Client Alerts
Hot Topics / Insights
New Rules for Overtime Wages to Impact Hotel, Restaurant Industries

Smit Shah, CPA 10.13.2016 | Client Alert Berdon Update The House of Representatives has passed a bill that would delay passage of the new overtime regulations by six months. President […]

EBP Audits, Auditors Not Created Equal

EBP Audits, Auditors Not Created Equal Joseph Reinhardt, CPA 09.15.2016 | Client Alert Federal law requires employee benefit plans with 100 or more participants to have an audit as part […]

Private Equity Funds Held Liable for Pension Benefits of a Portfolio Entity

Berdon Tax Team 09.08.2016 | Client Alert A Massachusetts district court found two private equity funds jointly and severally liable for a portfolio entity’s share of the unfunded vested benefits […]

FASB’S New Leasing Standard – Impact on Lessees

Berdon Audit Team 08.24.2016 | Client Alert Now that the Financial Accounting Standards Board’s (FASB) new leasing standard has been ratified, the starting gun has been fired for lessees1. The […]

Valuation Discounts Endangered, Domestic Production Deduction

Scott Ditman, CPA/PFS 08.17.2016 | eVisor Proposed Regulations Demand Review of Your Estate Plan Proposed regulations issued by the Treasury Department and IRS on August 2 would significantly limit the […]

Charity Scam, Bankruptcy Rules, Tax-Exempt Penalties Saul

08.03.2016 | eVisor Orlando Massacre May Trigger Charity Scams The IRS is alerting taxpayers of the potential for charity scams emerging from the recent mass murder in Orlando. Scammers are […]

Financing Options to Help Drive the Success of M&D Businesses

Manufacturing | Distribution | Retail Practice 08.01.2016 | Hauppauge Reporter For companies to grow and thrive in today’s business environment, access to capital is critical, particularly in the manufacturing and […]

Tax Benefits of Owning Small Business Stock – A Neglected Opportunity

Berdon Tax Team 07.26.2016 | Client Alert One of the unheralded tax provisions of the Protecting Americans from Tax Hikes Act of 2015 (PATH Act) was the reinstatement of the […]

Audit Scam Warning, Identity Protection, IRA Funding Denied

The increase in telephone scams, phishing activity, and identity theft has resulted in a new policy as of May 6, 2016, from the Internal Revenue Service: When launching an audit, […]