Sign up for free newsletter

 

Peter L. Berlant

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.

 



Education

 Syracuse University, B.S., Summa Cum Laude
(Dual Major: Business Administration and Public Communications)

company news
Jeffrey Rosenthal, Anchin Block & Anchin

Anchin Block & Anchin LLP – Best North American Accounting Firm

Wed, 18/06/2014 - 11:45

What is perhaps different for today’s start-up manager as compared to five years ago is the need to launch with greater amounts of capital. Moreover, they are doing so with a greater awareness of the need to adopt best practices from day one to stand a chance of attracting institutional dollars. »

New York

Anchin, Block & Anchin ‘one of the best companies to work for in New York State’

Tue, 21/05/2013 - 06:03

Accounting and professional services firm Anchin, Block & Anchin has been recognised as one of the Best Companies to Work for in New York State for the sixth consecutive year. »

Jeffrey Rosenthal, Anchin, Block & Anchin

Anchin, Block & Anchin LLP – Best North American Accounting Firm

Tue, 26/03/2013 - 18:23

This is the third consecutive year that Anchin, Block & Anchin LLP (“Anchin”) has won this award. According to Jeffrey Rosenthal, CPA, Partner-in-Charge of Anchin’s Financial Services Group, it’s no fluke: “I believe it reflects the level of commitment to service that we provide to our clients. We’re not commodity-driven. What sets us apart in auditing, tax, advisory services, and accounting, is our level of attention and high partner touch ratio. Our partners get to know the fund managers and their perspectives.” The Financial Services Group at Anchin launched more than 35 years ago and includes ten partners and more than 50 dedicated professionals. It works with over 350 hedge funds, mutual funds, private equity funds, funds-of-funds, master-feeder funds, broker/dealers and family offices. »

Jared Feldman, partner, Anchin, Block & Anchin

Anchin, Block & Anchin names three new partners

Wed, 10/10/2012 - 12:19

Anchin, Block & Anchin has added three new partners – Jared Feldman, Michael Mazzola and Anthony Bracco – as of 1 October 2012. »

charge Jeffrey I Rosenthal, financial services group partner in charge, Anchin, Block & Anchin

Anchin, Block & Anchin – Best North American Accounting Firm

Thu, 12/07/2012 - 15:46

  Year after year, award after award, Anchin, Block & Anchin is recognised as a top-tier firm throughout the US in terms of its size, management, scope of services and work environment.   »

latestjobs
Investment Banking M&A Associate

Fri, 31 Jul 2015 00:00:00 GMT

Lead Mobile Engineer – Mobile App Development

Fri, 31 Jul 2015 00:00:00 GMT

Investment Banking Associate (Consumer)

Fri, 31 Jul 2015 00:00:00 GMT

events
2 weeks 6 days from now - New York
4 weeks 6 hours from now - Texas
5 weeks 1 day from now - New York
5 weeks 2 days from now - New York
specialreports