Personal Wealth Services

Hot Topics / Insights
March302020
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.  […]

March272020
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 […]

March242020
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 […]

March192020
The Families First Coronavirus Response Act: What You Need to Know

3.19.20 | Client Alert – COVID-19 Update Last Saturday, the U.S. House of Representatives passed the Families First Coronavirus Response Act, which provides amendments to the Family Medical Leave Act […]

March172020
Berdon LLP Response to Coronavirus (COVID-19) – Update

3.17.2020 | Client Alert – COVID-19 Update Berdon LLP’s number one priority is the safety of our clients and colleagues and for all those that have been impacted directly by […]

March162020
Working From Home: Tips to Promote Productivity

3.16.20 | Client Alert – COVID-19 Update Over the past few years, many companies have explored, and implemented, flexible work programs that enabled certain personnel to work remotely. While having […]

March102020
Berdon LLP Response to Coronavirus (COVID-19) – Preparation, Safety, Continuity

3.10.20 | Client Alert As we continue to keep a close eye on the coronavirus (COVID-19) outbreak in the United States and the New York Metro Area, we are taking […]

January292020
SECURE Act Delivers Sweeping Retirement Reform

Scott T. Ditman, CPA/PFS 1.29.20 | Client Alert The passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act has radically changed estate planning for retirement plan benefits. […]

January132020
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 […]