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Jeffrey Winkleman CPA*/MST   Partner-in-Charge, Corporate Taxation

Tax & Business
Watch and Money
 
1600 Market Street
32nd Floor
Philadelphia, PA 19103

215.297.2610
jeffrey.winkleman@marcumllp.com
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*Licensed by the Commonwealth of Pennsylvania

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. He is also co-leader of the Research & Development Tax Services group.

Jeff Winkleman 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 Four" 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
Wholesale
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 Insights & News


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, "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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