Marcum LLP

Jeffrey Winkleman


CPA*, MST
 
Jeffrey  Winkleman, Partner-in-Charge, Corporate Taxation, Tax & Business
Partner-in-Charge, Corporate Taxation
Tax & Business
*Licensed by the Commonwealth of Pennsylvania
 

1601 Market Street
4th Floor
Philadelphia, PA 19103

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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.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Montgomery County Estate Planning Council, Past President
Practice Focus

Manufacturing
Distribution
Real Estate
Professional Services
High-Net-Worth Individuals
High Technology

Education

Master of Science, Taxation
Temple University

Bachelor of Business Administration, Accounting
Duke University

Related News

The Tax Cuts and Jobs Act is Finally Here, No More Do Overs


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.

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.


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 ....

New Businesses or Start-Ups: Get Ready for the New Research and Development Credit Payroll Tax Offset


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 ....

Article by Jeffrey Winkleman, Tax Services Partner and Michael Brady, Tax Services Senior Manager,


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 ....

 
 
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