E. Richard Baum is a tax partner at Anchin, Block & Anchin LLP. His practice focuses in the area of trusts and estates. He provides clients with a full range of planning and reporting services in the fiduciary area, including estate planning, preparation of estate and gift tax returns, fiduciary income tax returns for trusts and estates, qualified retirement plan distribution planning, and split-interest gift and charitable planning.

He is a frequent speaker on the topic of trust and estate and has authored articles on this matter, and on charitable contributions and giving. Richard has published work in the New York Law Journal, Taxation for Lawyers, and Taxation for Accountants. In addition, he has been profiled in the Private Asset Management Newsletter.

Richard is a member of the Trusts and Estates Section of the New York Bar Association and of the New York City Estate Planning Council.

Richard.Baum

Jane Bernardini is a tax partner at Anchin, Block & Anchin LLP with more than 30 years of experience in public accounting. She provides high net worth individuals and family groups with a full range of estate planning and wealth preservation services.

She specializes in estate planning, gifting and charitable giving, and the preparation of estate and income tax returns. She has a particular expertise in foreign trust planning and administration. Additionally, she manages the financial planning for multi-generational families, including asset protection planning, and planning for long-term financial security and wealth preservation.

Jane is a member of the Estate Planning Committee of the New York State Society of Certified Public Accountants (NYSSCPA), a member of the Personal Financial Specialist division of the American Institute of Certified Public Accountants (AICPA), and a member of the Financial Women's Association. She is also a member of the Estate Planning Council of NYC.

Jane.Bernardini

Jeffrey Rosenthal is the partner-in-charge of the firm’s Financial Services Practice. Jeffrey specializes in providing accounting, tax and business advice to a wide array of financial services entities including broker/dealers, investment partnerships (domestic and offshore), mutual funds, and investment advisors. He has extensive experience with newly formed entities assisting with start-up considerations such as form of practice, structure of agreements, and compensation arrangements.

Jeffrey frequently lectures on a variety of financial service industry topics, including “Registration and Compliance Issues for Investment Funds,”, “ Funds of Funds Issues”, ” Side Pockets Valuations Issues,” “Establishing and Operating a Hedge Fund,” “Planning for your Year-end Audit,” “Fund of Fund Issues and Practices,” “Accounting and Auditing Issues for Hedge Funds,” and “Soft Dollar Arrangements.”

Jeffrey is a past chairman of the New York State Society Committee on Stockbrokerage Accounting and also serves on its Investment Companies Committee (a charter member). Additionally he also serves on the Foundation of Accounting Education (FAE) Scholarship Committee.

He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). Jeffrey is an active member of Hedge Funds Care, a charitable organization dedicated to the prevention and treatment of child abuse victims.

Jeffrey.Rosenthal

Jim Vitiello is a senior manager at Anchin, Block & Anchin LLP with more than 20 years of wealth management experience gained at Big Four and boutique wealth management firms.

His career has been devoted to counseling senior corporate executives, privately-held business owners, professionals, entrepreneurs and investment bankers in all areas of wealth management, including investment management, insurance review, retirement planning (including employee benefit plans), income tax planning, and estate planning.

Jim.Vitiello

Upendra (Upen) Saraiya joined Anchin, Block & Anchin LLP in 1969, and later became a partner in 1984. Over the years, Upen has been involved with clients ranging from distributors, real estate owners and developers, and high net worth families. He is also Chief Financial Officer of the firm, and is a member of the firm's Family Office Division High Net Worth Group.

Upen is a member of the American Institute for Certified Public Accountants (AICPA), the New York State Society for Certified Public Accountants (NYSSCPA), and is a recipient of the Elijah Watt Sells Award.

In addition to English, Upen speaks Gujarati and Hindi.

Upendra.Saraiya