Reflecting on the profound insights shared during Anchin’s 2024 Financial Services Forum, we are thrilled to highlight key quotes from our esteemed panelists. Panel Topic: Today’s Outlook on the Industry Panelist: Christina Lovett, Vice President at J.P. Morgan Private Bank Daniel Strachman, CDDA, Managing Partner at A&C Advisors LLC David Fitzgerald, Partner at Sadis & Goldberg LLP Zach Romanovsky, CFA, Investment Specialist at J.P. Morgan Private Bank
About us
Anchin is a leading accounting, tax and advisory firm, specializing in the needs of privately-held companies, investment funds and high-net-worth individuals and families. Its highly-focused industry specialization helps clients overcome challenges and achieve their financial objectives with exceptional confidence. Consistently recognized in respected “best of” lists for service, firm management and employee satisfaction, Anchin prioritizes partner-level engagement, and commitment to employee happiness. The full-service firm, with a staff of 450, including more than 60 partners, provides a wide range of assurance, financial reporting, tax and advisory services, including tax strategies and compliance; tax credits and incentives; state and local and international tax strategies, family office strategies management and succession advisory; growth, transition and exit strategies; transaction advisory; client accounting advisory services; cybersecurity and digital risk solutions; and litigation support, forensic accounting and valuation services. Anchin has offices in New York City, Uniondale, New York, and in Boca Raton, Florida, and is an independent member of BKR International, a network of more than 160 firms with over 500 offices in over 80 countries around the world. Discover what’s possible by visiting us online at www.anchin.com.
- Website
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http://www.anchin.com/
External link for Anchin
- Industry
- Accounting
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Partnership
- Founded
- 1923
- Specialties
- Financial Services, Business Advisory Services, Tax Advisory Services, Tax Controversy, State and Local Tax Issues, Cost Segregation, Economic Development, Litigation, Forensic and Valuation Services, Merger and Acquisitions, and Accounting and Auditing
Locations
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Primary
3 Times Square
New York, NY 10036, US
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50 Charles Lindbergh Blvd
Suite 206
Uniondale, New York 11553, US
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2255 Glades Rd
Boca Raton, Florida 33431, US
Employees at Anchin
Updates
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Anchin reposted this
Gain insights into planning, budgeting, integrated financial planning, performance reporting, and forecasting. Transform your approach to FP&A and drive your business forward with key strategies and insights. Unlock the full potential of your business with our comprehensive Financial Planning & Analysis Guide. Get your free guide today! https://lnkd.in/eQPcJKzd
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Anchin Invites you to Sip, Savor, and Secure Your Future: Estate and Gift Planning for Multi-Generational Families with Real Estate on July 25th at 4 pm at our New York Office. Enjoy networking and happy hour while learning more about how multi-generational families who own real estate can benefit from reviewing their estate and gift plans before the federal exemption expires at the end of 2025. https://lnkd.in/ed_QFBg2
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The recent amendments to New York State's Prompt Payment Act aim to address the issue of past due payments in the construction sector, providing a positive development for contractors. In this #AnchinAlert, Martin Arking and Phillip Ross, CPA explain how the updated Act introduces favorable changes, including stricter deadlines for payments and limits on retainage, to help alleviate payment delays and potential disputes. https://lnkd.in/eXQmSkGM
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Join us at our upcoming panel discussion "Is Your House in Order? Succession Planning and Protecting Your Brand" on October 23, at 11:15 AM at the Staffing World 2024 conference. Moderated by Diane Geller, Partner at Fox Rothschild, panelists Chris Noble, Partner and Leader of Anchin’s Professional Services and Technology Groups, Heather Ries, Partner at Fox Rothschild, and Brian Kennedy, M&A Advisor at R.A. Cohen Consulting will discuss succession planning considerations as well as provide guidance on addressing potential obstacles, and protecting your brand. #StaffingWorld2024 #BusinessContinuity
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Anchin Invites you to Sip, Savor, and Secure Your Future: Estate and Gift Planning for Multi-Generational Families with Real Estate on July 25th at 4 pm at our New York Office. Enjoy networking and happy hour while learning more about how multi-generational families who own real estate can benefit from reviewing their estate and gift plans before the federal exemption expires at the end of 2025. https://ow.ly/Nz1h50Sv5jf
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Anchin reposted this
Gain insights into planning, budgeting, integrated financial planning, performance reporting, and forecasting. Transform your approach to FP&A and drive your business forward with key strategies and insights. Unlock the full potential of your business with our comprehensive Financial Planning & Analysis Guide. Get your free guide today! https://lnkd.in/eQPcJKzd
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While inheritances are often viewed as generous gifts, there are situations where declining them may be the wiser financial choice, especially when considering potential tax implications. In this #AnchinAlert Michael F. Rudegeair, CPA, CFP®, explains how utilizing a qualified disclaimer not only directs assets more suitably but also can lead to significant tax advantages. This strategic decision enables assets to bypass the initial beneficiary and pass directly to the next in line, thus preserving estate tax exemptions and potentially reducing other tax liabilities. https://lnkd.in/eWKpVhqj
The Tax-Savvy Beneficiary: How and When to Decline an Inheritance - Anchin, Block & Anchin LLP
https://www.anchin.com