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

Sol Lipshitz is an accounting and audit partner at Anchin, Block & Anchin LLP. He has spent his entire professional career in public accounting, working closely with high net worth individuals and their families, privately held businesses, and clients in various industries, with a specialty in apparel and textile.

Sol's commercial practice focuses on the accounting, tax planning and business consulting for companies needing advice with strategic planning, mergers and acquisitions, succession planning, workouts for distressed companies, and business dispute resolution. He routinely assists clients in identifying and securing the right financing and equity for their business.

In addition, Sol also chairs the firm's Mergers and Acquisition Practice Group. Throughout his career, he has negotiated the acquisitions and sales of businesses on behalf of clients, while performing the due diligence work, evaluating the business's strengths and weaknesses, reviewing the financial and business terms of the legal documents, developing tax structures, and advising management on the required integration of the businesses. He has participated in transactions of all sizes.

Sol has lectured before bankers, attorneys, and other business owners and professionals on issues affecting company strategies relating to shareholder and family relationships.

He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).

Sol.Lipshitz

Jeffrey Rosenthal is an accounting and audit partner at Anchin, Block & Anchin LLP and a member of the firm’s Financial Services Group. Jeffrey specializes in providing accounting, tax and business advice to a wide array of financial services entities including brokers and dealers, offshore and domestic investment partnerships, and investment advisors. He has assisted newly formed entities with start up considerations such as form of practice, structure of agreements, and compensation arrangements.

Jeffrey is a member of the New York State Society Committee on Stockbrokerage Accounting and frequently lectures on a variety of financial service industry topics including “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 member of the New York State Society Committee on Stockbrokerage Accounting and has his Series 28. He is also a member of the American Institute of Certified Public Accountants (AICPA), and the New York State Society of Certified Public Accountants (NYSSCPA).

Jeffrey.Rosenthal

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

Richard Schneidman is a tax partner at Anchin, Block & Anchin LLP.

Richard's expertise includes tax and estate planning, consulting, business succession planning, and investment strategies - in addition to the traditional accounting services at Anchin. He also works with clients in the firm’s High Net Worth Group.

Richard is the executor and trustee for many families, and serves on boards of client’s companies, outside financial institutions, and non-profit organizations.

Richard is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), and the Family Firm Institute.

Richard.Schneidman

Evan Snapper is a principal in the Business Management practice at Anchin, Block & Anchin LLP. He specializes in business management and planning services for ultra high net worth individuals, entertainers, key corporate executives and foreign nationals. Evan's expertise encompasses tax strategy planning, stock option planning, estate and business succession planning, investment advisory services, retirement planning, risk management, goal setting and funding, corporate benefit optimization, as well as charitable giving.

Evan has been quoted in Money Magazine, The Wall Street Journal, The New York Times, The Washington Post, Financial Times, Bloomberg's Personal Finance, Ticker Magazine, The Hartford Courant, The Connecticut Post, and on several websites including The Street.com, CNNfn.com, Netfolio.com, and YahooFinanceVision.com.

Over the years, Evan has also appeared on numerous television programs such as NBC's Today Show, Late Night with David Letterman, CNBC's Wake up Call & Power Lunch, Fox's Good Morning News, CNN's Headline News, and ABC's Money Talks. In addition to television, Evan has participated in various radio shows for Bloomberg National Radio and National Public Radio (NPR).

Evan.Snapper

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

Ira Yohalem is an executive partner of Anchin, Block & Anchin LLP and chairperson of the firm’s Business Management Department. He has over 30 years of experience serving high profile and high net worth individuals and their families. He works with companies in a diverse range of industries, including fashion, entertainment, and manufacturing and distribution. Ira works closely with clients and provides financial consulting to improve their bottom line and increase their overall wealth.

Ira has written several articles on financial matters, including the trust and estate issues faced by high net worth individuals. He is a member of the American Institute of Certified Public Accountants (AICPA), and the New York State Society of Certified Public Accountants (NYSSCPA).

Ira.Yohalem