Audrey Levin

About Audrey

Audrey Levin is a partner in the Tax & Business Services division. She specializes in tax planning and compliance for high net worth individuals and pass-through entities.

Audrey has significant expertise advising clients on matters such as mergers and acquisitions, entity structures, partnership operating agreements, gifting strategies, and employee benefit plans. She has served clients in a variety of industries including real estate, private equity-backed businesses, skilled nursing facilities, and professional services.

She is a seasoned and sought-after instructor and has provided training and education for several top 100 CPA firms on a wide array of tax topics including partnership basis, capital accounts and distributions; retirement plans and executive compensation; trust, estate and gift taxation; depreciation, sales and exchanges; general individual and entity tax compliance and planning; foreign taxes and credits; tax elections; and work-life balance, practice development, and delegating and supervising.

Prior to joining Marcum in 2019, Audrey was with Big Four national and local accounting firms, where she specialized in partnership and individual taxation, as well as financial planning and education.