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) […]
April202022
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 […]
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 […]
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 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 […]
September282021
Proposed Tax Reform Significantly Impacts Estate Planning—What You Should Do Now
Ada Clapp 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 to […]
June222021
Sales and Use Tax for Art Collectors – A Family Office Primer
Ada Clapp 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 know the […]
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 […]