Founded in 1923 as a three-man partnership, Anchin has developed into one of the largest and most highly respected accounting and advisory firms in the region. The firm's exclusive focus is on providing the highest level of service and benefits to privately held businesses. We provide a full range of services, including audits, reviews and compilations of financial statements; tax preparation and strategies; detailed analysis of acquisitions and financial restructuring; expert financial advice; tax incentives and strategies; management and succession advisory services; litigation support and forensic accounting and business profitability consulting.
Navigating today´s complex economic environment poses significant challenges to financial services firms and other market participants. Whether conditions are volatile or stable, bullish or bearish, savvy investors need to find ways to profit and thrive. Anchin´s Financial Services Group has assembled a team of seasoned experts to cater to the needs of the financial services industry, providing assurance and audit, tax, financial reporting, back office administration and business advisory services. We take a broad view of your business and work with management to design strategically oriented solutions, combining traditional tax and accounting services with information technology, operational analysis, and risk management to enhance value at the enterprise level.
For more than 35 years, we have created customized services and groomed professionals to serve our financial industry clientele, ranging from small, entrepreneurial startups to established funds. We work with over 400 investment partnerships, hedge funds, funds-of-funds, family offices, private equity funds, off-shore funds, master-feeder structures, broker/dealers, mutual funds, investment advisers, commodity advisers, securities specialists, and traders. We are proactive planners who can address concerns on the horizon before they become an issue, enabling you to better concentrate on investment performance.
As regulatory scrutiny intensifies and risk becomes increasingly difficult to manage, Anchin can provide the expertise to steer you through any challenge you may face. We have the capacity to advise our clients as they implement the latest and most sophisticated investment strategies and financial vehicles and can provide the appropriate accounting and tax advice to meet their needs, whether that means ensuring full compliance in financial reporting, minimizing tax exposure, or consulting on operations, regulatory registration, systems design, or technology solutions.
Jeffrey I. Rosenthal, CPA, is the Partner-In-Charge of Anchin, Block & Anchin LLP’s Financial Services Practice. Jeffrey specializes in providing accounting, tax and business advice to a wide array of financial services entities including broker/dealers, investment partnerships (domestic and offshore), funds-of-funds, mutual funds, private equity funds, and investment advisors. He has extensive experience advising newly formed entities assisting with start-up considerations such as form of practice, structure of agreements, compensation arrangements, compliance and regulatory matters.
Jeffrey frequently lectures on a variety of financial service industry topics, including “Registration and Compliance Issues for Investment Funds,” “Side Pockets Valuations Issues,” “Establishing and Operating a Hedge Fund,” “Planning for your Year-end Audit,” “Fund of Fund Issues and Practices,” “Accounting and Auditing Issues for Hedge Funds,” and “Soft Dollar Arrangements.”
Jeffrey is a past chairman of the New York State Society Committee on Stockbrokerage Accounting and also serves on its Investment Companies Committee (a charter member) and Investment Management Committee.
He is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), the Managed Funds Association (MFA), and the Hedge Fund Association (HFA).
Jeffrey serves on the Committee of Hearts and Grant Making Committees of Hedge Funds Care/Help For Children, a charitable organization dedicated to the prevention and treatment of child abuse victims. Additionally he also serves on the Foundation of Accounting Education (FAE) Scholarship Committee.
Adelphi University, B.B.A.
College of Financial Planners, CFP® certification
Peter L. Berlant, CPA is the Associate Partner-In-Charge of the firm’s Financial Services Practice. Peter’s primary area of practice focuses on pooled investment vehicles, including: investment partnerships and mutual funds. He has spent more than 30 years advising investment companies and middle market, privately held companies, in a wide variety of industries and their principals.
As a frequent lecturer, he has spoken before various organizations and professional groups on topics that have included: Fund Operations, Practice Issues in the (Adviser) Registration Process, Emerging Accounting, Auditing and Tax Issues for Funds of Funds, Reporting for Derivative Financial Instruments, Non-traditional Sources of Financing, Lending to Specialized Industries and Deferred Taxes. Often quoted, his comments have appeared in IA Weekly, The Practical Accountant, Collections and Credit Risk, The Secured Lender, The Trusted Professional and other publications.
He is an active member of the American Institute of Certified Public Accountants (AICPA) where he recently concluded his third term on the Governing Council. Peter is also active in the New York State Society of Certified Public Accountants (NYSSCPA) where he served as the inaugural Chair of the Investment Companies Committee and continues as Co-Chair of its Investment Companies Conference. He previously served as the Vice President for Professional Issues and Comment and member of the Executive Committee of the Board of Directors of the NYSSCPA, as well as Chairman and member of many of its committees. Peter is a member of the Managed Funds Association, the Hedge Funds Association and the New York Hedge Fund Roundtable.
In addition, Peter serves on the Advisory Board to the Joseph I. Lubin School of Accounting in the Martin J. Whitman School of Management at Syracuse University; his Alma Mater.
Syracuse University, B.S., Summa Cum Laude
(Dual Major: Business Administration and Public Communications)