We hope you enjoy our summer edition of ‘Filling the Gap’, where we provide updates on Qualified Small Business Stock (QSBS) and how it will impact your tax planning.
BY ANCHIN'S FINANCIAL SERVICES GROUP - SUMMER 2025 ISSUE
We hope you enjoy our summer edition of ‘Filling the Gap’, where we provide updates on Qualified Small Business Stock (QSBS) and how it will impact your tax planning. Additionally, as a follow up to two of our recent events, the Financial Services One Big Beautiful Bill Act (OBBBA) Webinar and Financial Services Forum, we have included the OBBBA webinar recording and key takeaways article from the Financial Services Forum. We hope you find this information insightful and helpful as you navigate today’s environment. Please don’t hesitate to reach out to us for further clarification.
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.
Qualified Small Business Stock: A Big Deal in the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) introduces significant reforms to Qualified Small Business Stock (QSBS) that could significantly affect tax planning and investment strategies across the financial services industry. This article explores key changes including increased capital gains exclusions, expanded investor optionality, and more flexible qualification criteria and their potential to reshape how advisors, wealth managers, and institutional investors approach investments. With QSBS poised to become an even more powerful tool for tax-efficient growth and client value creation, financial professionals must understand the evolving landscape to strategically position portfolios and planning strategies.
Big Beautiful Bill Breakdown: Major Tax Changes for the Financial Services Industry
The One Big Beautiful Bill Act (OBBBA) is a sweeping piece of tax legislation that reshapes key areas of the Internal Revenue Code. We are pleased to offer this on-demand webinar designed to help you understand the key provisions of the legislation and how to strategically navigate these changes. Led by seasoned tax professionals in our Financial Services Group, this session outlines some of the most significant changes likely to impact the financial services industry.
Navigating Change: Key Takeaways from Anchin’s 2025 Financial Services Forum
In May, Anchin convened a trio of expert-led panels to guide industry leaders through the current state of the financial services industry and what’s ahead. The sessions, featuring senior voices from investment firms, law, tax, valuation, and operations, offered forward-looking analysis and practical recommendations for navigating uncertainty. Spanning topics from liquidity management to portfolio valuation and tax reforms, the panels were designed to help asset managers, CFOs, fund administrators, and investors prepare for a future marked by both risk and opportunity.
Voting is open for the 2025 edition of the Private Equity Wire U.S. Awards. These awards recognize fund performance and service provider excellence in private equity. Below is a link to the awards survey. Your consideration of Anchin for the following categories would be greatly appreciated:
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.
