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Family Office | High Net Worth Individuals

Hot Topics / Insights
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 […]

March292021
How Will President Biden’s Tax Plan Impact Income Taxes on Businesses and Their Principals

Daniel A. Shapiro, CPA, J.D., LL.M. and Naya Pearlman, CPA, J.D., LL.M. 3.29.21 | BERDON VISION Corporations For corporate taxpayers, President Biden’s tax plan would increase the tax rate to […]

March292021
Preparing for President Biden’s Tax Increases

3.29.21 | BERDON VISION In all likelihood, the next phase of President Biden’s economic agenda will involve tax legislation. With a divided 50-50 Senate and Vice President Harris as the […]

March292021
How Will President Biden’s Tax Plan Impact Estate and Gift Taxes for Business Owners and High Net Worth Families?

Veronique Horne, J.D. and Scott T. Ditman, CPA/PFS 3.29.21 | BERDON VISION President Biden’s estate tax proposal includes a reduction of the estate exemption, increased estate tax rates, and the […]

January282021
Retirement Plan Relief for Major Disasters

Sanford Stolar, CPA and Wynel Maitland 1.28.21 | Client Alert The Consolidated Appropriations Act, 2021 (CAA) provides temporary relief for retirement distributions and loans made to “qualified individuals.”  While these […]

January272021
New York Governor Releases Fiscal Year 2022 Budget

Sarah Kim, J.D., LL.M. and Ken Maeng, J.D. 1.27.21 | Client Alert Governor Andrew Cuomo has unveiled his Fiscal Year 2022 budget that proposes legislation (the “Budget Bill”) to respond […]

January262021
The Consolidated Appropriations Act, 2021 – A Summary of Individual Tax Provisions

Melissa Abbott, CPA, J.D., Shikha Patel, J.D., Merrick Shukan, CPA, MST, Amy Joyce, CPA, J.D., Mona Loong, MBA, and Veronique Horne, J.D. 1.26.21 | Client Alert The Consolidated Appropriations Act, […]

January122021
Let’s Make a Deal: Ariel Property Advisors and Berdon LLP Partner with Legal Outreach to Host High School Program on Real Estate

1.12.21 | Press Release NEW YORK – Ariel Property Advisors and Berdon LLP are proud to partner with Legal Outreach and sponsor firms Fisher Brothers and Signature Bank to offer […]