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  • Exit Planning Exchange
Exit Planning Exchange
Jan
26

XPX Philadelphia Bucks & Montgomery County Meeting - Don’t Forget About Taxes: How Recent Tax Changes Impact Businesses

Details

Date & Time

Thu, Jan 26th, 2023 ⋅ 8:00am - 9:30am (EDT)

Location

The Offices of Antheil Maslow & MacMinn, LLP - 131 W. State Street Doylestown, PA 18901

Tickets

Non-members
$40.00
Non-members Same Day/Walk-In Fee
$50.00
Philadelphia Sponsor
$0.00
XPX Philadelphia Members
$0.00
Guests

Registrants

21 people attended
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Joseph Mayernick of HQ Exec is a member of XPX Philadelphia
+16

Attention all XPX Members and Guests! We invite you to join us for an engaging presentation and discussion on "Don't Forget About Taxes: How Recent Tax Changes Impact Businesses." Our expert speaker will cover the latest tax changes and how they impact businesses. Bring your questions and insights for a lively discussion. This is a great opportunity to stay informed and provide valuable guidance to your clients. Mark your calendars and don't miss out on this informative meeting. See you there!


Our Speaker:


Andrew Finkle

Partner
Marcum LLP

Andrew E. Finkle, CPA, JD, LL.M., is a partner with Marcum LLP where he is national tax leader of the Transaction Advisory Services group, a regional leader in Marcum’s Private Equity Industry group, and national leader of the firm’s National Tax Office. Mr. Finkle has 35 years of experience advising middle market businesses with transactional, day-to-day advisory, compliance and accounting-related tax matters. He is also a tax attorney skilled in tax controversy matters.

Marcum LLP is a top-ranked national accounting and advisory firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. 


Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount purposes. Join our membership today and enjoy the benefits!

Non-members: $40.00
Same Day/Walk-In: $50.00

Click here  for directions. Please park in the Doylestown Borough lot across from the office on Clinton Street or on the street.

BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes. 

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Joseph Mayernick of HQ Exec is a member of XPX Philadelphia
Joseph Mayernick
HQ Exec
Tom P of . is a member of XPX Philadelphia
Tom Poltersdorf
Beyond Your Exit Wealth Management
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
AF
Andrew Flogel
JP Morgan Private Bank
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
PA
Paul Avery
Meridian Bank
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
JM
Jonathan Myers
PNC Wealth Management
Ken Toscano of New York Life is a member of XPX Philadelphia
Ken Toscano
New York Life
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
JS
John Strauss
BNY Mellon
DR
Dave Reeve
BNY Mellon
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter Seelaus
Sherpa Financial, Seelaus Financial