Comprehensive Trust, Estate, and Tax Planning
Every individual’s financial picture is a complex web of interweaving elements. Our personal wealth service team includes financial, accounting, trust and estate, tax, and management experts who recognize the subtleties and connect the pathways of this intricate relationship.
Perhaps most important, we’re totally independent. Unlike other accounting firms across the country, we sell no product, do not manage assets, and earn no compensation or referral fees from any other source. We are truly independent so you can expect advice from us that comes with you, and only you, in mind.
We immerse ourselves in your big picture to make well reasoned recommendations that fit your goals and aspirations for managing, growing, and transferring your wealth.
Berdon works closely with your attorneys, investment advisors, insurance specialists, and others to ensure that your planning is fully coordinated and in tune with your needs and goals. Our goal is to serve as the quarterback of your advisory team.
For executives, retirees, professional athletes, and anyone caught up in the details of life, we can make your life easier. From bill paying, budgeting, and record keeping to managing the details of multiple residences and leasing cars, boats and aircraft, our in house team gives you back precious time and peace of mind.
We can take on an entire array of business and personal wealth responsibilities or only those you select. It’s all up to you.
Our Full Suite of Advisory Services Include:
- Cash Management
- Estate | Gift | Trust Planning
- Family Office
- Personal Business Management
- Personal Record Retention Guide
- Retirement Planning
- Tax Planning & Compliance
Request Berdon’s fiduciary accounting checklist to assess the health
of your trust(s) and estate
Our industries include:
Planning With the Increased Exemption Amounts While They LastRead more
Basic Guide to Family Business Succession PlanningRead more
Inherited IRAs Less Generous Per New IRS GuidanceRead more
Berdon Names a Diverse Group of New PartnersRead more
2021-22 Tax Planning Guide - Staying Prepared and Flexible Through the UncertaintyRead more
Protecting Retirement Plan Assets and Data from CybercriminalsRead more
Proposed Tax Reform Significantly Impacts Estate Planning—What You Should Do NowRead more
Sales and Use Tax for Art Collectors – A Family Office PrimerRead more
How Advisors, Wealthy Clients Are Bracing For Huge Capital Gains Tax HikesRead more
How Will President Biden’s Tax Plan Impact Income Taxes on Businesses and Their PrincipalsRead more
Preparing for President Biden's Tax IncreasesRead more
How Will President Biden’s Tax Plan Impact Income Taxes for High Net Worth Individuals and Their Families?Read more
See our T & E Blogs, click here
New York (February 14, 2023) – Citrin Cooperman recently announced 10 partner promotions of former Berdon LLP professionals following Citrin Cooperman’s acquisition of the nonattest business of New York accounting, […]
New York (February 1, 2023) – Citrin Cooperman Advisors LLC (“Citrin Cooperman”), one of the largest and fastest growing professional services firms in the United States, announced today that they […]
By Jonathan San Solo and Michael Mishik 1.31.23 | Practice Made Perfect As the world continues to move beyond the pandemic, we are beginning to see an increase in business […]