Anchin, Block & Anchin LLP
George Teixeira, CPA, MS, is a Tax Partner at Anchin. He is the Tax Leader of the Firm’s Financial Services Practice and Leader of the Firm’s Private Equity Group, as well as a member of Anchin Private Client.
George is experienced in servicing the alternative investment, private equity and financial services industries. His expertise includes tax planning for high-net-worth individuals, investment partnerships, investment advisors, broker-dealers, venture capital companies, hedge funds (and their investors), investment partnership management companies and general partner entities. He specializes in the taxation of securities transactions and financial services companies, in addition to offering tax compliance and consulting services for a diversity of entities and individuals.
George works closely with clients to develop effective planning structures and strategies. He advises high-net-worth individuals on estate planning, trust planning, charitable contributions and investment strategy and planning. His specific knowledge of straddles, swaps, options, wash sales and mark to market investments has led to his involvement with some of the largest investment partnerships in the country and the expansion of investment firms’ funds offshore.
George frequently lectures for the Financial Research Associates (FRA) and the New York State Society of CPAs (NYSSCPA) on issues such as tax allocation methodologies, partnership contributions and distributions as well as tax planning and structuring. Prior to joining Anchin, George was a partner in a national firm where he was the financial services tax practice leader.
George is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). He is also a member of the Wall Street Tax Association (WSTA), the Managed Funds Association (MFA) and the Association for Corporate Growth (ACG). In addition to English, George is fluent in Portuguese.
Anchin, Block & Anchin LLP
Anchin, Block & Anchin LLP today is recognized as one of the largest and fastest-growing accounting firms in the country (Public Accounting Report). The full-service firm serves privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional advisory services, including financial statement preparation; tax planning and compliance services; economic development and tax incentives; management and succession advisory services; litigation support, forensic accounting and valuation services; merger and acquisition services; and wealth management. Our mission is to be our clients� expert partner, accomplishing this through creativity, integrity and care. We are committed to connecting clients with industry partners who provide them with industry knowledge and innovative insights.