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Case Studies

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Irrevocable Assets and the Loss of Basis Step-Up

Irrevocable Assets and the Loss of Basis Step-Up

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Start-Up Company with Insurance Needs

Start-Up Company with Insurance Needs

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Un-Used Annual Gift Tax Exemption

Un-Used Annual Gift Tax Exemption

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About Marcum Insurance

Marcum Insurance Services is a dedicated consulting practice assisting individuals and businesses to identify and address their unique insurance needs. As a Marcum affiliate, our insurance consultancy proactively collaborates with experts in complementary disciplines so we can comprehensively address your financial dynamics, including your tax and estate planning situation relative to your overall wealth.

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
130 Springside Drive, Akron, Ohio 44333. (800) 765-5201. FINRA | SEC

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