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Hot Topics / Insights
January052022
Berdon Names a Diverse Group of Seven New Partners

1.5.22 | Press Release NEW YORK – “We are particularly pleased with the diverse group of new partners who, in their own unique ways, have demonstrated the technical excellence and […]

November092021
2021-22 Tax Planning Guide – Staying Prepared and Flexible Through the Uncertainty

11.9.21 | Client Alert Ongoing attempts at massive tax reform targeting high net worth individuals and corporations … heated political debate in Washington over the direction of the nation … […]

November032021
Protecting Retirement Plan Assets and Data from Cybercriminals

Erica Rice, CPA 11.3.21 | Berdon Vision With hackers becoming more and more sophisticated and the fact that some Plan Sponsors and fiduciaries may not have the security necessary to […]

September282021
Proposed Tax Reform Significantly Impacts Estate Planning—What You Should Do Now

Ada Clapp, J.D. 9.28.21 | Client Alert As you have likely heard, on September 13, 2021, the House Ways and Means Committee released its proposal for revenue raising tax changes […]

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 Income Taxes for High Net Worth Individuals and Their Families?

Veronique Horne, J.D. and Scott T. Ditman, CPA/PFS 3.29.21 | BERDON VISION The tax proposals set forth by President Biden will likely result in a tax increase for high income […]