Ms. Hickman was Investor and Media Relations Manager for Apex Fund Services, where she played a key role in increasing assets under management to more than $2 billion. She is an executive board member of the Alliance of Alternative Asset Professionals.
“Jessica’s hands-on experience in the hedge fund industry will be a valuable asset in the continuing growth of our Alternative Investments practice,” said Dennis J. Schall, a partner in the firm's National Alternative Investment Industry group.
“Jessica’s excellent track record as a business development strategist brings additional strength to our New York team,” said Robert S. Derbabian, senior director of Business Development.