“Andrew Finkle is an exemplary CPA Firm Partner with high integrity, ethics, strong tax technical wherewithal, and a unique and true perspective on client centricity. It is an absolute pleasure to work with Andrew as he is highly personable and believes in joint collaborative efforts in far exceeding client expectations in the marketplace.”
About
As a tax attorney and CPA, I have spent over 35 years helping privately-held businesses…
Activity
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I’m looking forward to attending Opal Group's Family Office & Private Wealth Management Forum in Newport, RI on July 22-24th. If you’ll be there…
I’m looking forward to attending Opal Group's Family Office & Private Wealth Management Forum in Newport, RI on July 22-24th. If you’ll be there…
Liked by Andrew Finkle
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Join us in celebrating our Regional Managing Partner, Mike Balter, for his esteemed recognition as an Ultimate CEO by the South Florida Business…
Join us in celebrating our Regional Managing Partner, Mike Balter, for his esteemed recognition as an Ultimate CEO by the South Florida Business…
Liked by Andrew Finkle
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Join us in congratulating Mike Balter, Regional Managing Partner at Marcum LLP, on his recognition as an Ultimate CEO! We greatly appreciate the…
Join us in congratulating Mike Balter, Regional Managing Partner at Marcum LLP, on his recognition as an Ultimate CEO! We greatly appreciate the…
Liked by Andrew Finkle
Experience & Education
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Marcum LLP
View Andrew’s full experience
See their title, tenure and more.
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Licenses & Certifications
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CPA
States of Pennsylvania, New Jersey and Georgia
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Member of the Bar
State Bar of New York, State Bar of New Jersey
Volunteer Experience
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Board of Trustees
Jewish Community Center of Mercer Bucks
- 1 year
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Treasurer
Yardley (PA) Jaycees
- 5 years
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Board of Directors
Congregation Kol Emet
- 8 years
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Vice President
Congregation Kol Emet
- 2 years
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President
Congregation Kol Emet
- 2 years
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Junior Competition Committee, Middle States Section
(USTA) United States Tennis Association
- Present 6 years 7 months
Health
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Recorder, PATD Council, Middle States Section
(USTA) United States Tennis Association
- Present 1 year 7 months
Health
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National Junior Competition Committee
(USTA) United States Tennis Association
- Present 1 year 7 months
Health
Publications
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Tax Considerations in Middle Market Transactions
Marcum LLP
See publicationWhile the mega-mergers and acquisition (M&A) transactions get all the headlines, the number of deals in the middle market far exceeds those that make the mainstream headlines and are often targets for private equity and strategic acquisitions. An essential component of the deal process is understanding the tax consequences and the risks inherent in the transaction. This article focuses on buyer and seller tax considerations in M&A transactions relating to certain corporate sellers occurring in…
While the mega-mergers and acquisition (M&A) transactions get all the headlines, the number of deals in the middle market far exceeds those that make the mainstream headlines and are often targets for private equity and strategic acquisitions. An essential component of the deal process is understanding the tax consequences and the risks inherent in the transaction. This article focuses on buyer and seller tax considerations in M&A transactions relating to certain corporate sellers occurring in the lower, mid, and upper ends of the middle market.
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For Influencers, Tax Season Is the Wild West
Wall Street Journal
See publicationQuoted in a Wall Street Journal article written by Ashley Wong.
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Concerned about taxes? Experts offer webinars
Long Island Business News
See publicationQuoted in the Long Island Business News article written by Julianne Mosher.
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Trump business deductions: sketchy, normal or in-between?
Associated Press
See publicationQuoted in an Associated Press article written by Joyce M. Rosenberg.
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Business Rebound – Preparing for the Comeback
Marcum LLP Webinar
See publicationWebinar discussing challenges and opportunities coming out of the pandemic and moving to the next phase of the “new normal.”
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Private Equity and the Pandemic: Industry Update
Marcum LLP
Update and outlook of the private equity marketplace as a result of the COVID-19 crisis.
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Evaluating the Current Economic Uncertainty Certification on Your Payroll Protection Program Loan Application
Marcum LLP
See publicationArticle intended to help a business evaluate various factors in order to come to its own conclusion regarding its eligibility for a Payroll Protection Program loan under the IRS guidance.
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The President Signs the Paycheck Protection Program and Health Care Enhancement Act
Marcum LLP
See publicationSummary of the Paycheck Protection Program and Health Care Enhancement Act (H. R. 266) that provides $484 billion of aid for small businesses and healthcare providers.
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Protecting Business from Cybersecurity Threats in the Wake of COVID-19
Marcum LLP Webinar
See publicationPanelist on a webinar that provided an overview as to what took place in the marketplace re: terms, valuation and activity during the early days of COVID-19.
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Virus Relief Efforts Give Rise to New Tax Strategies
New York Times
See publicationQuoted in New York Times article written by Paul Sullivan.
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Tax Implications of the Coronavirus Stimulus Bill for Individuals and Businesses
Marcum LLP Webinar
See publicationAn in-depth webinar discussing the stimulus provisions of the $2 trillion Coronavirus Aid, Relief and Economic Security Act (CARES Act).
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Stock or Asset Transaction? Tax Considerations for Mergers and Acquisitions
CliftonLarsonAllen LLP
See publicationTax consequences of M&A transactions vary considerably depending on the structure of the deal and the flexibility of the parties.
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Defensive Due Diligence
Mergers & Acquisitions
Sell-side scrutiny ahead of a process can help companies sidestep post-close disputes and litigation.
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Organizations
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Alliance for Mergers & Acquisition Advisors (AM&AA)
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American Bar Association (ABA)
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American Institute of Certified Public Accountants (AICPA)
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Association for Corporate Growth (ACG)
Membership Committee member
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Beacon
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Jewish Federation of Greater Philadelphia
Audit Committee Member
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Pennsylvania Institute of Certified Public Accountants (PICPA)
Federal Tax Committee Member (Philadelphia Chapter); Cooperation with the Bar Committee Member (Philadelphia Chapter)
Recommendations received
8 people have recommended Andrew
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At the heart of Marcum Foundation’s mission is a commitment to enhance the lives of children all over the world. We strive to partner with…
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Join Marcum Wealth for an overview of the economy’s recent activity and insight into potential future developments. Topics include inflation, job…
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Specialization is Power! Discover how Marcum's focus on specialized services brings unique value to your business. Hear from our team on how they go…
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Whether the prescription for a valuation stems from a business transaction, estate planning, a dispute, or any number of other reasons, having a…
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Thrilled to congratulate our daughter, Olivia Reiner for being named Pennsylvania Sportswriter of the Year by the National Sports Media Association…
Thrilled to congratulate our daughter, Olivia Reiner for being named Pennsylvania Sportswriter of the Year by the National Sports Media Association…
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The #cannabis industry in Connecticut is entering a new era of regulation. Join us as we discuss the new regulations and laws, tax considerations and…
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What sets Marcum apart? It's about putting clients first and moving beyond the traditional role of accountants. See what that means for our clients…
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In the ever-evolving landscape of nonprofit organizations, temporary staffing is often a consideration. Here are ten considerations that may help…
In the ever-evolving landscape of nonprofit organizations, temporary staffing is often a consideration. Here are ten considerations that may help…
Shared by Andrew Finkle
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Market multiples are valuation ratios derived from comparable company data in the market, which provides a benchmark for valuing a business based on…
Market multiples are valuation ratios derived from comparable company data in the market, which provides a benchmark for valuing a business based on…
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