Jared Feldman, CPA, is a partner at Anchin and Co-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. In addition to a CPA, Jared holds both the FINRA Series 7 and 63 certifications.
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 regards to philanthropic gifting strategies, wealth transfer to future generations, internal control reviews and risk management. Jared co-hosted at Anchin’s Women’s Financial Forum, a full-day conference for high net worth women, and at 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. Jared was listed in the April 2013 issue of Private Asset Management (PAM) Magazine’s inaugural Rising Stars list featuring the wealth management and family office industries’ brightest emerging players.
- Family Office Support and Business Management
- Private Client
- Tax Planning and Compliance
- Planning Ahead by Looking Back and Using the Team of AdvisorsNovember 29, 2016
High net worth families must always have someone minding the store in order to make sure important items aren’t missed.
- Fourth-quarter tax strategiesOctober 31, 2016
Jared Feldman, Co-Leader of Anchin Private Client, points out some tax issues that may confront high earning individuals.
- Do’s and Don’ts of Investing in Private Companies September 20, 2016
Jared Feldman, Co-Leader of Anchin Private Client, advises on the danger of investing based on personal relationships.
- Looking Beyond Brexit: Planning for What May Come NextJune 30, 2016
The chief challenge to consider is the heaping dose of uncertainty that has suddenly been thrust into the political and economic global scene. Uncertainty is unsettling.
- Anchin Private Client appoints Jared Feldman as Co-Practice LeaderMarch 30, 2016
Anchin appoints Jared Feldman as Co-Practice Leader of Anchin Private Client, a specialty group devoted to working with affluent clients.
- Identity Fraud Most Common Among High Net-Worth IndividualsOctober 23, 2015
High net-worth individuals have access to a lot more financial protection than the rest of the population, but that doesn’t make them immune to fraud in the least.
- How to Maintain Your Wealth Once You’ve Attained ItOctober 13, 2015
Even you get rich easily, maintaining those riches and turning them into lasting wealth is far more difficult.
- Company Profile: Anchin Private Client's Personal CFO ApproachOctober 1, 2015
Perceptions of family offices – including what they are and who needs or has one – have changed quite dramatically over the past decade to include a much broader spectrum of wealthy individuals.
- You’ve Won Big -- What Will That Windfall Cost You in Taxes?May 11, 2015
So you cleaned up at the casino, finally had that winning lottery ticket pay off or were the last person with his hand on the truck at the mall this weekend. What’s that "free" gift going to cost you?
- Rising StarsApril 1, 2013
In its inaugural ‘Rising Stars’ list, PAM details the wealth management and family office industry's brightest emerging players