A Berdon Blog

The 179D deduction is not new, but the Inflation Reduction Act (IRA) changed its application and mechanics while greatly increasing the maximum potential benefit. This post is an overview of […]

According to a 2022 McKinsey survey of 25,000 people, 58% of all Americans report having the opportunity to work from home at least one day per week. About 35% report […]

The SECURE Act (the Act), enacted at the end of 2019, introduced sweeping changes to retirement plans. Estate planning revolving around retirement plan benefits has changed since the Act took […]

In the past year, many states adopted pass-through entity tax legislation as a workaround for the federal $10,000 state and local tax deduction cap. Currently, more than half of the […]

As a tax advisor, I am regularly in a position where I wish I knew about certain events earlier. With time, I can generally deal with issues to maximize the […]

You’ve probably heard the words “exceeding client expectations” more than you’ve ever wanted to hear them in your life. And yet, we’ll bet you vividly remember the last time someone […]

September 15th marked the beginning of Hispanic Heritage Month, a unique date designated to celebrate and recognize our country’s rich Hispanic Heritage. The start date was chosen as a nod […]

It’s not too late! We still have Q4 to nail down adopting FASB Topic ASC 842, Leases. Here are our latest thoughts and current events. How can we help? We […]

Estate planning can be a complicated matter, with many things to consider during the process. One consideration is the various types of trusts available to the individual. Among these is […]