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Hot Topics / Insights
December082021
NYS Mandated Retirement Plan Options – A Deeper Dive

12.8.21 | Client Alert Erica Rice, CPA Following up on our Client Alert New York State Enacts Mandatory Retirement Plan for Private Sector Employees, we take a deeper dive into […]

November092021
2021-22 Tax Planning Guide – Staying Prepared and Flexible Through the Uncertainty

11.9.21 | Client Alert Ongoing attempts at massive tax reform targeting high net worth individuals and corporations … heated political debate in Washington over the direction of the nation … […]

November052021
Major Changes to Interest Expense Deductibility Coming Next Year

Joseph Most, J.D. 11.5.21 | Client Alert Initially included as part of the Tax Cuts and Jobs Act of 2017 (“TCJA”), the current iteration of IRC section 163(j) (“163(j)”) limits […]

November032021
Protecting Retirement Plan Assets and Data from Cybercriminals

Erica Rice, CPA 11.3.21 | Berdon Vision With hackers becoming more and more sophisticated and the fact that some Plan Sponsors and fiduciaries may not have the security necessary to […]

October252021
Exiting Your Business with an ESOP

John Fitzgerald, CPA, and Stanley E. Bulua, Esq. 10.25.21 | Berdon Vision In need of an exit strategy? An Employee Stock Ownership Plan (ESOP) might be the answer. After a […]

August022021
SBA Announces Borrower-Friendly Paycheck Protection Program Initiatives

Joseph Most, J.D. 08.02.21 | Client Alert SBA Direct Forgiveness Portal On July 29, the Small Business Administration (“SBA”) announced that it will be launching a new direct Paycheck Protection […]

July262021
Why Implement a Qualified Retirement Plan?

John Fitzgerald, CPA 7.26.21 | Berdon Vision The headline in the lead editorial of the April 8, 2021, Wall Street Journal states: “New York Taxes Go Skyscraper High.” This is […]

July222021
Can a Hub-and-Spoke Office Model Work for You?

Mitchell Marcus, CPA and John Zummo 7.22.21 | Industry Insights If there’s one thing that COVID-19 has highlighted, it’s that the traditional setup of a corporate headquarters where employees congregate […]

June082021
The NYS Pass-Through Entity Tax … Pay This Tax To Pay Less Tax

Wayne K. Berkowitz, CPA, J.D., LL.M. and Richard Goldstein, J.D. 6.8.21 | Client Alert For tax years beginning on or after January 1, 2021, eligible pass-through entities may elect to […]