Building Blocks For Success
Jared Feldman, CPA, is a Partner and the Practice Leader of the Firm’s Private Client Group. He specializes in providing a wide array of accounting, tax and advisory services for family offices, financial service executives, real estate developers, entertainment professionals, busy owners of privately held companies and wealthy individuals. He focuses on the accounting, tax, and business issues his clients face, including the ever-changing tax and regulatory landscape, estate planning, philanthropic and next generation planning, and business consulting.
Prior to joining the Private Client Group, Jared spent 11 years in Anchin’s audit and accounting department in addition to one year performing mergers and acquisitions advisory services to middle market companies.
Jared acts as a personal CFO to a broad range of clients. For both single- and multi-family offices, Jared and the Anchin team of seasoned professionals handle day-to-day functions such as bill payment services, tax reporting and payroll, as well as long-term tax planning and personal and business accounting issues. Working with other professionals as well as partners within the Firm, Jared provides seamless service in the areas of philanthropic gifting strategies, wealth transfer to future generations, internal control reviews and risk management. Jared co-hosted Anchin’s Women’s Financial Forum, a full-day conference for high net worth women, and Anchin’s Next Generation Financial Boot Camp, focused on the education of young adults of high net worth families.
Anchin’s Private Client Group develops long-term relationships and often operates as a member of the family office or management team. Jared works well with the client’s existing team of investment, legal and insurance advisors to provide the best combination of service and advice in the marketplace, resulting in fewer worries, better decisions and ultimately, greater overall advice.