Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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If you own commercial property of any kind, whether it’s where you operate your business or it’s property you lease to others, this program is for you. The IRS tax code includes provisions that could save you money — potentially a lot of money. However, many business owners are not aware of these advantages that have actually been part of the tax code for years, so we’ve invited Mr. Steve Oppenheim to fill you in on the details. He’s a CPA and partner at Gettry Marcus in New York. As a member of the firm’s Real Estate Group, he works with commercial and residential property owners and developers on matters that may impact their businesses.
Partner at Gettry Marcus CPA
Steven Oppenheim is a Partner at Gettry Marcus CPA, P.C. He is a Certified Public Accountant with over 20 years of public accounting experience. Mr. Oppenheim provides accounting, consulting and tax services to a diversified client base including closely-held companies and family-owned businesses. His expertise includes working with clients in the real estate industry, high net worth individuals and trust and estates. He is also a member of the firm’s Real Estate and Trust & Estates Groups.
As a member of the Real Estate Group, Mr. Oppenheim advises both commercial and residential owners and developers on matters that may impact their businesses. He provides consultation and advisory services in the analysis, acquisition, and tax planning for real estate transactions. In addition, he provides real estate and private equity funds with accounting, consulting and tax support.
As a member of the Trust & Estates Group, Mr. Oppenheim provides high-net-worth individuals with diversified accounting, consulting, tax planning, and trust and estate services including the preparation of fiduciary income tax returns for simple trusts, complex trusts, grantor trusts, charitable remainder unitrusts and charitable remainder annuity trusts. Additionally, he has experience with an array of estate and trust administration services, among them planning and preparing state and federal estate and gift tax returns.
A graduate of the University at Buffalo, Mr. Oppenheim is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Estate Planning Council of Nassau County, and the Society of Trust & Estate Practitioners. He also volunteers his time to coaching children in sports activities in his community.
We invested over a decade perfecting every step of the process. The result is a method proven to reduce your risk and maximize your price.
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Buy-Side M&A
M&A is part art and part science, and sellers and buyers can benefit from considering the view from the other side of the negotiating table. Andrew Morbitzer goes into detail…
Search Fund | Independent Sponsor
This edition of M&A Talk offers a refreshing perspective on what really matters in a business – the people. Austin King discusses topics that impact a seller and what his…
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