Family Office | High Net Worth Individuals

Hot Topics / Insights
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 […]

October102019
Ten Internal Control Practices to Safeguard Smaller Businesses

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 […]

June032019
International Reporting Standards Tighten the Noose on Family Office Offshore Investments

06.03.19 | MarketCurrents Wealth Management A global move towards transparency and information sharing has made it difficult for family offices to invest beyond their borders. A growing number of multilateral […]

February182019
Concept Fund Services Joins Berdon Family

NEW YORK — Effective January 1, 2019, Berdon Fund Services, LLC merged with Concept Fund Services, LLC, a Garden City-based administrative, accounting, and financial reporting firm serving funds, investment manager […]

February072019
Becoming Less Valuable: S Corporation “Reasonable Compensation” in Light of IRC 199A

Evan Fox, J.D., LL.M. 02.07.19 | Client Alert Under Internal Revenue Code (IRC) Section 1366, shareholders of S Corporations report their share of net income as if it were directly […]

February052019
Section 199A: Treasury Regulations Answer Many Questions

Joseph Most, J.D. 02.05.19 | Client Alert Many, but not all, of the questions left open by Code Section 199A, the new provision added by the Tax Cuts and Jobs […]

December182018
Interest Expense Rules Require Holistic Look at TCJA

Eric Yauch 12.18.2018 | Tax Notes Commercial real estate businesses debating whether to elect out of the interest expense limitations and forgo bonus depreciation say that answer could depend on […]