Financial Services
New York is the financial capital of the world. The dynamics of the financial services industry and sheer volume of securities traded on a given day is staggering. As a result, a specialized sector within the accounting industry has emerged to service this unique market.
We have a long history of working with financial services firms, providing tax planning, audit and accounting services to a wide range of entities in this fast-paced industry. Our clients include investment advisors, hedge funds, investment partnerships, and broker/dealers.
Specifically, our service offerings to the financial sector include:
- Audits, reviews and compilations
- Tax preparation and compliance
- Regulatory compliance
- Business structuring
- Entity choice
- Consulting on federal, state and international tax issues
- Onshore and offshore funds
- Foreign ownerships
- Employee benefits plan audits and preparation of Form 5500
In particular, we have found that the mechanics of accounting for the transaction volume generated by mid-sized hedge funds and allocating that activity across dozens, or even hundreds, of participants requires specialized skills and systems.
By partnering with EisnerLubin, your financial services firm can be assured of receiving timely, accurate reporting and engagements. This helps free up your time to address other critical business issues like growing industry regulations, increased competition for institutional investors, and the sourcing of new capital.
To learn more, contact Jim Rockwitz at 212 829 3227 or email him at jrockwitz@withum.com.