We hope you enjoy our winter edition of ‘Filling the Gap’, where we provide tax planning updates with our annual Financial Services Tax Planning Guide and insights on Unrelated Business Taxable Income (UBTI) and the associated tax and compliance issues.
BY ANCHIN'S FINANCIAL SERVICES GROUP - WINTER 2026 ISSUE
We hope you enjoy our winter edition of ‘Filling the Gap’, where we provide tax planning updates with our annual Financial Services Tax Planning Guide and insights on Unrelated Business Taxable Income (UBTI) and the associated tax and compliance issues. Additionally, for our NYC-area contacts, please join us at our next in-person event ‘Financial Services Roundtable: Perspectives from a Bloomberg Economist’ on January 20th.
Please don’t hesitate to reach out to our team with any tax planning questions or further clarification on the above. We are here to help.
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.
2025/2026 Tax Planning Guide
While there were some concerns in the financial services industry prior to the passage of the One Big Beautiful Bill Act (OBBBA), by and large this bill was favorable to the industry in most every aspect. This guide covers specifics, nuances, and details of the legislation, as well as tax planning opportunities provided by the OBBBA.
Alternative Investment Structures for Accommodating Unrelated Business Taxable Income (UBTI) Sensitive Investors
The alternative investment industry—including hedge funds, private equity, venture capital, and fund of funds—has seen growing participation from tax-exempt investors, many of whom are highly sensitive to Unrelated Business Taxable Income (UBTI). This article provides an overview of UBTI and explains why alternative investments are generally attractive to tax-exempt investors and highlights two common and often unexpected UBTI triggers.
Financial Services Roundtable: Perspectives from a Bloomberg Economist
Please join Anchin's Financial Services group for an economist roundtable on January 20th featuring discussions led by Stuart Paul, Bloomberg Economics' US & Canada Economist. In his role, he forecasts key data releases, analyzes the effects of policy developments on broader activity, and writes thematic economic research for Bloomberg Terminal subscribers.
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.
