John Zias, CPA, is a tax director at Anchin, Block & Anchin LLP. He specializes in the taxation of securities transactions and has extensive tax background in partnership and individual areas. John has more than 15 years of experience in serving investment partnerships, investment advisors, hedge funds, fund of funds, and investment partnership management companies. He often provides transactional analysis and tax advice to clients. His clientele includes some of the largest investment partnerships in the country.
John is a frequent lecturer at in-house seminars on investment partnership structures, wash sales, constructive sales, straddles, contribution and distribution of securities and other related financial services topics. His responsibilities include keeping the New York tax department apprised of any tax related changes in the financial services industry.
John is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).
- Tax Planning and Compliance
- Financial Services
- SEC Announces 2018 Compliance Examination PrioritiesFebruary 16, 2018
As they have for many years, the SEC announced its 2018 Office of Compliance Inspections and Examinations (OCIE) examination priorities.
- Tax Court Ruling That Family Office Carried on a Trade or Business May Offer Tax Planning Opportunities February 5, 2018
On December 13, 2017, in Lender Management, LLC v. Commissioner, the U.S. Tax Court ruled that a family office, Lender Management, LLC (“Lender Management”), carried on a trade or business as an investment manager rather than as a passive investor and was therefore entitled to deduct expenses under §162 (“deductible above-the-line with no income limitation”) vs. §212 (“miscellaneous itemized deductions subject to the 2% of adjusted gross income (AGI) floor”).