Jeffrey S. 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. He is also co-leader of the Research & Development Tax Services group.
His extensive experience and in-depth knowledge complements his unique service style; he prides himself on being flexible and adapting to his clients'
needs. He attributes this ability as one of the major reasons for his success.
He has more than 35 years of 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 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
Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Pennsylvania Institute of Certified Public Accountants (PICPA)
Montgomery County Estate Planning Council, Past President