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Hot Topics / Insights

Inherited IRAs Less Generous Per New IRS Guidance

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 […]

New Hire Reporting to NYS Extended to Some Independent Contractors

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 […]

Pitching for Results – Products, Services, Marketing and Customer Acquisition

Jeffrey Kovacs, CPA, CGMA 3.16.22 | Industry Insights Our Pitching for Results series continues as we share the key lessons we have learned about developing and presenting effective investor pitches. […]

Inflation Breathes New Life into LIFO

John Fitzgerald, CPA 3.14.22 | Industry Insights There is nothing new about LIFO, the Last In, First Out method to account for inventory that records the most recently produced items […]

Ukraine-Russia Conflict Demands Heightened Cybersecurity Vigilance

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 […]

Important March 15 Deadline for 2021 and 2022 NYS Pass-Through Entity Tax

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 […]

Changes to the Research Credit Reporting Requirements

Geoffrey Kayton, CPA 2.23.22 | Industry Insights The federal research credit rules have recently changed in two important ways. First, currently deductibility of the underlying expenses is no longer permitted […]

IRS Offers Tax Refund in Crypto Staking Case

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 […]

Pitching for Results – The Fundamentals

Jeffrey Kovacs, CPA, CGMA 2.15.22 | Industry Insights – Technology & Life Sciences One of the most crucial, yet time consuming and stressful, roles of a technology executive is securing […]