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Marjorie Horwin

Partner

CPA, PA

BDO Boca Raton Office

561-226-8420

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Executive Summary

Marjorie has practiced in the area of income, estate, trust, and exempt organization tax planning and compliance for more than three decades. She has experience 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. Her experience 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 advises on international income and estate planning tax issues.

Professional Affiliations

American Institute of Certified Public Accountants
Boca Raton Estate Planning Council, Member
Community Foundation of Palm Beach and Martin Counties, Legal Financial Network Member
Florida Atlantic University Wealth and Estate Planning, Steering Committee Member
Florida Institute of Certified Public Accountants
Palm Beach Estate Planning Council, Member
Planned Giving Council of Palm Beach, Member
 

Education

M.S., Taxation, University of Miami
B.B.A., University of Miami
 

Community Involvement

Boca Raton Community Hospital, Professional Advisory Committee
Boca Raton Museum of Art Foundation, Former Foundation President, Professional Advisory Committee Member
Community Foundation of Palm Beach and Martin Counties, Professional Advisory Committee Member and Legal Financial Network Member
Jewish Community Foundation, Board Member, Former Professional Advisory Committee Chair
Jewish Federation of South Palm Beach County, Former Finance Committee Member, Audit Committee Member