Client Alerts

12.21.21 | BERDON Vision A new administration, determined steps toward economic recovery, and armloads of questions about where we are heading regarding taxes, regulations, and the still unsettled pandemic punctuated 2021.

12.8.21 | Client Alert Erica Rice, CPA Following up on our Client Alert New York State Enacts Mandatory Retirement Plan for Private Sector Employees, we take a deeper dive into […]

BERDON TAX TEAM 12.6.21 | Client Alert Entities that have made the PTET election for tax year 2021 can now pay the tax through the Business Online Services Account. Taxpayers […]

Sarah S. Kim, J.D., LL.M. 12.2.21 | Client Alert On October 21, 2021, New York Governor Kathy Hochul signed legislation to promote retirement savings options for private sector employees through […]

Ben Westbrook 11.29.2021 | Client Alert The new massive infrastructure bill was signed into law by President Biden on November 15, 2021, introducing new tax reporting requirements in an attempt […]

11.9.21 | Client Alert Ongoing attempts at massive tax reform targeting high net worth individuals and corporations … heated political debate in Washington over the direction of the nation … […]

Joseph Most, J.D. 11.5.21 | Client Alert Initially included as part of the Tax Cuts and Jobs Act of 2017 (“TCJA”), the current iteration of IRC section 163(j) (“163(j)”) limits […]

Erica Rice, CPA 11.3.21 | Berdon Vision With hackers becoming more and more sophisticated and the fact that some Plan Sponsors and fiduciaries may not have the security necessary to […]

John Fitzgerald, CPA, and Stanley E. Bulua, Esq. 10.25.21 | Berdon Vision In need of an exit strategy? An Employee Stock Ownership Plan (ESOP) might be the answer. After a […]