Skip to nav Skip to content
ArchiveArticleArticle IconAudioAwardBlogBlog IconCalendarChatChecklistCheck MarkContactDate-TimeDesktop-MobileDesktopDownload CalendarDownloadEmailFormIndustry-ServiceInfoLocationMobileNewsletterPDFPersonPodcastPodcast IconPresentation-WebinarPresentation-Webinar IconSnackable ContentToolsTools IconVideoVideo IconWhitepaper
×
  • About
    • Locations
      • Charlotte, NC
      • Syosset, NY
      • Sacramento, CA
      • San Mateo, CA
      • San Francisco, CA
      • Stamford, CT
      • Fort Lauderdale, FL
      • Miami, FL
      • Stuart, FL
      • West Palm Beach, FL
      • Iselin, NJ
      • Merchantville, NJ
      • Princeton, NJ
      • Philadelphia, PA
      • Dallas, TX
      • London, England
      • Tel Aviv, Israel
      • New York, NY
    • Leading Edge Technology
    • Accolades
    • Culture at EisnerAmper
    • EisnerAmper Cares
    • Friends of the Firm
    • Professional Directory
    • Global Reach
      • Allinial Global
      • Asia Practice Group
      • EisnerAmper Global
      • International Services
    • EisnerAmper Alumni
    • Submit RFP
    • Subscription Management
  • Services
    • Accounting & Audit
      • Audit & Assurance
      • Employee Benefit Plan Audit (ERISA Qualified Plans)
      • Outsourced Finance & Accounting
      • Private Business Services
      • Royalty Audit & Contract Compliance
      • SOC Services
      • Technical Accounting Advisory Services
    • Advisory
      • Bankruptcy & Restructuring
      • Center for Family Business Excellence
      • Center for Individual and Organizational Performance
      • Center for Transformation
      • Compensation Resources
      • Corporate Finance
      • EisnerAmper Digital
      • Environmental, Social and Governance Services (ESG)
      • Disaster Advisory
      • Global Compliance & Regulatory Solutions
      • EisnerAmper - Wealth Management & Corporate Benefits
      • Employee Benefit Plan Advisory
      • Federal Government Contracting
      • Forensic, Litigation & Valuation Services
      • Real Estate Advisory Services
      • Transaction Advisory Services
      • Technical Accounting Advisory Services
    • Tax
      • Accounting for Income Taxes
      • Family Office Solutions
      • International Tax Services
      • Merger, Acquisition & Divestiture Services
      • National Tax Group
      • Personal Wealth Advisors
      • State & Local Tax
      • Tax Controversy & Advocacy
      • Transfer Pricing
      • Trust & Estate Planning
  • Industries
    • Financial Services
      • Asset Management
      • Capital Markets
    • Franchise Services
    • Health Care
      • EA-Collect by EisnerAmper
      • Coding & Documentation Support & Assistance
      • Dental Practices
      • Digital Health Services
      • EHR Self-Attestation Using SAFER Guides
      • Health Care Growth Strategy
      • Health Care Investor and Private Equity Services
      • Hospital and Clinical Operations
      • Value-Based Services / Government Health Care
      • Restarting Physician Practices
      • Technology Enabled Services for Health Care Companies
      • Telehealth Services
    • Insurance
    • Life Sciences
    • Manufacturing & Distribution
      • Automotive
      • Cannabis & Hemp
      • Consumer Products
      • Food & Beverage
      • Transportation and Logistics
    • Not-For-Profit
      • NFP Insights
    • Oil & Gas
    • Private Equity
    • Professional Services
      • Law Firms
      • Marketing Communications
    • Public Companies
      • Advisory to Boards
      • IPOs - Initial Public Offerings
      • SEC Accounting & Reporting
      • Special Purpose Acquisition Company (SPAC) Services
    • Real Estate & Construction
      • Real Estate Private Equity Services
      • EA RESIG – Real Estate Fund Administration Services
      • Real Estate Investment Trusts (REITs)
      • Affordable Housing
      • Common Interest Realty Associations
      • Construction
      • Cost Segregation
      • Hospitality
      • Privately Owned Real Estate
      • Property Accounting Services
      • Public Real Estate Companies
      • Real Estate Advisory Services
      • Real Estate Alliance
      • Real Estate & Construction Forensics
      • Real Estate Debt Advisory Services
      • Real Estate Due Diligence Services
    • Sports & Entertainment
      • Festivals and Special Events
      • Film Production Incentives
      • Media Content License Fees: Contract Compliance Measurement
      • Services to the Licensing Community
    • Technology Companies
      • FinTech
      • Health Information Technology
      • Software & Digital Media
      • Clean Tech
    • EisnerAmper U.K. Financial Services Group
  • Knowledge Center
    • Articles
    • Blogs
    • Newsletters
    • Videos
    • On-Demand Webinars
    • Podcasts
  • News & Events
    • News
    • Events & Webinars
  • Careers
    • Culture at EisnerAmper
  • Client Resources
    • Client Payments
    • Client Portal
  • Contact Us
×

Recommended Topics

  • 2022 Personal Tax Guide

    Our Personal Tax Guide highlights tax planning ideas that may help you minimize your tax liability. The best way to use this guide is to identify issues that may impact you, and then discuss them with your tax advisor.

  • CARES Act Summary

    EisnerAmper discusses a summary of CARES Act and how self-employed individuals, independent contractors or sole proprietors must submit necessary documentation

  • Governmental and Private COVID-19 Assistance Programs

    EisnerAmper provides some federal and state resources that are providing coronavirus-related assistance.

Back To
  1. Home
  2. Industries
  3. Financial Services
Share
  • LinkedIn
  • Twitter
  • Facebook
  • Other
Explore Financial Services
  • Asset Management
  • Capital Markets

Our People in External Publications

  • Invisible to the Eye
  • From Good to Great
  • US Groups Focus on Irish Distressed Assets
  • Does your Organization have a CFO?
  • How to Start a Hedge Fund in the US 2014
  • Operational Challenges for Investment Advisors in Multiple Jurisdictions
  • Buyer Beware - Third-party Valuation Reports are Not Created Equally
  • Lessons for New Emerging Funds
  • Has Your Track Record Been 'Audited'?
  • Finding Your Way on Fees
  • Explore Outsourcing Your CFO Function
  • Mission Creep - Year-End Audit Roundtable
  • Understanding Total Return Swaps
  • Tax Implications of Trading Swaps With Prime Brokers

Recommended For You

Articles Contingent Value Rights (CVRs) – Solution for a Valuation Puzzle?
Blogs Trends Watch: Multi-Asset Class Strategies
Blogs Venture Capital Tax Roundtable: IRC Sec. 1202 Qualified Small Business Stock
CORONAVIRUS HUB

Related News

  • EisnerAmper Wins Pair of Awards from The M&A Advisor
  • EisnerAmper’s Margulies-Snyderman Featured in The Top 100 People in Finance
  • EisnerAmper Receives 2022 Hedgeweek Award for “Best European Tax Advisory Firm”
Read More
Independent Member of Allinial Global
  • Privacy Policy
  • Privacy Shield
  • Personal Data Processing Summary
  • Terms and Conditions
  • Sitemap

©2022 Eisner Advisory Group LLC. All rights reserved.

“EisnerAmper” is the brand name under which EisnerAmper LLP and Eisner Advisory Group LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. EisnerAmper LLP is a licensed CPA firm that provides attest services, and Eisner Advisory Group LLC and its subsidiary entities provide tax and business consulting services.

“EisnerAmper” is the brand name under which EisnerAmper LLP and Eisner Advisory Group LLC provide professional services. EisnerAmper LLP and Eisner Advisory Group LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. EisnerAmper LLP is a licensed independent CPA firm that provides attest services to its clients, and Eisner Advisory Group LLC and its subsidiary entities provide tax and business consulting services to their clients. Eisner Advisory Group LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the EisnerAmper brand are independently owned and are not liable for the services provided by any other entity providing services under the EisnerAmper brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by EisnerAmper LLP and Eisner Advisory Group LLC.