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Tailored, Borderless Solutions, Seamlessly Integrated.

Andersen delivers customized tax, valuation, and financial advisory solutions on an unmatched global platform to support individuals, families, businesses, and funds through every stage of growth.

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2026 Wealth Planning Strategies & Leading Practices

Navigate 2026 with confidence. 

Explore comprehensive wealth planning strategies tailored for ultra-high-net-worth individuals, families, and their advisors. 

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Andersen Recognized by INSIDE Public Accounting as a Top 100 and Fastest-Growing Firm

The annual rankings, based on net revenue, highlight firms demonstrating scale, growth, and a strong presence within the industry.

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Andersen Webcast: AI & Cybersecurity in the Family Office

While AI is unlocking new efficiencies and insight, it is also raising new questions around cybersecurity, oversight, and the stewardship of highly sensitive information.

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The CFO Series

How the current economic landscape and OBBBA developments can create actionable tax planning opportunities.

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“I’m a middle-market company with complex business models and multigenerational issues. We need expert guidance, services, and integrated solutions for corporate restructuring.” How Can We Help You?

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“My large company is expanding overseas rapidly and I need a sophisticated provider that has the global presence to meet our international needs now and down the line.” How Can We Help You?

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Andersen delivers a full range of value-added services to our clients including planning and compliance for:

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Media San Francisco, CA Skyline
18 August 2026 Andersen Strengthens State and Local Tax Practice with Addition of Tyler Caldwell

Andersen is pleased to announce that Tyler Caldwell has joined the San Francisco office

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Media
11 August 2026 Andersen Global Expands Legal Capabilities with Beech Incorporated

Andersen Global enters into a Collaboration Agreement with Beech Incorporated.

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Media A professional individual interacts with a touchscreen tablet displaying key financial terms related to tax preparation, reflecting modern finance practices and strategies. Tessel
30 July 2026 Andersen USNT Managing Directors Publish Article on New Special Depreciation Allowance for Qualified Production Property With Practical Tax Strategies

USNT Managing Directors Ross Margelefsky, Jessica Hawn, and Tony Brown authored the article.

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Media IPA 2026 award badges
29 July 2026 Andersen Recognized by INSIDE Public Accounting as a Top 100 and Fastest-Growing Firm

Andersen has earned recognition from INSIDE Public Accounting as both a Top 100 Firm and a Fastest-Growing Firm

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Media
16 July 2026 Andersen Consulting Adds Collaborating Firm Smartbridge

Andersen Consulting announces a Collaboration Agreement with Smartbridge.

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Media
14 July 2026 Andersen Consulting Deepens Advisory Solutions in Turkey with ODS Consulting Group

Andersen Consulting adds collaborating firm ODS Consulting Group.

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Media
07 July 2026 Andersen Global Adds Collaborating Firm Abcoo Law Firm

Andersen Global strengthens its presence in Türkiye with collaborating firm Abcoo Law Firm.

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Media
30 June 2026 Andersen Global Adds Depth to Tax and Global Mobility Capabilities in Germany

Andersen Global strengthens its presence through a Collaboration Agreement with Lohr and Company (L+C).

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Media
25 June 2026 Andersen Consulting Adds House of Code to Strengthen Technology and Data Solutions

Andersen Consulting expands its technology transformation capabilities through a Collaboration Agreement with HOC.

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Media
23 June 2026 Andersen Global Adds Andersen in Indonesia

Andersen Global strengthens its footprint in Southeast Asia as VDB Loi in Indonesia rebrands to Andersen.

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Articles
11 August 2026 Deduct Me If You Can: Trader Versus Investor Status for Hedge Funds

Trader vs. investor status affects fund expense deductibility. TCJA made investor expenses nondeductible after 2017

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Articles
11 August 2026 Structuring for Success: How Family Offices Use SPVs to Align Talent and Capital

SPVs help family offices offer employees investment participation, maintaining efficient ownership and cash flow

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Articles
10 August 2026 Why the Modern Sports Franchise Requires a New Valuation Playbook

Sports franchise values are driven by media, digital, and global revenue, making valuation more complex.

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Articles
10 August 2026 Cybersecurity in the Family Office: Stewardship, Discretion, and Operational Continuity

Cybersecurity protects family office privacy and operations, helping prevent fraud, data breaches, and disruption.

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Articles Action Plan Strategic Planning and Goal Setting, projection on a virtual screen, Business and Technology Concept.
15 June 2026 The CFO Series: Summertime Tax Planning

In this edition of The CFO Series, we focus on the practical tax planning you can apply now.

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Articles Businessman analyzing market data, financial graph report, economic growth, business strategy, planning and solution, risk management
02 June 2026 Purchase Price Allocations Under ASC 805: What Companies Often Underestimate

A purchase price allocation is often viewed as a technical accounting requirement.

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Articles Washington, D.C.
22 May 2026 2026 U.S. Tax Legislative & Regulatory Update

With tax policy continuing to evolve, staying informed of key developments can make a meaningful difference.

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08 May 2026 When Art Becomes an Estate Problem

Learn more about estate and charitable planning strategies involving art.

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Articles Document management concept, Businesswomen check electronic documents on digital documents on virtual screen Document Management System and process automation to efficiently document paperless operate
21 April 2026 The Quiet Lever in Your Tax Strategy: Management Company Deductions

Recent tax law changes have materially changed how common expenses are treated.

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Articles Business meeting, planning and solution. Two businessmen partner having a discussion on meeting at office, analyzing financial report and solution for sale improvement with business data report
14 April 2026 Navigating the 2026 QOZ Deadline: The Critical Role of Independent Valuation

Engaging an experienced valuation professional can provide several benefits to investors.

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Events Global business partnerships and cross-border transactions. International business strategy. Businessman using laptop computer to manage worldwide collaborations.
06 August 2026 Managing Director Joe Calianno to Present at IFA USA 7th Annual Virtual International Tax Conference

Andersen Managing Director Joe Calianno will moderate a panel at the USA Branch

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Events Estate Planning concept. Planning for the transfer of assets and Inheritance tax. Businessman touching estate planning icons on virtual screen.
30 July 2026 Managing Director Daniel Gespass to Present at 22nd Annual Jerry A. Kasner Estate Planning Symposium in Santa Clara, California

Daniel Gespass will discuss IRS and Decanting at the Jerry A. Kasner Estate Planning Symposium Aug. 28.

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Events NIIT acronym. U.S. tax on investment income for high-earning individuals (Net Investment Income Tax).
30 July 2026 Andersen Managing Director Erik Gary to Present on NIIT Planning Strategies for Trusts and Estates at Upcoming BARBRI Webinar

Managing Director Erik Gary will be a featured presenter at the upcoming webinar, NIIT for Trusts and Estates

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Events New Orleans, Louisiana, USA Downtown Skyline Aerial
09 July 2026 Managing Director Deanne Morton to Present on Ethics at the IRS Nationwide Tax Forum in New Orleans

Andersen MD Deanne Morton to speak on ethics at the IRS Nationwide Tax Forum in New Orleans, Aug. 4–5, 2026.

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Events Business woman calculating financial report, cost control and budgeting with business data growth chart
29 June 2026 Andersen Managing Director Erik Gary to Cover New IRA Distribution Rules for High-Net-Worth Clients at Upcoming Webinar

Managing Director Erik Gary to Cover New IRA Distribution Rules for High-Net-Worth Clients at Upcoming Webinar

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Events Businessman touching estate planning icons on virtual screen.
26 June 2026 Managing Director Daniel Gespass to Present at North Carolina Bar Association’s 47th Annual Estate Planning & Fiduciary Law Program

Daniel Gespass a featured speaker at the North Carolina Bar Association’s Annual Planning & Fiduciary Law Program

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Events New York City
26 June 2026 Managing Directors Joe Calianno and Sean Dokko Are Presenting on International Tax Topics at NYU’s 2026 Summer Institute on Taxation

Andersen Managing Directors Joe Calianno and Sean Dokko are presenting on international tax topics.

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Events Internal Revenue Service. IRS Ministry of Finance. Abstract Business background
17 June 2026 Andersen’s Pamela Grewal Is Presenting at the 13th Annual IRS Representation Conference on July 15-17, 2026

Pamela Grewal presenting at IRS Conference July 15–17; panelist on ethics, penalties, and tax privileges on July 16

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Events Businessman analyzes critical technological data.
12 June 2026 Andersen’s Clarissa Cole and Benjamin Spilka to Address Tax Considerations for Trump Gold and Platinum Card Programs

Clarissa Cole and Benjamin Spilka present June 23 webcast on U.S. Gold/Platinum cards, tax + immigration issues.

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Whitepapers IRS building sign
12 August 2026 Understanding IRS Transfer Pricing Examination Process Guide

The TPEP guide provides important insight into IRS's thinking on its approach to transfer pricing audits

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Whitepapers financial documents with calculator, pen and magnifying glass on desk, representing accounting, audit, business analysis, tax calculation and data verification
12 August 2026 Country-by-Country Reporting: Current Compliance Considerations for U.S. Multinational Groups

Taxpayers subject to the CbC reporting regime should coordinate tax, finance, and transfer pricing teams.

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Whitepapers Global communication network concept. Worldwide business. Management strategy.
12 August 2026 Executive Order Reforming Importer-of-Record Rules May Create Customs and Cross-Border Tax Planning Considerations

Foreign businesses that rely on a nonresident or low-footprint IOR should review their structure now

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Whitepapers
12 August 2026 Global Value Added Tax Considerations for U.S. Life Science Companies – Prevention Is Better Than Cure

Most countries outside the United States impose a Value Added Tax (VAT).

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Whitepapers New York City skyline
06 August 2026 New York City’s Pied-a-Terre Tax: New Annual Surcharge on High-Value Non-Primary Residences Effective July 1, 2026

NYC has enacted a new annual surcharge on certain high-value residential properties that are not primary residences

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Whitepapers IRS building sign
06 August 2026 Trump Accounts: IRS Issues Guidance on Contribution Pilot Program, Funding From Charities, and Gift Tax Safe Harbor

IRAs for children who have not reached age 18 with specific tax rules, contribution limits, and withdrawal options.

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Whitepapers
30 July 2026 Global Value Added Tax – UK VAT Refund Opportunity Deadline Approaching

Nearly all countries outside the United States impose a Value Added Tax (VAT), also called Goods and Services Tax (

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Whitepapers Pin icons with move path
24 July 2026 State Residency Planning: Preparing for a Move to Reduce State Income Tax Exposure

Relocating to a low-tax state can create significant tax savings for owners, investors, and families.

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23 July 2026 Capitalizing Investment-Related Costs to Reduce Future Taxable Gain on Otherwise Nondeductible Investment Expenses

Capitalizing qualifying investment costs may increase tax basis and reduce future taxable gain on sale.

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Newsletters Newsletter Graphic.
11 August 2026 Q3 2026 Newsletter

Andersen’s official newsletter covers a variety of tax and financial topics.

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11 May 2026 Q2 2026 Newsletter

Andersen’s official newsletter covers a variety of tax and financial topics.

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23 February 2026 Q1 2026 Newsletter

Andersen’s official newsletter covers a variety of tax and financial topics.

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09 October 2025 Q4 2025 Newsletter

Andersen’s official newsletter covers a variety of tax and financial topics.

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Newsletters Newsletter Graphic.
12 August 2025 Q3 2025 Newsletter

Andersen’s official newsletter, covers a variety of tax and financial topics.

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Newsletters newsletter graphic
15 May 2025 Q2 2025 Newsletter

Andersen’s official newsletter covers a variety of tax and financial topics.

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Newsletters
12 February 2025 Q1 2025 Newsletter

Andersen’s official newsletter covers a variety of tax and financial topics.

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Newsletters
12 December 2024 Q4.2 2024 Newsletter

For the Record, Andersen’s official newsletter, covers a variety of tax and financial topics relevant to both indiv

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Newsletters
Newsletters
21 August 2024 Q3 2024 Newsletter

For the Record, Andersen’s official newsletter, covers a variety of tax and financial topics relevant to both indiv

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