Tara Burek, CPA, is a tax partner at Anchin as well as a member of the Firm’s Private Client Group. Tara has more than 10 years of experience in providing tax consulting and compliance services for privately held businesses including corporations, partnerships, and LLCs, as well as high-net worth individuals.
As a member of the Firm’s Private Client Group, Tara is involved with the planning and compliance for high-net worth families on specialized matters. She provides a wide-array of consulting services, including implementing effective tax strategies which are tailored to a family’s financial goals.
In addition to client responsibilities, Tara is a member of Anchin’s Women’s Initiative Network (AWIN), which focuses on the professional development of women within the Firm. She is also deeply involved in the Firm’s mentor program where she plays a key role in the recruiting, development, and training processes at Anchin. She is also a frequent lecturer at in-house professional development seminars.
Tara is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).
- Private Client
- Tax Planning and Compliance
- Considering Retirement? Tax Burdens Can Help You Decide WhereAugust 29, 2019
Retirement is a major life event which requires much consideration. Since many retirees prefer to simplify their lives upon retirement, they may consider relocating to another state. Often, a heavily weighted factor in this decision is the state and local tax burden imposed by high-tax jurisdictions, such as New York or California.
- Considerations in Choosing a Guardian for your Minor ChildrenAugust 29, 2018
One of the hardest things for a parent to imagine is not being there for their children. This is one typical reason why many delay choosing a guardian. However, despite the challenge, parents of minor children should incorporate into their estate plan who will take care of their children in the event of their death. By planning today, parents can help to ensure that their children are well cared for should the worst happen. If there is no plan in place, guardianship decisions are likely to be made by the state and are often not what the parents would have chosen.
- Taxation: More than just a NY “State” of MindJanuary 31, 2018
Families that live in one state may find that they have earned income in many states due to the various sources of their income.
- Anchin Webinar: A Wake Up Call: Some of the Eye-Opening and Under-Publicized Impacts of the TCJAFebruary 27, 2018
In this recorded webinar, Anchin Private Client assembled a panel of professionals to discuss some of the most impactful changes, share insight on common misconceptions and misunderstandings uncovered in our conversations with clients and contacts, and address questions from attendees.