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Tax & Advisory Services

Hot Topics / Insights
2020 Year-End Charity Planning Opportunities to Consider

Merrick Shukan, CPA, MST and Mona Loong, MBA 12.21.20 | Client Alert So far 2020 has been a tumultuous year to say the least, and many high-net-worth individuals are showing […]

The Employee Retention Credit – An Alternative to the PPP

Hal Zemel, CPA, J.D., LL.M. 12.15.20 | Vision 2020 Due to COVID-19, a number of different payroll tax credits were established to help provide economic relief to employers. For eligible […]

Election Impact on Year-End Tax Planning and Beyond

Veronique Horne, J.D., Naya Pearlman, J.D., LL.M., Scott T. Ditman, CPA/PFS and Daniel A. Shapiro, CPA, J.D., LL.M. 11.30.20 | Client Alert Even though the Presidential election is behind us, […]

Families First Coronavirus Response Act (FFCRA)

10.29.20 | Webinar Berdon’s Senior Principal, Naya Pearlman J.D., LL.M. and Tara Toevs Carolan, Partner at Tarter Krinsky & Drogin LLP, discuss the Families First Coronavirus Response Act (FFCRA) impact […]

Paycheck Protection Program (PPP) Loan Forgiveness Process

10.12.20 | Webinar On Thursday, October 8, 2020, John Fitzgerald, CPA and Joseph Most, J.D. from Berdon LLP were joined by Jeffrey Mercado and Monica Vazquez from Sterling National Bank, […]

2020-21 Tax Planning Guide – Planning Guidance to Navigate the Uncertainty – Updates as Laws Change

9.30.20 | Client Alert COVID-19 … a fiery presidential election … widely divergent tax proposals … ongoing attempts at massive reform … the changes and opportunities presented by the Tax […]

Presidential Candidates’ Diametric Tax Policies

9.15.20 | Vision 2020 With the Presidential election less than 60 days away, fiscal policy will likely play a prominent role in the upcoming debates as the candidates’ tax policies […]

How Will The Presidential Candidates’ Tax Plans Impact Income Taxes On Businesses and Their Principals?

Daniel A. Shapiro, CPA, J.D., LL.M. and Naya Pearlman, J.D., LL.M. 9.14.20 | Vision 2020 Corporations For corporate taxpayers, Biden’s tax plan would increase the tax rate to a flat […]

How Will the Presidential Candidates’ Tax Plans Impact Income Taxes for High Net Worth Individuals and Their Families?

Veronique Horne, J.D., and Scott T. Ditman, CPA/PFS 9.15.20 | Vision 2020 The tax proposals set forth by Biden will likely result in a tax increase for high income individuals, […]