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HOT TOPICS / INSIGHTS Client Alerts

Hot Topics / Insights

March222016
FINRA Sets Ethics and Conduct as 2016 Examination Priorities

03.22.2016 | Client Alert Compliance officers and management teams are advised to prepare for sharper attention to ethics and conduct in light of the Financial Industry Regulatory Authority’s (FINRA) 2016 […]

February242016
Berdon Estate Planning Guide – Strategies for 2016

02.24.2016 | Client Alert Whether you are setting up your first estate plan or looking for ideas to leverage the latest planning opportunities, this Guide is your resource. The on-line […]

February182016
FIRPTA Changes, Transit Benefits Reporting, Charitable Donations

Berdon Tax Team 02.18.2016 | eVisor PATH Act Impacts FIRPTA Rules The enactment of the Protecting Americans from Tax Hikes Act of 2015 (PATH Act) on December 18, 2015 made […]

January262016
PATH Act Reforms REIT Rules

Berdon Tax Team 01.26.2016 | Client Alert The December 18, 2015 enactment of the Protecting Americans from Tax Hikes Act of 2015 (PATH Act) featured significant changes to various real […]

December212015
Tax Breaks Extended – Some Permanently

Berdon Tax Team 12.21.2015 | Client Alert On December 18, Congress approved and President Obama signed the Protecting Americans from Tax Hikes Act of 2015 (the Act) extending dozens of […]

September082015
Mortgage Interest Ruling, New Safe Harbor, Tax Avoidance Fails

Berdon Tax Team 09.08.2015 | eVisor FEDERAL TAX Favorable Decision on the Deduction of Mortgage Interest The Ninth Circuit Court of Appeals recently allowed two unmarried co-owners of a property […]

September082015
Mortgage Interest Ruling, New Safe Harbor, Tax Avoidance Fails

Berdon Tax Team 09.08.2015 | eVisor FEDERAL TAX Favorable Decision on the Deduction of Mortgage Interest The Ninth Circuit Court of Appeals recently allowed two unmarried co-owners of a property […]