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1.800.921.0777
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Management
Robert S. Schachter is a Partner in the Alternative Investment Group Tax department of the Firm’s New York City office. His extensive public accounting experience spans more than 25 years with transactions involving a variety of financial products, derivatives, tax efficient trading and investment strategies.
A respected tax consultant, Mr. Schachter assists development stage entities, investment partnerships, broker-dealers, fund of funds and private equity funds. He is often engaged by clients to review partnership agreement allocations and consult on adverse effects reflecting such allocations. In addition, he is heavily involved with tax structuring for private equity transactions, including the tax ramifications to multi-state consolidated corporate entities with highly-compensated employee owners.
In addition to working with clients, Mr. Schachter spearheads the Alternative Investment Group’s quarterly newsletter, Private Investment Forum. Prior to joining the Firm in 2009, he was with a local accounting practice. Earlier in his career, Mr. Schachter worked at a national firm where he developed his hedge fund experience and he spent several years with a “Big Four” accounting firm in the area of international tax.
Mr. Schachter is active with a number of professional organizations. As an influential member of the NJSCPA Directors Subcommittee, he plays a key role in shaping New Jersey’s tax policies and legislation.
Professional and Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA),Taxation of Financial Instruments & Transactions Committee
- New Jersey Society of Certified Public Accountants (NJSCPA), State and Local Tax Committee, Chair Directors Subcommittee
- Tourette Syndrome Association
Areas of Expertise
- Fund Structuring
- Tax Advisory & Consulting
- Tax Compliance
- State & Local Tax
Key Clients
- Hedge Funds
- Private Equity Funds
- Fund of Funds
- Investment Advisors
Education
- Bachelor of Science, Accounting
C.W. Post Campus of Long Island University
*Licensed by the States of New Jersey and New York
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Services
