Jeffrey I. Rosenthal, CPA, is the Partner-In-Charge of Anchin, Block & Anchin LLP’s Financial Services Practice. Jeffrey specializes in providing accounting, tax and business advice to a wide array of financial services entities including broker/dealers, investment partnerships (domestic and offshore), funds-of-funds, mutual funds, private equity funds, and investment advisors. He has extensive experience advising newly formed entities assisting with start-up considerations such as form of practice, structure of agreements, compensation arrangements, compliance and regulatory matters.
Jeffrey frequently lectures on a variety of financial service industry topics, including “Registration and Compliance Issues for Investment Funds,” “Side Pockets Valuations Issues,” “Establishing and Operating a Hedge Fund,” “Planning for your Year-end Audit,” “Fund of Fund Issues and Practices,” “Accounting and Auditing Issues for Hedge Funds,” and “Soft Dollar Arrangements.”
Jeffrey is a past chairman of the New York State Society Committee on Stockbrokerage Accounting and also serves on its Investment Companies Committee (a charter member) and Investment Management Committee.
He is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), the Managed Funds Association (MFA), and the Hedge Fund Association (HFA).
Jeffrey serves on the Committee of Hearts and Grant Making Committees of Hedge Funds Care/Help For Children, a charitable organization dedicated to the prevention and treatment of child abuse victims. Additionally he also serves on the Foundation of Accounting Education (FAE) Scholarship Committee.
Adelphi University, B.B.A.
College of Financial Planners, CFP® certification
Peter L. Berlant, CPA is the Associate Partner-In-Charge of the firm’s Financial Services Practice. Peter’s primary area of practice focuses on pooled investment vehicles, including: investment partnerships and mutual funds. He has spent more than 30 years advising investment companies and middle market, privately held companies, in a wide variety of industries and their principals.
As a frequent lecturer, he has spoken before various organizations and professional groups on topics that have included: Fund Operations, Practice Issues in the (Adviser) Registration Process, Emerging Accounting, Auditing and Tax Issues for Funds of Funds, Reporting for Derivative Financial Instruments, Non-traditional Sources of Financing, Lending to Specialized Industries and Deferred Taxes. Often quoted, his comments have appeared in IA Weekly, The Practical Accountant, Collections and Credit Risk, The Secured Lender, The Trusted Professional and other publications.
He is an active member of the American Institute of Certified Public Accountants (AICPA) where he recently concluded his third term on the Governing Council. Peter is also active in the New York State Society of Certified Public Accountants (NYSSCPA) where he served as the inaugural Chair of the Investment Companies Committee and continues as Co-Chair of its Investment Companies Conference. He previously served as the Vice President for Professional Issues and Comment and member of the Executive Committee of the Board of Directors of the NYSSCPA, as well as Chairman and member of many of its committees. Peter is a member of the Managed Funds Association, the Hedge Funds Association and the New York Hedge Fund Roundtable.
In addition, Peter serves on the Advisory Board to the Joseph I. Lubin School of Accounting in the Martin J. Whitman School of Management at Syracuse University; his Alma Mater.
Syracuse University, B.S., Summa Cum Laude
(Dual Major: Business Administration and Public Communications)