Wrapping Up 2022 and Looking Ahead to 2023

Many important tax-planning strategies are in the spotlight this year as Congress considers several changes to current tax law. No matter what happens in Washington, planning before year-end can better prepare you for the upcoming tax season.

For the insight you will need, you’re invited to an in-depth discussion of current tax developments and how proposed legislative changes could impact your tax planning for 2023 and beyond.

Led by national tax leaders from Marcum and Waller, the panel discussion will be comprehensive for both individuals and businesses.

Join us after for an early holiday gathering with cocktails and appetizers. It’s your opportunity to mix and mingle and ask specific questions of our Tennessee Marcum and Waller professionals.


Jim Lundy, Partner | Marcum LLP
Jeffrey Jackson, Director, Marcum LLP
Bryan Jones, Partner | Marcum LLP
Steven Reiss, Manager | Marcum LLP
Shane Morris, Partner | Waller
Jill Mastroianni, Associate | Waller
John Bunge, Partner | Waller


Cathy Werthan, Partner | Marcum
Aaron Flinn, Partner | Waller

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


Program Description 2022 Marcum/Waller Nashville Year-End Tax Forum
Important Notice Regarding CPE:
Learning Objectives

In this session, participants will:

  • Developments in Individual and Business Taxation
  • Trust and Estate Tax Updates
Instruction Delivery Method Live In Person
Recommended CPE & CLE Credits This session qualifies for 1 hour of Continuing Professional Education (CPE) credits for CPAs in the area of Taxation, and this session has applied 1 general of Continuing Legal Education (CLE) credits
Recommended Field of Study Taxation
Prerequisites None
Program Level Basic
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.