Year-End Tax Planning Updates

Date: Tuesday, November 4, 2025
Time: 11:45am - 1:00pm
Location: Tompkins Co. Free Public Library, 101 E. Green St., Ithaca
Speaker: Jesse J. Wheeler, CPA, CFE, Co-managing Partner Davidson-Fox

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Jesse Wheeler earned his BS in Accounting from Binghamton University and specializes in accounting and taxation for small-to-medium-sized businesses, with a focus on forensic accounting. His practice extends to non-profit organizations, healthcare providers, manufacturing, estates/trusts, and employee benefit plans. A dedicated professional, Jesse is affiliated with several esteemed organizations including the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants (NYSSCPA), the Pennsylvania Institute of Public Accountants, and the Association of Certified Fraud Examiners.  In addition to his client work, Jesse provides quality control (peer review) services for accounting firms across New York and Pennsylvania and serves on the NYS Peer Review Oversight Committee. Committed to his community, he volunteers with local non-profit organizations such as LUMA Arts Initiative, Binghamton Auxiliary Services Corporation, New Vine Records, and Broome County Arena/Forum. Jesse is also a graduate of the 2008 Broome Leadership Institute.

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