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 […]

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 … […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]