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 exit strategies
  • Business & 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
Justin Gratz, Head of Investments & Advice, J.P. Morgan Private Bank

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

Presented with


Program Description Business, Finance & Tax Forum
Important Notice Regarding CPE:
Learning Objectives Examine the current tax & economic landscape for business owners and high net worth individuals, including a focus on the M&A and Real Estate markets.
Instruction Delivery Method In Person
Recommended CPE Credit 1.5 Hours
Recommended Field of Study Taxation
Prerequisites None
Program Level Overview
Advance Preparation None

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.