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IEN's Effective Hedge Fund Tax PlanningSeptember 17, 2019

Anchin is proud to sponsor this conference that will cover valuable strategies to ensure your fund has optimized its tax plan.Anchin partner E. George Teixeira will be speaking. Read More

IEN's Effective Hedge Fund Tax Planning
SEC Explores Softening Accredited Investor Standards
SEC Explores Softening Accredited Investor Standards
July 11, 2019Anchin's Financial Services Practice

On June 18th, the SEC issued a comment release for feedback on possibly loosening the accredited investor definition. This would potentially allow more investors to contribute to private funds and other restricted investments. Here’s what they’re considering and what could happen next. Read More

SEC Explores Softening Accredited Investor Standards
Anchin Appoints Nancy D. Lieberman as General Counsel
Anchin Appoints Nancy D. Lieberman as General Counsel
July 8, 2019

Anchin, a leading accounting, tax and advisory firm based in New York City, announced that Nancy D. Lieberman has been appointed as the firm's General Counsel. Nancy will assist the firm with a variety of business and legal matters. Read More

Anchin Appoints Nancy D. Lieberman as General Counsel

  • Beyond Meat Fever Turns the Tiny Pea Into America’s Hot New Crop
    Beyond Meat Fever Turns the Tiny Pea Into America’s Hot New Crop7/3/2019Published by Bloomberg NewsAnchin Partner Quoted: Gregory A. Wank, CPA, CGMA

    Greg Wank, Leader of Anchin's Food and Beverage Industry Practice, says the time is right for plant-based companies to go mainstream.

  • Proper Funding of Revocable Trust is the Key to Unlocking its Benefit
    Proper Funding of Revocable Trust is the Key to Unlocking its Benefit6/28/2019Tamir Dardashtian, Principal and Michael Rudegeair, Senior Manager - Anchin Private Client

    If an estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure that the trust is properly funded. Revocable trusts offer significant benefits, including asset management (in the event that the owner becomes incapacitated), probate avoidance and privacy. But these benefits aren’t available if the trust isn’t funded.

  • Reminder: Make Health Care Decisions While You’re Healthy
    Reminder: Make Health Care Decisions While You’re Healthy6/28/2019

    Estate planning isn’t just about what happens to one’s assets after death. It’s also about protecting one’s self and loved ones. This includes having a plan for making critical medical decisions in the event a person is unable to do so independently. And, as with other aspects of an estate plan, the time to act is now, while healthy. If an illness or injury renders a person unconscious or otherwise incapacitated, it will be too late.

  • Crossing State Lines to Gain Tax Savings and Other Benefits
    Crossing State Lines to Gain Tax Savings and Other Benefits5/31/2019Tamir Dardashtian, Principal and Michael Rudegeair, Senior Manager - Anchin Private Client

    People who live in states with high income taxes sometimes relocate to a state with a more favorable tax climate. A similar strategy can be available for trusts. If a trust is subject to high state income taxes, it may be possible to make changes to reduce tax exposure.

  • Estate Planning for Single Parents Requires Special Considerations
    Estate Planning for Single Parents Requires Special Considerations5/31/2019Jared Feldman, Co-Leader, Anchin Private Client

    While estate planning for single parents is similar to estate planning for families with two parents, when only one parent is involved, certain aspects demand special attention.

  • How to Transfer Art Investments to Future Generations
    How to Transfer Art Investments to Future Generations5/31/2019Gary Castle, Senior Advisor, Anchin Private Client

    It is said that beauty is in the eye of the beholder, and that statement may never ring so true as when families are deciding how and whether to transfer their art investments to future generations.

  • Financial and Other Considerations When Starting a Private Equity or Venture Capital Fund
    Financial and Other Considerations When Starting a Private Equity or Venture Capital Fund5/9/2019Anchin's Private Equity Practice

    Getting a private equity or venture capital fund off the ground takes more than a successful investment strategy. From the outset, you need to consider and plan for the lifespan of the fund, from concept to realization and eventual liquidation. These funds are far more complex and require significantly more financial planning than a typical long-short equity fund.

  • The Original Will: Can It Be Located?
    The Original Will: Can It Be Located? 4/30/2019 E. Richard Baum, Tax Partner, Anchin Private Client

    In a world that is increasingly paperless, many people are becoming accustomed to conducting a variety of transactions digitally. When it comes to one’s Last Will and testament, however, only an original, signed document will do.

  • Family Financial Fitness Part 2
    Family Financial Fitness Part 24/30/2019Mela Garber, Tax Leader, Anchin Private Client

     In instances when the family member who typically takes care of the finances falls ill and is unable to continue, a child may need to step in.

  • External Oversight Helps Keep Construction Costs in Line
    External Oversight Helps Keep Construction Costs in Line4/30/2019Margaret Kolb and Anthony Bracco

    Increasingly, project owners are turning to outside experts for construction cost oversight to address these concerns. 


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