Financial Reporting

Hands-on Financial Services Advisory to Guide Strategy, Structure and Compliance

Financial Services industry entities face intense regulatory scrutiny and market risk as they navigate decisions about how to structure fund offerings, minimize tax exposure and ensure compliance.

As a leading provider of audit, accounting and tax services for investment fund managers and private equity firms, Anchin’s Financial Services Team develops strategic, growth-oriented solutions to address key concerns at every stage:

  • Structure of fund offerings
  • Financial reporting compliance
  • Design and implementation of optimal tax positions and allocations
  • Compensation arrangements for investment managers
  • Tax treatment of contributed securities
  • Distribution of appreciated property and other withdrawals
  • Operations management
  • Offshore fund support

Anchin provides tailored services to private equity firms and portfolio companies. Our team of experienced professionals offers in-depth industry knowledge while recognizing that each transaction is unique.

Our Emerging Manager Platform offers new fund managers access to a range of valuable and innovative resources to support a successful fund launch, and seasoned guidance through all subsequent stages.

For companies involved in the development of new applications for trading, online and mobile banking, process automation and cybersecurity, Anchin can help ensure they benefit from available research and development tax credits at every phase.