Hot Topics / Insights
December082022
Planning With the Increased Exemption Amounts While They Last
Berdon Tax Team 12.8.22 | Client Alert Estate, Gift, and Generation-Skipping Transfer Tax Considerations The 2017 Tax Cuts and Jobs Act (TCJA) included increased estate, gift, and generation-skipping transfer (GST) […]
April012022
Proposed Minimum Income Tax on Super High Net Worth Individuals
BERDON TAX TEAM 4.1.22 | Client Alert Premise: Beginning in 2023, individuals with a net worth in excess of $100 million would pay a minimum annual income tax of 20% […]
March242022
Inherited IRAs Less Generous Per New IRS Guidance
Berdon Personal Wealth Services Team 3.24.22 | Client Alert At the end of 2019, the Secure Act (“the Act”) introduced the 10-year rule, requiring most non-spouse designated beneficiaries (non-eligible designated […]
January052022
Berdon Names a Diverse Group of 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 […]
November172021
Risk Management and Internal Controls – The First Line of Defense for Family Offices
Daniel Cabo Jr. 11.17.21 | Industry Insights Imagine you are interviewing to run a privately-held technology company, a position you have been coveting for years. But once you are able […]
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 … […]
November052021
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 […]
November032021
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 […]
October252021
Exiting Your Business with an ESOP
John Fitzgerald and Stanley E. Bulua, Esq. 10.25.21 | Berdon Vision In need of an exit strategy? An Employee Stock Ownership Plan (ESOP) might be the answer. After a lifetime […]