Corporate Executive Tax Services

Privately-held and publicly-held corporations throughout the tri-state area have turned to Anchin Wealth Management LLC to provide corporate executive tax and financial planning services to their top executives. Provision of such services is widely regarded as a key incentive to attract and retain top talent.

Why do these corporations turn to Anchin Wealth Management to provide these services? For a number of key reasons, including:

• Independence . Anchin has no proprietary products to sell and thus, no conflict of interests. We are independent and objective; our goal is to help the executive maximize his/her wealth for current and future generations.
• Role as financial quarterback. We "quarterback" all of the executive's advisors, including the attorney, accounting, financial planner, and others, ensuring that any estate plans or financial decisions that are made are comprehensive, thorough and headed in the same direction.
• Inclusion of all disciplines. Our services include all the disciplines of comprehensive wealth management, including: Investments; Tax Planning; Insurance (asset protection); Retirement Planning and Employee Benefits; and Estate Planning.
• Tax expertise. Anchin is renown for its tax consulting expertise and its outstanding reputation in the banking, legal and financial communities.
• Partner involvement . We provide direct partner involvement with each executive and his/her spouse.
• Ease of budgeting. Anchin is paid for time spent with a "cap," so corporate budgeting is easy and dependable.

Experience. Independence. Comprehensive services. That's why corporations throughout the tri-state choose Anchin Wealth Management to serve their top executives.