Personal Wealth Services

Hot Topics / Insights
Post-2025 Estate Clawback is Gone but Election Concerns Compel Action

Scott T. Ditman, CPA/PFS 1.13.20 | Client Alert Good news mixes with gathering clouds of uncertainty.  On the positive side, final IRS regulations provide comfort to taxpayers interested in making […]

Eyes on the Next Generation—Creating a Succession Plan That Fits Your Firm

06.10.19 | The Mid-Market Report During the life cycle of a law firm, there will be a time when it will be faced with the issue of succession planning. A […]

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 […]

Berdon Adds Experienced Personal Wealth Services Advisor

08.22.2018 | Berdon Press Release Melissa Abbott, CPA, J.D. has joined Berdon LLP’s Personal Wealth Services team as a Tax Principal. Bringing more than 15 years of professional experience to […]

Alimony Payments Costlier under the TCJA

Berdon Tax Team 06.21.2018 | Wealth of Insights With divorce, like marriage, comes major financial change, and it can be taxing. The new Tax Cut and Jobs Act (TCJA) will […]

Choosing Executors — A Life and Death Decision

Veronique Horne, J.D. 06.21.2018 | Wealth of Insights There are a few truly important decisions people make in their lives. Choosing the right people to carry out their will is […]

529 College Savings Plans are More Attractive than Ever

Abu Quayyum and Kevin Wong 06.21.2018 | Wealth of Insights Added to the tax code in 1996, Section 529 College Savings Plans (“529 plans”) have grown in popularity, leading to […]

A New Landscape for Estate Planning

Scott T. Ditman, CPA/PFS 02.07.2018 | Client Alert When the Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, 2017, the estate planning landscape was dramatically […]

Don’t Let Your Vacation Home Become a Taxing Experience

Sanford Stolar, CPA and Kevin Wong, CPA 12.14.2017 | Berdon Industry Insights You just purchased a second residence that you are considering using not only for personal reasons but also […]