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Hot Topics / Insights
Tax Changes in the Inflation Reduction Act

Ken H. Maeng 8.17.22 | Client Alert President Biden signed into law the Inflation Reduction Act (the Act), which is a significantly pared-down version of previous proposals. On August 12, […]

Pitching for Results – Traction, Team and Competition

Jeffrey Kovacs 5.10.22 | Industry Insights Our Pitching for Results series [2.15.22 and 3.16.22] moves ahead as we turn our attention to lessons learned in the areas of traction, team, and […]

Basic Guide to Family Business Succession Planning

Mark Bosswick 4.20.22 | Berdon Vision Succession plans are designed as either a planned exit strategy or a business strategy to ensure that a business survives and prospers when the […]

Pitching for Results – Products, Services, Marketing and Customer Acquisition

Jeffrey Kovacs 3.16.22 | Industry Insights Our Pitching for Results series continues as we share the key lessons we have learned about developing and presenting effective investor pitches. We hope […]

Excess Business Losses – Where We Stand Today

Berdon Tax Team 1.20.22 | Client Alert The Tax Cuts and Jobs Act (TCJA), enacted in 2017, reformed the income tax treatment of business losses for individual taxpayers and those […]

NYS Mandated Retirement Plan Options – A Deeper Dive

Erica Rice 12.8.21 | Client Alert Following up on our Client Alert New York State Enacts Mandatory Retirement Plan for Private Sector Employees, we take a deeper dive into the […]

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 … […]

Major Changes to Interest Expense Deductibility Coming Next Year

Joseph Most 11.5.21 | Client Alert Initially included as part of the Tax Cuts and Jobs Act of 2017 (“TCJA”), the current iteration of IRC section 163(j) (“163(j)”) limits the […]

Protecting Retirement Plan Assets and Data from Cybercriminals

Erica Rice 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 properly […]