Building Blocks For Success

George Teixeira, CPA, MS, is a Tax Partner at Anchin. He is the Leader of the Firm’s Financial Services Practice and the Private Equity Group, as well as a member of Anchin Private Client.

George is experienced in servicing the alternative investment, private equity and financial services industries. His expertise includes tax planning for high-net worth individuals, investment partnerships, investment advisors, broker-dealers, venture capital companies, hedge funds (and their investors), investment partnership management companies and general partner entities. He specializes in the taxation of securities transactions and financial services companies, in addition to offering tax compliance and consulting services for a diversity of entities and individuals.

George works closely with clients to develop effective planning structures and strategies. He advises high-net-worth individuals on estate planning, trust planning, charitable contributions and investment strategy and planning. His specific knowledge of straddles, swaps, options, wash sales and mark to market investments has led to his involvement with some of the largest investment partnerships in the country and the expansion of investment firms’ funds offshore.

George frequently lectures for the Financial Research Associates (FRA) and the New York State Society of CPAs (NYSSCPA) on issues such as tax allocation methodologies, partnership contributions and distributions as well as tax planning and structuring. Prior to joining Anchin, George was a partner in a national firm where he was the financial services tax practice leader.

George is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). He is also a member of the Wall Street Tax Association (WSTA), the Managed Funds Association (MFA) and the Association for Corporate Growth (ACG). In addition to English, George is fluent in Portuguese.