Andrew Finkle Email & Phone Number

Cleveland, Oh, Us

Multi-Faceted Tax Leader at CBIZ, the nation's 7th largest public accounting firm, leading the firm's Tax Quality Control function, Washington National Tax Office and M&A-Tax group. Marcum LLP became part of CBIZ effective November 1, 2024, becoming the 7th largest public accounting firm in the U.S. https://cbiz.gcs-web.com/news-releases/news-release-details/cbiz-completes-acquisition-marcumIn my client-facing capacity, I advise U.S. and multinational middle-market strategic buyers and sellers, private equity groups, and other financial buyers on the tax implications of complex business and M&A transactions. Focusing on both buy-side and sell-side deals across various industries, key services include transaction tax planning, tax structuring, tax modeling and tax due diligence.

New York, New York, Us

As a Leader of Marcum's National Tax Office Services Group, I provide hands-on assistance to our external clients and internal professionals regarding complex technical federal income tax matters across all of our industry groups, provide timely thought leadership on new tax legislation and IRS guidance, and coordinate and oversee client engagement teams.As a Tax Leader of Marcum's National Private Equity Industry Group and Transaction Advisory Services Team, I lead a team of transaction tax advisory professionals advising US and multinational middle-market strategic buyers and sellers, private equity groups, and other financial buyers on the tax implications of complex business and M&A transactions. Focusing on both buy-side and sell-side deals across various industries, key services include transaction tax planning, tax structuring, tax modeling and tax due diligence.Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as select international locations. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting, and assurance services; advisory, valuation, and litigation support; managed accounting services; and an extensive portfolio of specialty and niche industry practices. The Firm serves both privately held and publicly registered companies, as well as nonprofit and social sector entities, high net worth individuals, private equity funds, and hedge funds, with a focus on middle-market companies and closely held family businesses. Marcum is a member of the Marcum Group, an organization providing a comprehensive array of professional services.

Us

As CLA's National Transaction Tax Leader, I leverage my deep M&A Tax experience to manage a team of professionals committed to providing meaningful buy-side and sell-side tax consulting to CLA's private industry clients and private equity groups in the areas of tax structuring, tax modeling, tax due diligence and post-transaction tax integration services.Formally managed a $2 million relationship book of business focused on enhancing the enterprise value of privately held companies and their owners through delivery of CLA's integrated wealth advisory, outsourcing, audit, tax, and consulting services. CLA is among the nation's leading professional services firms with an unprecedented emphasis on serving privately held businesses and their owners. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With over 5,400 people (over 165 in Plymouth Meeting), over 110 locations across the U.S., and a global affiliation, CLA brings a wide array of solutions to help clients in all markets, foreign and domestic.

Chicago, Il, Us

Effective November 1, 2012, Asher & Company, Ltd. joined BDO USA, LLP. Managed a $1.1 million book of business while also providing support to the firm's national Transaction Advisory Services group. Provided proactive, timely and value-added transactional, compliance, and accounting-related tax planning solutions to middle-market corporate and pass-through entities. Organically grew net revenue from $300,000 to $700,000 in year one, and to $1.1 million in year two. Leadership roles included local office Technology and Life Sciences Industry Champion, Office Recruiting Champion, and Presenter at National Training Programs.

Chicago, Il, Us

Managed $1.5 million book of tax consulting and compliance business of Philadelphia office clients; Northeast Leader for Mergers and Acquisitions - Tax supporting the firm's Transaction Advisory Services Group

New York, Ny, Us

Advised multi-national corporations with complex mergers, acquisitions and divestitures.

Philadelphia, Pa, Us

Handled tax controversy matters for small businesses and individuals before the Internal Revenue Service and state taxing authorities in income tax, sales and use tax, property tax and general corporate matters.

New York, Ny, Us

Advised multi-national corporations with complex mergers, acquisitions and divestitures.

London, Gb

Advised businesses in the communications and entertainment industries related to federal, state and international tax issues.

New York, Ny, Us

Advised businesses in the information, communications and entertainment industries on federal and state tax issues.

Attended Seton Hall School of Law school on a full-time basis.

Princeton, Nj, Us

Assisted general counsel with contractual matters with various municipalities and customers.

Us

Assisted the Deputy Attorney General, Pension & Financial Transaction Division, with research, pension calculations, administrative proceedings and pre-trial preparation.

New York, New York, Us

Advised closely held business clients and their shareholders on audit, accounting and tax matters.

Provided audit and accounting services for middle market publicly held and private clients.

Ll.M., Taxation

J.D., Law

B.S., Business And Computer Science (Dual Major), Accounting Minor

College Prep