Fred Barotz, CPA, is a tax director at Anchin as well as a member of the Firm’s Private Client Group and Compensation & Benefits Services Group. Fred has advised many clients on deferred compensation, retirement planning and compliance matters on which he is also a frequent lecturer and author.
Fred services a wide range of clients including high net worth individuals, corporations, partnerships, trusts and foundations. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
- Compensation and Benefits
- Private Client
- Tax Planning and Compliance
- New Tax Legislation Impacts Your Retirement PlanningJanuary 8, 2020
On December 19, 2019, the SECURE (“Setting Every Community Up for Retirement Enhancement”) Act became law. The legislation contains a lengthy series of provisions impacting retirement plans and their participants. Two such changes are especially significant.
- Self-employed? Don’t Forget to Fund a Retirement PlanJuly 31, 2018
As a self-employed small business owner, you have numerous responsibilities on your plate that a salaried employee does not encounter. One critical but easily overlooked responsibility is to plan for your post-career financial well-being, by establishing, maintaining and funding your own retirement plan.
- Utilizing a Roth IRA in Your Estate PlanJune 30, 2017
Roth IRAs have long been a popular tool for individuals to save for retirement, but how many people are aware that they can also be used as a key component of an estate plan?
- COVID-19 Update Center
The Anchin COVID-19 Update Center is available to simplify your access to critical financial information. It is updated regularly to supplement your communications with your