Overview

You are invited to come jingle and mingle with Marcum LLP. Please RSVP for an evening of cocktails and networking in our newly remodeled San Jose office and get to know our local partners. Also in attendance will be some of Marcum’s national tax leaders (International, State & Local Taxes, and Trust & Estates) that just recently joined us via our merger with Friedman LLP, so bring any year-end tax questions that you need answered.

Hosts

Juliet Song

Partner-in-Charge, Tax & Business Services, San José

Juliet Song is Partner-in-Charge of Tax and Business Services in the San José office and the regional industry leader for the real estate group. She has 20 years of public and private accounting experience in assisting businesses with their accounting, tax and consulting needs.

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Juliet Song

Partner-in-Charge, Tax & Business Services, San José

Juliet Song is Partner-in-Charge of Tax and Business Services in the San José office and the regional industry leader for the real estate group. She has 20 years of public and private accounting experience in assisting businesses with their accounting, tax and consulting needs. Ms. Song works with high net worth individuals, closely held businesses and emerging businesses in a variety of industries, including real estate, construction, and professional services. In addition, she has extensive experience assisting clients with their estate planning and trust accounting needs. Ms. Song focuses on integrated tax, transaction and advisory services to owners, builders, lenders, and real estate professionals. She is a regular speaker regarding tax issues impacting the real estate industry.

Additionally, Ms. Song oversees the California Accounting Services Department which provides comprehensive accounting and tax services to closely held businesses and their owners. She also prepares financial statements for clients and financial institutions.

As a member of the National Diversity Equity Inclusion Group, she oversees the Northern California Women’s Initiative Program.

Ms. Song also participates in Marcum’s technology taskforce, assisting with implementation, strategy and training for software implementation.

Ms. Song joined Marcum in 2016 via the Firm’s merger with Lautze & Lautze, CPAs & Financial Advisors, a full-service accounting firm in Northern California.

Alex Ho

Partner, Tax & Business Services

Alex Ho is a partner in the tax department in the Firm’s San Jose office. He has over thirteen years of public accounting experience focusing on taxation of closely held businesses and how income flows to their owners. Alex works with small and large ownership groups that have complex ownership structures across multi generations.

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Alex Ho

Partner, Tax & Business Services

Alex Ho is a partner in the tax department in the Firm’s San Jose office. He has over thirteen years of public accounting experience focusing on taxation of closely held businesses and how income flows to their owners. Alex works with small and large ownership groups that have complex ownership structures across multi generations. The various industries he has worked with include real estate, sports & entertainment, recreation and technology. Within these industries, Alex assists his clients with tax planning, business consulting and multi-state compliance.

Prior to joining Marcum, Alex has been with a couple mid-size regional firms in the Bay Area. He is a licensed Certified Public Accountant in California and also attained his Masters of Science in Taxation. Alex is heavily involved with the internal training, mentorship and college recruiting programs within Marcum.

Gregory Zoll

Northern California Technology and Life Science Leader

Gregory A. Zoll is a partner in the Assurance Services division of the Firm’s San Jose, California office. He has more than fourteen years of audit and accounting experience conducting, reviewing and analyzing financial information for companies that span a variety of industries.

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Gregory Zoll

Northern California Technology and Life Science Leader

Gregory A. Zoll is a partner in the Assurance Services division of the Firm’s San Jose, California office. He has more than fourteen years of audit and accounting experience conducting, reviewing and analyzing financial information for companies that span a variety of industries, including biotechnology, life sciences, software, manufacturing, education, not-for-profit, and employee benefit plans.

Mr. Zoll offers an array of services to both publicly held and private companies, including financial auditing and accounting, merger and acquisition due diligence, consolidations, and financial analysis. In addition, he has performed audit and other attest services for several state agencies and matters involving business consulting, initial public offerings, special internal control audits, and complex financing transactions.

Mr. Zoll shares his expertise internally to other Firm professionals. He develops firm-wide training materials and is a frequent speaker at in-house seminars on various topics including recent accounting pronouncements, industry developments, and complex accounting issues.

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