NEW YORK – As each new year commences, Berdon makes efforts to incorporate fresh perspectives into all internal and external initiatives. Whether it’s the launch of a new marketing campaign or the introduction of a new service offering, the goal is to provide the firm’s clients with all the resources they need to drive their business strategies and achieve their objectives.
This effort is enhanced and supported by the promotion and expansion of Berdon personnel that have gone above and beyond to serve clients and continue to help move themselves and the firm forward. Berdon LLP is pleased to announce that it has admitted an experienced, young professional to the partnership and advanced three others to principal, effective January 1, 2020. Each of these professionals have been recognized for their technical excellence, creative insights, and unwavering commitment to the firm’s clients.
“As we head into a new decade of service, we are proud of the growing capabilities of our professionals and are excited about the future of our firm and the next generation of leaders that will help move the firm forward and achieve its strategic objectives,” said Mark Bosswick, CPA, J.D., LL.M., Co-Managing Partner.
ADMITTED TO THE PARTNERSHIP
Veronique Horne, J.D.
Veronique Horne, with the firm for more than 17 years, works closely with high net worth individuals, advising them on trusts and estates and other personal wealth matters. In addition to devising sophisticated estate planning strategies—including grantor retained annuity trusts, qualified personal residence trusts, and generation skipping trusts — Veronique’s experience extends to tax planning and reviewing federal and state income tax returns as well as fiduciary income tax returns.
Veronique holds a Bachelor of Science degree in finance from the University of Buffalo and earned her Juris Doctor degree, with a tax concentration, from the Benjamin N. Cardozo School of Law. She is also an active member of the New York State Bar Association.
ADVANCING TO PRINCIPAL
Ross A. Hurwitz, CFA
Ross A. Hurwitz, a member of the Valuation Services Group within Berdon’s Litigation, Valuation and Dispute Resolution Practice, performs valuations of closely held companies, private equity carried interests, and privately-held financial instruments in connection with estate and gift tax reporting, litigation matters, and transactions. He has valued companies that operate in a wide variety of industries and his experience includes valuations of entity ownership across the capital structure, including minority equity interests, preferred interests, promissory notes and compensatory employee stock options. Ross also performs transfer pricing studies and has experience in the litigation arena calculating lost profits and other economic damages.
Ross graduated Magna Cum Laude from Tulane University with a Bachelor of Science Degree in management and marketing. He later earned a Master of Business Administration degree in corporate finance, accounting and financial instruments and markets from New York University’s Stern School of Business. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute. In addition to the CFA Institute, he is a member of the New York Society of Security Analysts.
Joseph Most, J.D.
Joseph Most provides tax planning and compliance services to partnerships, corporations, trusts, and high net worth individuals primarily in the real estate and hospitality industries. His expertise extends to analyzing tax code provisions and regulations — specifically relating to the Tax Cuts and Jobs Act as well as the expensing of tangible property — to maximize allowable tax benefits. Joseph also advises foreign investors in U.S. real estate on tax efficient structuring.
Joseph earned a Juris Doctor degree from Brooklyn Law School and holds a Bachelor of Science Degree in Mathematics and Economics from the University of Michigan. He is also a member of the New York State Bar Association.
Erica Rice, CPA
Erica Rice, with more than 15 years of professional experience, plays an integral role is the Firm’s Employee Benefit Plan Practice. Her specific expertise includes auditing and accounting for single and multiemployer employee benefit plans, labor unions, and not-for-profit organizations. Erica works closely with clients to help ensure that they fulfill government compliance requirements, limit exposure to penalties, and leverage ways to increase efficiency. She develops education programs on auditing best practices for the firm, and regularly trains staff of all levels on the intricacies surrounding employee benefit plan auditing processes.
Erica graduated from the University of Albany with a Bachelor of Science degree in accounting. She is licensed as a CPA in New York and serves on the Employee Benefits Committee of the New York State Society of Certified Public Accountants. Erica also earned an Advanced Defined Contribution Plans Audit Certificate from the AICPA and was recently named as a “Who’s Who in Professional Services” by Long Island Business News.