May Annual Meeting Breakfast - It's All in the Numbers - Understanding Federal, State & Estate Tax Audits
Date: Tuesday, May 19, 2020
Time: 7:30am - 9:15am
Location: Mirasol Country Club
Speaker: Mary Elizabeth Tarter, CPA & Marjorie A. Horwin, CPA
Marjorie A. Horwin, CPA, is the managing principal of the firm’s Boca Raton office serving Palm Beach County, and is the principal-in-charge of the Private Wealth Services group, a division of MBAF’s Tax and Accounting department.
Marjorie has practiced in the area of income, estate, trust, and exempt organization tax planning and compliance for more than three decades. She specializes in working with high net worth individuals and owners of closely held businesses to develop integrated lifetime and testamentary plans that minimize income and transfer taxes, provide asset protection, facilitate business succession, and address retirement and charitable planning issues.
With a focus on family wealth preservation, Marjorie works closely with her clients to identify their income and estate planning objectives. With extensive experience in the areas of income, trust, gift, and estate tax planning and compliance, Marjorie structures plans to improve income and estate tax efficiency. Marjorie’s expertise includes federal and state tax compliance, partnership accounting, and valuation as it pertains to income, estate, and gift tax planning. In addition, Marjorie represents clients in income, gift, and estate tax examinations, provides litigation support for estate and trust controversies, and consults on international income and estate planning tax issues.
Marjorie is active in the South Florida community, and participates in many professional and charitable organizations. She has also been published in numerous publications including the Wall Street Journal, and is a frequent lecturer.
Mary Elizabeth Tarter, CPA MBA Tax Principal Mary Beth joined Frankel, Loughran, Starr & Vallone LLP (FLSV) in 2015 and is a Principal in our High Net Worth Group. She relocated to Florida in 2018 to open FLSV’s satellite office in West Palm Beach, where the firm can more easily service their growing clientele in South Florida and Latin America.
With more than 27 years of experience in Public Accounting, Mary Beth focuses on the High Net Worth areas of Individual, Fiduciary, Private Foundations, and Gift and Estate. As the firm’s clientele is primarily in the Financial Services and Real Estate industries, she services the Fund Managers, Principals, and Investors. Mary Beth advises her clients in tax compliance, income tax and estate planning, and tax efficiency structuring and also works with many international clients, assisting them with US tax compliance and cross-border tax planning.
Mary Beth has been very successful in audit resolution for numerous states involving residency audits, as well as with IRS inquiries and examinations. Prior to entering Public Accounting, Mary Beth worked in the private sector in the Banking and Finance Industry and brought those skills to enhance her abilities at FLSV.
Mary Beth received her B.B.A. in Accounting from Adelphi University, Garden City, NY and earned her MBA from University of Phoenix. She holds a CPA license in both New York State and Florida and she is a member of the American Institute of Certified Public Accountants (AICPA) and the FICPA (Florida Institute of CPAs).
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