Let’s connect!
CPA Chat

A Berdon Blog

Featured Articles


Pass-Through Entity Tax Has Had Unexpected Consequences

Looking back on 2021, I would say the most noteworthy development of the year in state and local tax was the pass-through entity tax (“PTET”). The Tax Cuts and Jobs […]

Year End Strategies for Donating to Charity or Gifting Loved Ones

As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are the basic tax rules involved […]

Tax Implications of Gambling Winnings

If you’re lucky enough to be a winner at gambling or the lottery, congratulations! After you celebrate, be ready to deal with the tax consequences of your good fortune. Winnings […]

10 Tips to Help Effectively Manage a Sales Pipeline & Increase Business Development

What is a pipeline? A pipeline is a visual snapshot of a company’s sales and business development lifecycle, including all active and closed opportunities. Developing a pipeline allows a business […]

Five Ways Your Employees Can Help Prevent a Cyberattack

In any war — and make no mistake that we are all at war with cybercriminals — the frontline troops can often be decisive. In business, your employees are your […]

Family members need money? Consider establishing a family bank

Your son comes to you requesting financial support. He is in the process of purchasing a home and is still short a few dollars after securing a mortgage with the […]

Am I a Real Estate Professional?

In this post, I will cover the real estate professional rules for tax purposes. What does it mean to be a real estate professional? How does a taxpayer become one? […]

Handling State Tax Filing Delinquencies via Voluntary Disclosure

As a state and local tax professional, I often advise clients on their state tax filing requirements from a prospective perspective (i.e., analyzing the state tax implications of potential business […]

Why You Don’t Want Just A “Help Desk” At Your Office

From time to time, someone will ask me: “Why don’t you guys call yourselves the Help Desk anymore?” Usually, I smile and say something like: “Because we aren’t just a […]