Karin is a Managing Director, State and Local Tax with Forvis Mazars US based in the New York Office. She has over 30 years of experience advising corporations and pass-through entities in a variety of industries on state & local tax matters. In prior industry roles, Karin was responsible for state tax strategy for a top investment firm, a global Fortune 500 service company, a large international media group and a Dow 30 manufacturer. Karin has also spent a significant portion of her career with the multistate tax and M&A consulting practices of leading Big Four and mid-size firms where she held various leadership roles. Karin has represented numerous businesses and individuals before state tax authorities guiding them through voluntary disclosure, examination and appeals. Karin takes pride in leveraging her broad experience and diverse skill set to provide practical solutions to state tax issues and challenges facing taxpayers. Karin is a Certified Public Accountant, licensed by New York and Colorado. She is a member of the American Institute of CPAs, the Multi-state and Local Taxation Committee of the New York State Society of CPAs. the State Taxation Interest Group of the New Jersey CPA Society, an Income Tax Member of the Institute for Professionals in Taxation and a frequent lecturer in the area of state & local taxation for various organizations such as IPT, COST, NJCPA, NYSSCPA, NYSBA, MPA ? The Association of Magazine Media, and the NYU School of Professional Studies. Karin graduated from the State University of New York at Albany with a B.S. degree in Accounting and a M.S. degree in Taxation.

Erik assists individuals and families by preparing Last Wills and Testaments, Trusts, Living Wills and Health Care Proxies, and Durable Powers of Attorney documents. He assists clients in developing efficient estate, gift and generation-skipping transfer tax strategies and techniques. Erik also assists clients in business formation and structuring and advises clients in financial transactions from a tax and business perspective, including business sales, purchases and reorganizations, and preparing various business agreements, including buy-sell agreements, shareholder, partnership and operating agreements. Erik has written articles for various publications, including WealthCounsel, the New York Law Journal, and the Journal of the Nassau County Bar Association. Erik has also lectured before accountants, attorneys and other professionals for several professional organizations, including the Nassau Conference of CPA Practitioners, the Chinese American Society of CPAs, and Lorman Education Services. Erik is currently completing his LL.M in Taxation at New York University School of Law. Erik earned his Juris Doctor from Loyola Law School in Los Angeles, where he received honors in the Corporate Law concentration. Erik received a B.A. in Economics from Boston College.

Barry Halpern is a Tax & Business Services partner in the Firm?s New York City office. Mr. Halpern helps clients navigate the complexities of all areas of state taxation including general consulting, audit defense, strategic planning, apportionment sourcing studies, nexus considerations and resolutions, sales and use taxes, due diligence for mergers and acquisitions, audits of state income tax provisions, and state tax compliance. He also has extensive experience advising clients on New York State and New York City tax matters, having successfully represented corporations and partnerships before state taxing authorities and negotiated settlements and penalty abatements. Mr. Halpern?s focus is on understanding the needs of his clients and delivering high value quality professional services to companies across all industries including financial services, healthcare, private equity, technology and media. Mr. Halpern joined Marcum in 2021. He was previously a senior manager at a ?Big Four? accounting firm.