Fred Barotz, CPA, is a tax director at Anchin as well as a member of the Firm’s Private Client Group and Compensation & Benefits Services Group. Fred has advised many clients on deferred compensation, retirement planning and compliance matters on which he is also a frequent lecturer and author.
Fred services a wide range of clients including high net worth individuals, corporations, partnerships, trusts and foundations. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
- Compensation and Benefits
- Private Client
- Tax Planning and Compliance
- Utilizing a Roth IRA in Your Estate PlanJune 30, 2017
Roth IRAs have long been a popular tool for individuals to save for retirement, but how many people are aware that they can also be used as a key component of an estate plan?