Client Alerts

Client Alerts
Hot Topics / Insights
A New Landscape for Estate Planning

Scott T. Ditman, CPA/PFS 02.07.2018 | Client Alert When the Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, 2017, the estate planning landscape was dramatically […]

Berdon Estate Planning Strategies – Ensuring that Your Wishes Are Followed

04.25.2017 | Client Alert Estate planning is more than just about saving on taxes; it’s about planning to ensure that your wishes are followed when you are gone. The Berdon […]

Tax Benefits of Owning Small Business Stock – A Neglected Opportunity

Berdon Tax Team 07.26.2016 | Client Alert One of the unheralded tax provisions of the Protecting Americans from Tax Hikes Act of 2015 (PATH Act) was the reinstatement of the […]