Let’s connect!
HOT TOPICS / INSIGHTS

Client Alerts

Hot Topics / Insights

December202021
2021 Highlights – Articles that Caught Your Attention

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.

December082021
NYS Mandated Retirement Plan Options – A Deeper Dive

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 […]

December062021
NYS PTET Estimated Payment Application Available for 2021

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 […]

December022021
New York State Enacts Mandatory Retirement Plan for Private Sector Employees

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 […]

November292021
Update: Crypto Investors Face Expanded Reporting Requirements

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 […]

November092021
2021-22 Tax Planning Guide – Staying Prepared and Flexible Through the Uncertainty

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 … […]

November052021
Major Changes to Interest Expense Deductibility Coming Next Year

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 […]

November032021
Protecting Retirement Plan Assets and Data from Cybercriminals

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 […]

October252021
Exiting Your Business with an ESOP

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 […]