BERDON TAX TEAM 4.1.22 | Client Alert Premise: Beginning in 2023, individuals with a net worth in excess of $100 million would pay a minimum annual income tax of 20% […]

Berdon Personal Wealth Services Team 3.24.22 | Client Alert At the end of 2019, the Secure Act (“the Act”) introduced the 10-year rule, requiring most non-spouse designated beneficiaries (non-eligible designated […]

Berdon State and Local Tax Team 3.21.22 | Client Alert Effective January 1, 2022, employers are required to report individuals under an independent contractor arrangement with contract(s) in excess of […]

Clifford Forrester, CIO 3.3.22 | Client Alert The Ukraine-Russia conflict has raised the very real possibility of reprisal cyberattacks by Russian government-sponsored threat groups and threat actors with a pro-Russia […]

Berdon State and Local Tax Team 3.2.22 | Client Alert There are a few actions that taxpayers must complete by March 15, 2022 with respect to both the 2021 and […]

Naya Pearlman, CPA, J.D., LL.M. 2.17.22 | Berdon Vision On December 12, 2021, the Internal Revenue Service (IRS) offered a tax refund to the plaintiffs in a closely followed crypto […]

Berdon Tax Team 1.20.22 | Client Alert The Tax Cuts and Jobs Act (TCJA), enacted in 2017, reformed the income tax treatment of business losses for individual taxpayers and those […]

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 […]