Friedman LLP is proud to announce that, effective November 4, 2019, the firm’s Estate and Trust group will be led by Partner Brandon Baker and welcomes Charles Anastasia as a Principal in the firm’s Real Estate group.
Brandon brings more than 15 years of experience working with families of multi-generational wealth to his role as leader of Friedman’s Estate & Trust practice. Leveraging his extensive expertise, he will support the firm in bringing clients the qualified guidance they need to maximize their tax efficiencies and ensure the long-term protection of their financial legacies. Brandon has six years of experience handling individual, partnership, estate, gift and fiduciary tax compliance work for a Big Four firm, and, prior to a career in public accounting, spent years in the multi-family office sector, working with families to design wealth transfer strategies and administering trusts and family limited partnerships.
Brandon is a graduate of Temple University where he earned a Bachelor of Business Administration degree. He is also a Certified Financial Planner™.
Learn more about Brandon's expertise in the private client space.
Charles Anastasia joins Friedman as a Principal, boosting the capabilities of the firm’s real estate practice. Charles leverages more than two and a half decades of experience in accounting to serve corporations, partnerships and individuals in the real estate sector. His expertise extends beyond maximizing tax efficiencies in investment funds and minimizing tax outflows to include the effective use of cost segregation studies, NOLs and optimally timed asset sales that can increase value. Charles specializes in tax planning and structuring for family owned real estate ventures, and the design of tax solutions for Real Estate Funds and REITs. In addition to his extensive real estate experience, Charles services clients in the private equity, consumer investment, medical facility / adult community and hospitality industries.
Charles is a graduate of Baruch College where he graduated magna cum laude with a Bachelor of Arts in Accounting. He is a Certified Public Accountant.
Learn more about Charles' background and real estate experience.