A Berdon Blog

Do you want to sell commercial or investment real estate that has appreciated significantly? One way to defer a tax bill on the gain is with a Section 1031 “like-kind” […]

The competition for talent is fierce these days. In any market, finding the right person for the right job is no simple task, and it requires an organized and well-reasoned […]

Life insurance is one of many financial instruments out there. Its primary purpose is to provide a financial benefit to the dependents of the insured. I remember during my childhood, […]

In some cases, homeowners decide to move to new residences, but keep their present homes and rent them out. If you’re thinking of doing this, you’re probably aware of the […]

If you have been reading Berdon blogs regularly, you may be familiar with the importance of state residency for state income tax purposes. Determining residency matters because a resident is […]

Many real estate firms, owners, and investors are missing out on the opportunity of leveraging the advantages of data science. Based on a 2019 KPMG PropTech Survey, only 25% of […]

What’s New? Good news! We no longer need to factor in a contractual restriction prohibiting the sale of an equity security when estimating the fair value of that security. Let’s […]

The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax break available to eligible businesses. Claiming the credit involves complex […]

Do you have a loved one to whom you want to leave money or assets to but who may not be financially responsible? A spendthrift trust may be an appropriate […]