Antonia Greenwald, CPA, is a director at Anchin as well as a member of the Firm’s Private Client Group and Matrimonial Services Group. Antonia has more than 20 years of experience servicing high net worth individuals and family offices in the areas of individual, fiduciary and gift tax compliance and planning. She works with clients to develop wealth transfer strategies, incorporating tax strategies and estate planning. Antonia also assists clients in matrimonial issues, including income and expense analysis, review of separation/divorce agreements for tax implications on proposed settlements, and post divorce tax planning.
In addition to client responsibilities, Antonia is a member of the Firm’s mentoring program where she plays a role in the recruiting, training and mentoring processes at Anchin. She is also an instructor for in-house professional development seminars.
Prior to joining Anchin, Antonia was a senior manager with the New York office of an international accounting and consulting firm and vice president of the tax department at one of the oldest New York family offices.
Antonia is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA) and the National Association of Professional Women.
- Matrimonial Advisory
- Private Client
- Tax Planning and Compliance
- The Financial Considerations of Marrying Later in LifeFebruary 28, 2019
While there are benefits to later-in-life marriages, there are also financial considerations to keep in mind, as each spouse is more likely to enter into the marriage with their own financial assets and responsibilities. As a lot of planning goes into the “big day”, there are a few details that should not be overlooked.
- Changes Affecting Divorce in Light of the Tax Cuts and Jobs ActJune 28, 2018
The new law applies to divorce or separation agreements executed after December 31, 2018, which means that divorcing spouses will have a good reason to finalize their divorce by the end of the year.
- Requirements to Keep In Mind When Making Charitable ContributionsMarch 29, 2018
There are certain rules that must be followed in order to document a donation of property to be able to receive a tax deduction.