Tax & Business
Jeffrey Winkleman is a Tax & Business Services partner in Philadelphia and serves as partner-in-charge of the Firm’s national Corporate Tax Compliance and Planning group.
His broad tax expertise and in-depth knowledge complements his unique service style; he prides himself on being flexible and adapting to his clients’ needs. Mr. Winkleman attributes this ability as one of the major reasons for his success.
He has more than 35 years assisting businesses and individuals, reducing their tax burden by his in depth knowledge of the tax law. He also has extensive experience representing buyers and sellers in merger and acquisition transactions. Mr. Winkleman is often quoted in articles and frequently speaks on tax topics to attorneys, trade association members and clients.
He is often engaged by clients needing representation before the Internal Revenue Service and other taxing authorities. His highly intelligent approach to the negotiation process often leads to significant refunds and favorable settlements.
Prior to joining the Firm in 1988, Mr. Winkleman was with a large regional accounting firm. Earlier in his career, he spent 11 years with a “Big 4” accounting firm.
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Montgomery County Estate Planning Council, Past President
Corporate Tax Compliance & Planning
Mergers & Acquisitions
Research & Development Tax Credits
Outsourced Tax Services
Representation with Tax Authorities
Accounting Methods
Estate & Personal Income
Manufacturing & Distribution
Real Estate
Professional Services
High-Net-Worth Individuals
High Technology
Master of Science, Taxation
Temple University
Bachelor of Business Administration, Accounting
Duke University
Related News
May 16, 2019
As Seen In
Bloomberg News quoted Partner Jeffrey Winkleman, partner-in-charge of Corporate Tax Compliance and Planning, about Senator Marco Rubio's proposed plan for taxing corporate stock buy-backs.
Republican Senator Marco Rubio is on a crusade to compel corporations to prioritize long-term growth over quarterly profits.
December 21, 2017
Tax Flash - Tax Reform
The Tax Cuts and Jobs Act is Finally Here, No More Do Overs
This week, Republicans agreed on a final version of the tax reform bill and filed a conference agreement on December 15, 2017.
October 27, 2017
As Seen In
The Philadelphia Inquirer interviewed Jeffrey Winkleman, partner-in-charge of corporate taxation, and Steve Brett, president of Marcum Financial Services, for an article about the proposed cap on 401(k) contributions.
Wall Street can't be happy about Congress' proposal to cap our yearly 401k contributions at $2,400 - thats the tax-deferred amount we would be able ....
February 07, 2017
Tax Flash
New Businesses or Start-Ups: Get Ready for the New Research and Development Credit Payroll Tax Offset
The passing of the Protecting Americans from Tax Hike (PATH) Act of 2015 introduced many exciting changes related to the Research and Development (R&D) Tax ....
December 12, 2014
As Seen In
Article by Jeffrey Winkleman, Tax Services Partner and Michael Brady, Tax Services Senior Manager, "Surprise! The Government has a Holiday Gift for your Business. Can you Open it?" Featured in Philadelphia Business Journal
Last Friday, the U.S. House of Representatives pulled a fast one. They approved a bill allowing several tax incentives that had expired at the end ....
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.
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