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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.

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  • 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…

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