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Sidney Schwartz

, Partner

CONTACT

Sidney Schwartz
Partner
212.891.4022

SPECIALTIES

  • Broker-Dealers
  • Business Entity Tax
  • Financial Services - Private Equity
  • Funds of Funds
  • Hedge Funds
  • Investment; Trading Partnerships
  • Mutual Funds
  • Personal Financial Services

CREDENTIALS / EDUCATION

  • Certified Public Accountant (CPA)
  • Brooklyn College: BS, Accounting
  • Rutgers Law School: JD

AFFILIATIONS

  • American Institute of Certified Public Accountants

Sidney Schwartz is a Tax Partner in the firm’s Financial Services Group. Sid specializes in tax issues relating to hedge funds, private equity funds, broker-dealers and wealthy executives.  He regularly advises clients on sophisticated trading strategies, tax-efficient entity structuring, financial products and year-end tax planning.  With more than 25 years of public and private tax consulting and compliance experience, Sid’s previous associations include a top-tier securities brokerage firm as well as a prestigious international investment partnership.

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