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Anchin believes that the best way to help you achieve your financial goals for your business or family is with thoughtful and comprehensive advice. In practice for nearly 100 years, Anchin has an extensive track record across a range of specialty areas. That means they can get right to work on strategies that are best suited for your family, fund or privately held business.

The firm recently opened an office in Boca Raton. “It’s a natural fit, as Boca is full of commerce and energy. Our clientele and network of Florida-based advisors has helped us feel welcomed,” said Kathleen Braica, CPA, Partner in Anchin’s Private Client Group and leader of the new Boca Raton office. The boutique firm with a variety of specialty areas including private client, real estate and financial services, employs a staff of 450 with 60 partners.

When you turn to Anchin for financial reporting, assurance, tax, and advisory solutions, you benefit from the insight they’ve developed serving families and businesses facing similar challenges. Anchin’s proactive and comprehensive approach will help you implement strategies and plans with your unique goals in mind.  Additionally, the firm has consistent leadership and low turnover at the partner and staff levels, yielding quality and timely service.

“Our culture is friendly and collaborative. Partners are hands-on and easily accessible,” said Braica. “When you engage Anchin, you get the resources and support of the entire firm and all of its capabilities.”

The firm’s clientele is based throughout the US, and service offerings range from trusts and estates and business succession planning to transaction advisory and cybersecurity.

“I love helping my clients save money and accomplish financial goals through proactive ideas and solutions that are customized for them,” concluded Braica.

Braica has spent the last 20 years serving the South Florida region, providing tax planning and compliance services. She specializes in the complexities that are unique to high-net-worth individuals and families, notably trusts and estates, and the strategic planning that they require. Braica and her Florida team help clients develop gifting and income tax planning strategies to minimize tax exposure and have experience representing clients before the IRS.

Anchin, One Boca Place, 2255 Glades Road, Ste. 111E, Boca Raton,
212-863-1216, [email protected]

Read the original article as published in The Boca Raton Observer.