In this issue, we examine the compliance risks associated with benefit plan investments in hedge funds and private equity, highlighting strategies to avoid costly challenges.
BY ANCHIN'S FINANCIAL SERVICES GROUP - SPRING 2025 ISSUE
Welcome to the Spring edition of our Filling the Gap newsletter, where we provide insights on critical financial and regulatory topics. In this issue, we examine the compliance risks associated with benefit plan investments in hedge funds and private equity, highlighting strategies to avoid costly challenges. Additionally, we discuss how the rapid wave of mergers and private equity investments is reshaping the accounting profession. We hope you find these articles insightful and helpful as you navigate today’s financial environment.
As you review your accounting and tax strategies, consider whether you’re truly receiving everything you need from your current service provider, or if a specialty advisor like Anchin could fill the gap to cover what’s missing, and take your management and compliance efforts to the next level. To learn more about the topics covered in this newsletter, please contact E. George Teixeira, David Horton or your Anchin Relationship Partner.
Hot Topics:
What to Look for in a CPA Firm as the Accounting Industry Consolidates
As the accounting industry undergoes consolidation, alternative investment funds face a pivotal question: How do you choose the right CPA firm? Today’s firms are more than number crunchers—they're strategic partners. This article explores the key factors funds should consider when evaluating accounting firms, from team stability and fee structures to industry expertise and a commitment to personalized service. Whether you're reassessing an existing relationship or seeking a new one, the stakes are high.
How Benefit Plan Investments Can Trigger ERISA Fiduciary Rules for Fund and PE Managers
Hedge fund and private equity managers risk triggering ERISA fiduciary duties by accepting investments from benefit plan investors. If these investors hold 25%+ of any equity class, strict compliance rules kick in and lead to costly regulatory challenges. Knowing how to manage this threshold is crucial to avoiding legal pitfalls. Learn how to best to protect your fund.
Join us at Anchin's Financial Services 2025 Industry Outlook Forum - Tuesday, May 6th
Join us for a comprehensive look into the trends, challenges and opportunities within the financial services industry. Don’t miss this chance to gain invaluable wisdom, fortify your business strategies, and network with industry colleagues.
Personalized solutions and senior-level attention for your specialized needs.
As regulatory scrutiny intensifies and risk becomes increasingly difficult to manage, financial services firms are facing more complex challenges. Anchin can provide the guidance needed to steer you down the right path. Our services include ensuring full compliance in financial reporting, minimizing tax exposure, consulting on operations, regulatory registration, systems design, and technology solutions. Our team of experienced specialists take the time to understand your firm’s tax and financial reporting needs to design strategic, growth-oriented solutions.
Our size and culture enable us to offer this full range of services while still providing the personalized attention and accessibility required by our diverse client base. From small, entrepreneurial startups to established funds, Anchin provides high-level, high-touch service to financial services firms. We are the right-sized firm for you - providing maximum value, senior level guidance, specialized insight and superior service.
