Let’s connect!
HOT TOPICS / INSIGHTS

Hot Topics / Insights

March242016
The Tax Scamming Season is On – What to Watch For

While tax scammers are active throughout the year, they are at their most aggressive during tax season. To alert taxpayers to be vigilant, the IRS releases a list of the […]

March242016
Trade Act Includes Tax Provisions

Berdon Tax Team 03.24.2016 | eVisor The Trade Facilitation and Trade Enforcement Act of 2015 (Trade Act), signed in 2016 by President Obama, includes several tax-related provisions. The Trade Act […]

March222016
FINRA Sets Ethics and Conduct as 2016 Examination Priorities

Alexander Moshinsky, Director 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 […]

March072016
Real Estate and Grantor Trusts: A Terrific Combination for Wealth Transfer

Daniel Shapiro, CPA, J.D., LL.M., Berdon LLP, New York Real Estate Accountants

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 […]

February192016
Berdon Estate Planning Guide – Strategies for 2016

Berdon Advisors 02.19.2016 | Client Alert Whether you are setting up your first estate plan or are looking for ideas to make your existing plan more effective and leverage the […]

February182016
PATH Act Impacts FIRPTA Rules

Berdon Tax Team 02.18.2016 | eVisor The enactment of the Protecting Americans from Tax Hikes Act of 2015 (PATH Act) on December 18, 2015 made significant changes to Foreign Investment […]

February182016
Still No Relief for Substantiation of Charitable Donations of $250 or More

erdon Tax Team 02.18.2016 | eVisor Responding to thousands of negative public comments, the IRS has withdrawn proposed regulations that would have permitted charities to file a new information return […]

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 […]