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Family Office | High Net Worth Individuals

Hot Topics / Insights
January052022
Berdon Names a Diverse Group of Seven New Partners

1.5.22 | Press Release NEW YORK – “We are particularly pleased with the diverse group of new partners who, in their own unique ways, have demonstrated the technical excellence and […]

November172021
Risk Management and Internal Controls – The First Line of Defense for Family Offices

Elizabeth Zabludoff, J.D., Alexander Moshinsky, CPA, and Daniel Cabo Jr., CPA 11.17.21 | Industry Insights Imagine you are interviewing to run a privately-held technology company, a position you have been […]

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 […]

September282021
Proposed Tax Reform Significantly Impacts Estate Planning—What You Should Do Now

Ada Clapp, J.D. 9.28.21 | Client Alert As you have likely heard, on September 13, 2021, the House Ways and Means Committee released its proposal for revenue raising tax changes […]

June222021
Sales and Use Tax for Art Collectors – A Family Office Primer

Ada Clapp, Richard Goldstein and Quentin Marchal 6.22.21 | Industry Insights – Family Office If you are a professional in the family office of an art collector, you likely already […]

May102021
How Advisors, Wealthy Clients Are Bracing For Huge Capital Gains Tax Hikes

5.10.21 | Financial Advisor This article examines potential changes that could result from Biden’s American Families Plan. Berdon Co-Managing Partner, Mark Bosswick, identifies some of the biggest potential hits for […]