Personal Wealth Services

Hot Topics / Insights
Historic Gifting Opportunity in the Time of COVID-19

Melissa Abbott, CPA, J.D., Marco Svagna, CPA, and Scott T. Ditman, CPA/PFS 5.6.20 | Wealth of Insights – COVID-19 Update The dramatic decline in asset values combined with historically low […]

Major Life Shocks, Like COVID-19, Signal a Review of Your Estate Plan

Melissa Abbott, CPA, J.D. and Scott T. Ditman, CPA/PFS 4.27.20 | Wealth of Insights Generally, it is recommended that you review your estate plan at year end. It is a […]

IRS Updates Deadlines, Expands List

Ben Westbrook 4.13.20 | Client Alert – COVID-19 Update The IRS released notice 2020-23 on April 9 and it contains many updates to deadlines. The initial notices (2020-18 and 2020-20) […]

CARES ACT – Individual Tax Relief

Veronique Horne, J.D. and Shayna Byrne, J.D. 4.13.20 | Client Alert – COVID-19 Update The Coronavirus Aid, Relief, and Economic Security (CARES) Act recently enacted by Congress contains multiple tax-related […]

CARES Act – Unemployment Assistance

Veronique Horne, J.D. and Geoffrey Kayton, CPA 4.10.20 | Client Alert – COVID-19 Update The CARES Act provides for an estimated $260 billion in enhanced and expanded unemployment compensation to […]

SBA issued an Interim Final Rule (“IFR”) relating to the Paycheck Protection Program (“PPP”)

Joseph Most, J.D. 4.6.20 | Client Alert – COVID-19 Update This past Thursday, the Small Business Association (“SBA”) issued an Interim Final Rule (“IFR”) relating to the Paycheck Protection Program […]

IRS Updates Guidance on Gift Tax Filings and Payments

Naya Pearlman, J.D., LL.M. 3.30.20 | Client Alert – COVID-19 Update On March 27, 2020, the IRS released Notice 2020-20, expanding the previous Notice 2020-18 issued on March 18, 2020.  […]

CARES Act Injects Massive Stimulus into the American Economy

Naya Pearlman, J.D., LL.M. 3.27.20 | Client Alert – COVID-19 Update In what is the largest financial rescue in U.S. history, Congress passed, and the President signed into law, a […]

Berdon LLP Response Update 3.24.20 – Message from our Managing Partners

3.24.20 | Client Alert – COVID-19 Update As we all adjust to this unprecedented time in our history, we wanted to provide an update on how Berdon LLP (Berdon) continues […]