Tara Burek, CPA, is a tax partner at Anchin as well as a member of the Firm’s Private Client Group. Tara has more than 15 years of experience in providing tax consulting and compliance services for privately held businesses including corporations, partnerships, and LLCs, as well as high-net worth individuals.
As a member of the Firm’s Private Client Group, Tara is involved with the planning and compliance for high-net worth families on specialized matters. She provides a wide-array of consulting services, including implementing effective tax strategies which are tailored to a family’s financial goals.
In addition to client responsibilities, Tara is a member of Anchin’s Women’s Initiative Network (AWIN), which focuses on the professional development of women within the Firm. She is also deeply involved in the Firm’s mentor program where she plays a key role in the recruiting, development, and training processes at Anchin. She is also a frequent lecturer at in-house professional development seminars.
Tara is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).
- Private Client
- Tax Planning and Compliance
- The Financial Changes High Net Worth Women Need to Plan for as Joe Biden Takes OfficeJanuary 19, 2021
Worth sat down with Anchin Tax Partner Tara Burek to discuss the changing relationship between women and wealth, what high net worth women need to keep in mind as they do their financial planning and what we all need to know about how tax policy might be changing with Biden at the helm.
- Anchin's Year End Trusts & Estates SeriesDecember 17, 2020
This series provides insights on how estate and trust planners may capitalize on the market’s historically low interest rates, and how high net-worth families could take advantage of trust and estate planning strategies before the new administration takes office in January.
- Two Easy Ways to Use Low Interest Rates in Your Estate PlanNovember 24, 2020
Current estate planning has focused on utilizing a taxpayer’s historically large lifetime exemption because this amount is slated to decrease under the current law in a few years (and possibly sooner by government action). When the exemption has already been used, here are two more planning techniques that will also help the taxpayer benefit from the unusually low interest rate environment.
- Preserving Your Family Legacy with Spousal Lifetime Access Trusts (SLATs)November 13, 2020
We are currently experiencing a perfect storm for estate planning – a historically high Federal gift tax exemption coupled with depressed values, largely attributable to the pandemic. A married couple has the ability to transfer up to $23 million out of their estate with no gift tax payable. This exemption is scheduled to be reduced by half in five years, or sooner, through new legislation. While taking advantage of this significant estate planning opportunity is very appealing, many people are reluctant to part with this level of assets. Fortunately, there is a vehicle which allows for assets to be transferred to a trust, removing them from the estate, while still allowing access if needed.
- Wisdom from the Women of Anchin Private ClientMarch 18, 2020
In honor of Women’s History Month, we asked some of the amazing women in Anchin Private Client to share their wisdom. We hope that you find this piece thought provoking and that it allows you to better get to know some of the powerhouses behind the practice.
- Anchin, Block & Anchin LLP Admits three to the Partnership and Promotes four to DirectorNovember 21, 2019
Anchin is pleased to announce the promotions of Tara Burek, CPA, Alek Dziedzic, CPA, and Megan Klingbeil, CPA, to the partnership as of October 1, 2019. In addition to the new partners, Audelene Gutierrez, CPA, Brent Lessey, CPA, Adam Pizzo, CPA, and Michael Rudegeair, CPA, CFP, have been promoted to Director.
- Considering Retirement? Tax Burdens Can Help You Decide WhereAugust 29, 2019
Retirement is a major life event which requires much consideration. Since many retirees prefer to simplify their lives upon retirement, they may consider relocating to another state. Often, a heavily weighted factor in this decision is the state and local tax burden imposed by high-tax jurisdictions, such as New York or California.
- Considerations in Choosing a Guardian for your Minor ChildrenAugust 29, 2018
One of the hardest things for a parent to imagine is not being there for their children. This is one typical reason why many delay choosing a guardian. However, despite the challenge, parents of minor children should incorporate into their estate plan who will take care of their children in the event of their death. By planning today, parents can help to ensure that their children are well cared for should the worst happen. If there is no plan in place, guardianship decisions are likely to be made by the state and are often not what the parents would have chosen.
- Taxation: More than just a NY “State” of MindJanuary 31, 2018
Families that live in one state may find that they have earned income in many states due to the various sources of their income.
- Anchin Webinar: A Wake Up Call: Some of the Eye-Opening and Under-Publicized Impacts of the TCJAFebruary 27, 2018
In this recorded webinar, Anchin Private Client assembled a panel of professionals to discuss some of the most impactful changes, share insight on common misconceptions and misunderstandings uncovered in our conversations with clients and contacts, and address questions from attendees.