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Anchin to Hold the Third Annual Financial Services Forum

On May 19, 2026, Anchin, a well-regarded accounting and advisory firm based in New York, will host its much-anticipated Third Annual Financial Services Forum. Scheduled to begin at 8:00 a.m., this event promises to unite senior executives, financial services leaders, and fund managers for a morning filled with insightful discussions and strategic dialogue.

A Premier Networking Event

The Financial Services Forum has been designed as a premier forum for professionals navigating the complexities of today's financial market. Attendees can expect to gain insights from leading experts on critical subjects such as fund formation, alternative investments, and tax strategies. The event will feature a series of panels that address the most pertinent issues in the financial services industry today.

Engaging Panels to Look Forward To

This year’s program includes three panels that delve into pressing industry challenges:

1. Structuring Success: Operational, Legal, and Strategic Approaches to Fund Formation
Moderated by Marina Shah, Partner at Anchin, this all-female panel will explore the nuances of fund formation. Participants will discuss core topics such as establishing credibility and gaining investor trust, along with legal considerations and strategic choices that support sustainable growth.

2. Beyond Traditional: Key Trends Reshaping the Alternatives Market
Led by David Horton, Partner and Assurance Leader of Anchin's Financial Services Group, this panel will investigate the evolving landscape of alternative investments. The discussion will highlight new fund structures and the increasing demand for investor options and liquidity, including the rise of Special Purpose Vehicles (SPVs) and series structures, providing insights on how these trends impact investors and managers alike.

3. Tax Strategy 2026: Planning Opportunities for the Financial Services Industry
The final discussion, moderated by E. George Teixeira, Partner and Leader of Anchin's Financial Services Group, will provide vital updates on significant tax developments affecting the sector. Panelists will share insights on recent judicial rulings and their implications for tax planning, along with important state and local tax updates and strategies regarding withholding tax relief and recovery services.

Industry Reactions and Expectations

Last year’s forum received rave reviews, particularly for the caliber of speakers and the relevance of the topics covered. Bill Rapavy from Outpoint Capital Management stated, "Last year's forum exceeded expectations, both in the quality of speakers and the relevance of the topics. I am excited to engage with this year's lineup of speakers and industry leaders."

How to Attend

The Third Annual Financial Services Forum will be an in-person gathering held in New York City, and prior registration is required to secure a place among industry luminaries. For those interested in participating, more information and registration details can be found here.

About Anchin

Anchin is a leading accounting, tax, and advisory firm specializing in serving privately held companies, investment funds, and high-net-worth individuals and families. With a focus on industry-specific expertise, Anchin helps its clients navigate challenges and attain their financial goals with confidence. Regularly honored in various 'best of' lists for exceptional service and workplace satisfaction, Anchin values high-level engagement and prioritizes the well-being of its employees. The firm employs around 600 staff, including over 70 partners, principals, and managing directors. Its offices are located in New York City, Uniondale, New York, Boca Raton, Florida, and Palm Beach Gardens, Florida, making it a member of BKR International. For more information, visit www.anchin.com.