Matthew Kanter
Mariner
Scottsdale, Arizona
Contact
How to contact
matthew.kanter@mariner.com
Professional Profile
Call Me When
Call me when you need a trusted tax partner to help structure transitions, reduce tax drag, and align owners’ financial, family, and charitable priorities.
Professions
Accountant
Functional Expertise
Board of Directors (not for profit)
Bookkeeping
Charitable giving
Estate planning
Family business
Fiduciary
Philanthropy
Private equity
Real estate
Retirement
Strategic planning
Tax
Trusts
Exit/Transition Planning
Business Focus
Helping clients steward wealth through intentional tax strategy, business transitions, and generosity planning.
Professional Certification
CPA (OR & AZ), CFP(R), CKA(R)
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Financial Services
Government
Health/Pharma/Biotech
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Travel/Recreation/Leisure
Client Results
Deliver measurable outcomes through proactive tax strategy, liquidity event planning, and long-term legacy structures.
Chapter information
Membership
Phoenix Sponsor
Member since
New Member
Chapter Leadership Role
Treasurer, Launch Committee
Sponsorship Type
Silver
Why I'm a Member of XPX
I support XPX because I believe business transitions succeed when advisors collaborate with integrity and purpose to serve families, not just deals.
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