Family Office | High Net Worth Individuals

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March242020
Berdon LLP Response Update 3.24.20 – Message from our Managing Partners

3.24.20 | Client Alert – COVID-19 Update As we all adjust to this unprecedented time in our history, we wanted to provide an update on how Berdon LLP (Berdon) continues […]

March242020
Managing Cash Flow and Liquidity During the Crisis

Marcus Hahn, CPA 3.24.20 | Vision 2020 For companies large and small, things are not simply business as usual right now. In the wake of the COVID-19 pandemic, businesses of […]

March192020
The Families First Coronavirus Response Act: What You Need to Know

3.19.20 | Client Alert – COVID-19 Update Last Saturday, the U.S. House of Representatives passed the Families First Coronavirus Response Act, which provides amendments to the Family Medical Leave Act […]

March172020
Berdon LLP Response to Coronavirus (COVID-19) – Update

3.17.2020 | Client Alert – COVID-19 Update Berdon LLP’s number one priority is the safety of our clients and colleagues and for all those that have been impacted directly by […]

March162020
Working From Home: Tips to Promote Productivity

3.16.20 | Client Alert – COVID-19 Update Over the past few years, many companies have explored, and implemented, flexible work programs that enabled certain personnel to work remotely. While having […]

March102020
Berdon LLP Response to Coronavirus (COVID-19) – Preparation, Safety, Continuity

3.10.20 | Client Alert As we continue to keep a close eye on the coronavirus (COVID-19) outbreak in the United States and the New York Metro Area, we are taking […]

February102020
Berdon’s Family Office Group Earns PAM Award for Best Business Consulting Firm for Family Offices

2.10.20 | Press Release NEW YORK—Accounting and Advisory firm Berdon LLP was honored by the private wealth community—winning an award for the “Best Business Consulting Firm for Family Offices.” The […]

January292020
SECURE Act Delivers Sweeping Retirement Reform

Scott T. Ditman, CPA/PFS 1.29.20 | Client Alert The passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act has radically changed estate planning for retirement plan benefits. […]

November192019
Berdon Advisors on the Surge in Families Using Cross-Border Investing

11.19.19 | Crain’s New York Business Berdon advisors Lisa Goldman, CPA, TEP, M.Tax and Elizabeth Zabludoff, J.D. share their insights on the growing trend among sophisticated families of using cross-border […]