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At Prager Metis, we are at the forefront of evolving regulations and actively participate in discussions regarding accounting policies in the cryptocurrency and blockchain industry. With underlying changes in technology, our experts are constantly pushing through boundaries and will offer strategic and knowledgeable insights.
Prager Metis works with different companies in the digital assets space, from an audit, tax, and advisory perspective, including one of the largest real estate tokenization’s in the U.S., as well as serving a top-five global NFT company. As a leader in the digital assets industry, Prager Metis is constantly expanding, and our experts stay current with industry trends, such as NFTs and clients conducting transactions in the metaverse.
Download Our NFT BrochureOur Clients and Expertise Include:
- Cryptocurrency Exchanges
- Companies Minting and Transacting in NFTs
- Cryptocurrency Hedge Funds
- High-Net-Worth Individuals with exposure to cryptocurrency
- Initial Coin Offerings
- Miners
- Real Estate Tokenization
- Technology Companies
- Blockchain advisory practice
- Branding and marketing strategy
- Cryptocurrency and token economics and design
- Global corporate structuring
- Management consulting
Our team takes a hands-on approach and will look beyond the realm of traditional accounting to help your business with the challenges of underlying technology and compliance requirements. With offices in North America, Europe, Asia, and the Metaverse, Prager Metis can work with you wherever you are.
Audit Services Include:- Attestation/Audit Services
- Stablecoin Attestations
- IPO Services
- Tax compliance and reporting for individuals and businesses
- Tax planning for digital assets (crypto-currencies and non-fungible tokens)
- Tax controversy and examination
- Tax compliance and reporting for individuals and business Planning
- Cross border ownership and operating structures for businesses and individuals
- Tax-efficient supply chain solution, including IP development and exploitation
- Tax-efficient legal entity selection in each country, including tax treaty and foreign tax credit considerations
- Review of U.S. and foreign tax treaty provisions
- Taxable presence assessments for countries across the globe
- Tax-efficient cross border ownership and operating structures
- Cross-border related party transactions and unrelated party transactions
- Tax-efficient fund structures for trading and investments
- Advice on leveraging tax treaties to achieve tax-efficient cash deployment, repatriation, and low capital gains on an eventual business sale
- Tax-efficient digital asset trading
- Comprehensive tax planning that yields an optimal global effective tax rate
Submit RFP Here
Industry Leader
Michael E. Williams,
CPA, CGMA, MS
Partner
- 212.643.0099 / Ext. 10397
help!Are you interested in receiving our latest news or
contacting one of our experts? Stay In Touch Are you ready for the
next step?At Prager Metis, we believe our
people make the difference! Explore Careers
At Prager Metis, we are at the forefront of evolving regulations and actively participate in discussions regarding accounting policies in the cryptocurrency and blockchain industry. With underlying ch...
The regulatory and economic environments are rapidly changing for broker dealers and their clients. Thinning margins, decreasing commission fees, and revenue shortfalls are battering the independent broker-dealer industry. Add to that market abuses and scandals of the past year, and you will find organizations seeking ways to restore confidence in their operations and performance. The need for transparency and compliance will become increasingly important as broker dealers weigh options for survival including mergers and acquisitions.
At Prager Metis, we take the time to learn about your firm as well as all of the FINRA, SEC, and other regulatory bodies’ rules and regulations that affect your broker dealer on a consistent basis. Prager Metis is a PCAOB registered firm who specializes in the audits of small to medium sized privately held non-carrying broker dealers, both in the US and around the globe.
We seamlessly combine our assurance, tax and advisory expertise with in-depth industry knowledge and personalized service to clients that vary in size and specialization, including:
Assurance Services Include:- Introducing brokers
- Investment banking brokers
- Merger and acquisition firms
- Mutual fund advisers and distributors
- Structured transaction brokers
- Subsidiaries of foreign parent companies
- Third party marketing firms
- Audit of the Financial Statements
- Business tax return prep and review, as well as preparation of individual tax returns, as permitted
- Accounting and audit assistance
- Internal control reviews and consulting
- Cybersecurity and IT analysis
- Compensation and ownership planning for both the firm and management team
Karen H. Kerby, CPA
Partner-in-Charge – Financial Services
- 908.766.9800 / Ext. 11332
help!Are you interested in receiving our latest news or
contacting one of our experts? Stay In Touch Are you ready for the
next step?At Prager Metis, we believe our
people make the difference! Explore Careers
Broker Dealers The regulatory and economic environments are rapidly changing for broker dealers and their clients. Thinning margins, decreasing commission fees, and revenue shortfalls are battering th...
Asset
Management
Operating within the ever-evolving regulatory and economic landscapes unique to the asset management industry means that companies need the highest level of operational and financial services now more than ever.
The experts at Prager Metis are positioned to help you best manage all aspects of compliance and operations related to your business. We are well-versed in all of the latest regulatory requirements and our experience with complex fund operations in the U.S. and around the globe allows us to provide you with a holistic view of your operations.
Prager Metis is registered with the Public Companies Accounting Oversight Board (PCAOB) and is a Cayman-registered firm. We have worked with many asset management clients both domestically and internationally.
We seamlessly combine our assurance, tax and advisory expertise with in-depth industry knowledge and personalized service to the following industries:
Industries:- Broker Dealers
- Hedge Funds
- Hedge Funds-of-Funds
- Management Companies
- Private Equity Funds
- Registered Investment Advisors
- Audits, reviews, and compilations
- Verification of performance results
- Surprise custody examinations
- Agreed-upon procedures
- Internal control assessments
- SSAE 16 reports
- Audit assistance and financial statement preparation
- Blockchain advisory practice
- Fund formation and structuring
- Fund administration and reporting
- Document, financial operations, and compliance reviews
- Regulatory registration, including offshore jurisdictions
- Compensation and ownership planning for both the firm and management team
- Preparation of fund, general partner, and management company tax returns and related schedule K1s
- ASC 740 (formally FIN 48) analysis
- Preparation of foreign reporting (form 1042/8804)
- Fund level security analysis and partner allocations
- Cryptocurrency and token tax
Industry Leaders
Karen H. Kerby, CPA
Partner-in-Charge – Financial Services
- 908.766.9800 / Ext. 11332
Brian Goldblatt, CPA
Partner
- 212.643.0099 / Ext. 10230
help!Are you interested in receiving our latest news or
contacting one of our experts? Stay In Touch Are you ready for the
next step?At Prager Metis, we believe our
people make the difference! Explore Careers
AssetManagement Operating within the ever-evolving regulatory and economic landscapes unique to the asset management industry means that companies need the highest level of operational and financial s...
Trusts & Estates
We know that you have worked hard for your assets and wealth. Thoughtful gift tax and estate planning can create significant short- and long-term value for families — allocating existing assets today while maximizing their worth for years to come.
At Prager Metis we understand how important the right estate and trust plan is to you and your loved ones and we also understand the value of discretion, continuity and security. We will work with you on all aspects of your estate and trust plan including comprehensive planning, establishment, implementation, administration, and advisory services, as well as management of monetary affairs, assets, and trusts.
Services Include:- Business succession
- Defective grantor trusts
- Establishment of estates and trusts
- Family limited partnerships
- Federal and state returns for estate tax, gift tax, and fiduciary income tax
- Judicial and informal fiduciary accountings
- Pension and IRA distributions
- Postmortem planning and entity termination
- Qualified domestic trusts (QDOTs)
- Qualified terminable interest properties (QTIPs)
Gabe M. Wolosky
CPA, JD, LLM, AEP, TEP, PFS, CGMA
Partner Emeritus
- 212.643.0099 / Ext. 10275
Ladidas Lumpkins
CPA, JD, LL.M.
Partner-in-Charge of Private Wealth Services
- 212.643.0099 / Ext. 10346
help!Are you interested in receiving our latest news or
contacting one of our experts? Stay In Touch Are you ready for the
next step?At Prager Metis, we believe our
people make the difference! Explore Careers
Trusts & Estates We know that you have worked hard for your assets and wealth. Thoughtful gift tax and estate planning can create significant short- and long-term value for familie...