Grace Singer, CPA 07.24.19 | Client Alert The Financial Accounting Standards Board, at a July 17, 2019 meeting, proposed giving a wide array of entities more time to adhere to […]

Naya Pearlman, J.D., LL.M. 5.20.19 | Client Alert This article is an update on new developments related to qualified opportunity zone legislation.  By way of background, the 2017 Tax Cuts […]

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 […]

By Mitchell Marcus, CPA 11.06.2018 | Berdon Industry Insights A recent Securities and Exchange Commission (SEC) investigation1 of nine publicly traded companies revealed their susceptibility to cyber-related frauds that were […]

Alexander Moshinsky 09.11.2018 | Berdon Industry Insights After a series of rolling deadlines that began when New York State’s Cybersecurity Requirements for Financial Services Companies went into effect on March […]

Alexander Moshinsky 02.08.2018 | Client Alert In its 2018 Regulatory and Examination Priorities Letter, FINRA, the Financial Industry Regulatory Authority, highlighted the topics it will focus on this year. The […]

Alexander Moshinsky, Director 03.22.2016 | Client Alert Compliance officers and management teams are advised to prepare for sharper attention to ethics and conduct in light of the Financial Industry Regulatory […]

Berdon Tax Team 01.11.2016 | eVisor Issuers of securities are generally required to file Form 8937 to report actions that affect the basis of issued securities. Rules effective on January […]