Wrapping Up 2023 and Preparing for What’s Next

The tax landscape is in flux as we approach the end of the year. While Congress debates pivotal tax changes, proactivity remains critical in ensuring you are well-prepared.

Join us for an interactive and informal discussion of the business landscape.

Topics to be covered include:

  • Economic outlook and market conditions
  • Access to capital
  • M&A markets and current business climate
  • Business and individual tax planning for the year ahead
  • And much more…

Attendees will be encouraged to pose questions throughout the program for a fluid conversation.

David Appel, Partner, Tax & Business Services, Marcum
Shaun Blogg, West Palm Beach Office Managing Partner, Marcum
Mitchell Goldberg, Partner, Berger Singerman
Bryan Appel, Associate, Berger Singerman
Rick Thill, Executive Director | Market Team Lead, J.P. Morgan Private Bank

Register to join us for a well-rounded discussion of today’s most pressing business and tax issues that may affect you and your business.

Berger Singerman
J.P. Morgan


Program Description 2023 Year-End Forum
Important Notice Regarding CPE:
Learning Objectives

After attending this session, participants will:

  • Discover this year’s changes in tax law and policy and how to navigate the evolving landscape as you plan for 2024.
  • Discuss the business M&A market and current environment for deals
  • Identify the primary hurtles for access capital
  • Discover tax planning concepts that continue to be relevant
  • Identify hot financial and tax topics in real estate
Instruction Delivery Method Live In-Person
Recommended CPE Credit This session qualifies for 1hours of Continuing Professional Education (CPE) credits for CPAs in the area of Accounting.
Recommended Field of Study Accounting
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.