How to Successfully Navigate your Business’ Finances, Taxes & Strategic Alternatives

In a year where the only certainty is uncertainty, what does 2023 hold in store for your business? Our knowledgeable panelists share their insights and observations to assist you and your business when planning for the new year.

Session objectives related to business planning for the new year include:

  • Identify Financing options
  • Identify Financial planning considerations
  • Discover Tax planning considerations (including R&D change)
  • Discover Merger & Acquisition options

We hope you will join us at this complimentary event and start the new year off informed and ready to grow.


Nicholas Stawasz, Partner, Troutman Pepper


Katy Daiell, Partner, Marcum LLP
James Turner, Founder & CEO, 5th Line Capital, LLC
Leland G. Mindnich, Vice President, Wealth Manager, First Republic PWM
Yogi Punjabi, Senior Director, Capstone Partners


Program Description Uncertainty is Certain in 2023
Important Notice Regarding CPE:
Instruction Delivery Method Live In Person
Recommended CPE Credit 1 Hour
Recommended Field of Study Finance
Prerequisites Basic knowledge within the financial industry.
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.