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.
Evan Fox, J.D., LL.M. 10.17.2019 | CryptoLogic Hello faithful CryptoLogic readers! I know it has been some time since the last edition ran. I trust you have all been well. […]
NEW YORK — Richard Goldstein, J.D., a state and local tax lawyer and tax consultant with more than 25 years of professional experience, has joined CPA and Advisory firm Berdon […]
Alexander Moshinsky, CPA 10.10.19 | Client Alert It is common to think that only large companies with thousands of employees and multiple locations are challenged to protect their assets from […]