A Berdon Blog

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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? […]

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 […]

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 […]