Public

Chartered Education & Public Services is committed to improving public outcomes through a focus on people. At Chartered we think about the complex issues facing the public sector and develop relevant, timely, and sustainable solutions for our clients.

Education

College and university leaders at every level are re-imagining a new way forward for higher education, with help from our professionals.

Non-for-profits

Our clients are primarily nonprofits and socially conscious for-profits who, like us, tend to employ intellectually bright, ambitious and altruistic employees. Our team is inclusive, diverse and a significant force in continuing to drive our growth and success. Beyond our tax and advisory services, our Group includes specialized managed services (accounting, HR and IT), project consulting and staffing solutions; leadership and strategy; executive search, transition, and planning; operational improvement. If there is another professional services Group that can match our quality, reputation, breadth of service offerings and commitment to the community, we are not aware of it.

WHY CHOOSE Chartered

As a new fund manager, you face a massive challenge to remain compliant with complex partnership and securities tax issues, financial reporting requirements, and partnership agreements. With increased regulation and compliance rules, We work for you by proactively staying on the cutting edge of relevant policies, practices, and procedures. Marcum’s highly-respected team of professionals will help you meet the challenges of starting or managing your fund. Consider who’ll be working hard to help you realize your success:

Thought leaders who are recognized experts in the industry.
Technical experts in the area of fund reporting and taxation who ensure that you are compliant with the complex terms of fund documents and IRS requirements.
Professionals committed to delivering the highest level of personal service.
A team whose responsiveness and accessibility is unmatched by our competitors.

latest Insights

November 15, 2024

What Can Nonprofits Expect from Future Federal Tax Policies?

NONPROFITS | 11/15/2024 The future of nonprofit organizations under potential new tax policies has been a subject of extensive discussion and analysis. As nonprofits …

August 29, 2024

How Certain Charitable Donations Can Help You Avoid Taxable IRA Withdrawals

TAX PLANNING | 08/29/2024 If you’re required to take required minimum distributions (RMDs) from a traditional IRA and also have charitable giving goals, a …

August 24, 2024

529 Plans Unlocking Tax Advantages and Financial Planning Benefits for College Savings

TAX PLANNING | 08/24/2024 A 529 plan is a powerful, tax-advantaged savings tool designed to help families save for education expenses. Whether for college …

Corporate Tax

Tax is more than just reporting—it’s a critical piece of a larger puzzle that includes global risks, regulatory demands, and the rapid pace of technological change. These factors can significantly influence your business performance. At every step, from compliance to strategic

Risk Advisory

We partner with our clients to identify and address business risks, offering both proactive strategies and responsive solutions. Leveraging a diverse team of controls experts, compliance specialists, cybersecurity professionals, and risk consultants with deep industry knowledge, we tailor our

CFO Advisory

The role of CFOs has evolved significantly in recent years, with their strategic expertise now recognized as integral to organizational success. This expanded scope demands reliable, customized insights aligned with your unique needs. Our team is here to help you navigate the complexities of a

Transaction Advisory

Our comprehensive approach to transaction advisory services covers every aspect of a deal—financial, operational, tax, IT, commercial, strategic, human capital, and cultural. With a focus on maximizing transactional value, Chartered’s professionals collaborate with you throughout the

Technology Modernization

A well-executed technology modernization strategy can reduce costs, streamline inventory management, accelerate projects, enhance performance, and elevate engagement for both employees and customers. The real challenge lies in delivering value-driven innovation while

Integrity

We do what is right.

Responsibility

We are accountable for our practices.

Adaptability

We embrace change and innovation.

Stewardship

We manage resources wisely for future generations.

Diversity and Inclusion

We value and respect differences.

Client-Centered

We prioritize our clients’ needs and satisfaction.

Confidentiality

We protect and respect privacy and information.

BUILDING RESILIENCE

At Chartered, we understand the unique challenges faced by nonprofits and educational institutions. From complex regulatory requirements and federal funding to donor stewardship and operational efficiency, these organizations operate in a demanding environment that requires specialized financial expertise.

To continue their vital work, nonprofits and educational institutions must navigate their own set of challenges: budgetary constraints, complex federal funding, compliance requirements, technological advancements, donor stewardship, and evolving constituent needs are just a few.

Each nonprofit’s mission is unique, as are the ways they overcome obstacles and seize opportunities. Chartered’s professionals, many of whom are former nonprofit leaders, bring a specialized focus to the distinct concerns of the sector. We tailor our approach to help organizations maintain their nonprofit values while adopting a business mindset, enabling them to improve financial and operational health while broadening their impact.