Let’s connect!
Who We Serve

Insurance Brokers & Agencies

Who We Serve

INSURANCE BROKERS AND AGENCIES

For closely held insurance businesses of all types, Berdon helps you manage and balance the competing demands of government and business with personal wealth and family concerns. We keep a constant watch on evolving government regulations and find ways to help you meet requirements while limiting the strain on your financial circumstances. To help drive your business, we find advantageous approaches to maximizing investment income; separating operating funds and investment monies; tracking premiums; and evaluating potential mergers, acquisitions, and sales. At the same time, Berdon personal wealth advisors are available to provide income tax planning and find ways to protect family interests, transfer wealth, and prepare for retirement and transition the next generation of management.

Related Topics

Hot Topics/Insights

July062022

What’s New? Good news! We no longer need to factor in a contractual restriction prohibiting the sale of an equity security when estimating the fair value of that security. Let’s […]

June302022

6.30.22 | GlobeSt.com Berdon Partner and Co-Leader of the Firm’s Real Estate Practice, Bill Saya, spoke to GlobeSt.com about why employers are delaying decisions about office space. Citing Berdon’s 2022 […]

June272022

The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax break available to eligible businesses. Claiming the credit involves complex […]