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 […]