Industry Insights

Industry Insights
Hot Topics / Insights
June212018
Alimony Payments Costlier under the TCJA

Berdon Tax Team 06.21.2018 | Wealth of Insights With divorce, like marriage, comes major financial change, and it can be taxing. The new Tax Cut and Jobs Act (TCJA) will […]

June212018
Choosing Executors — A Life and Death Decision

Veronique Horne, J.D. 06.21.2018 | Wealth of Insights There are a few truly important decisions people make in their lives. Choosing the right people to carry out their will is […]

June212018
529 College Savings Plans are More Attractive than Ever

Abu Quayyum and Kevin Wong 06.21.2018 | Wealth of Insights Added to the tax code in 1996, Section 529 College Savings Plans (“529 plans”) have grown in popularity, leading to […]

December142017
Don’t Let Your Vacation Home Become a Taxing Experience

Sanford Stolar, CPA and Kevin Wong, CPA 12.14.2017 | Berdon Industry Insights You just purchased a second residence that you are considering using not only for personal reasons but also […]

December142017
Self-Employed? Here are Four Unique Retirement Plans to Consider

Sanford Stolar, CPA and Carol Gomez, CPA 12.14.2017 | Berdon Industry Insights If you have worked for a corporation, you already know the drill for new hires. Go through employee […]

December142017
Special Planning Considerations for Non-U.S. Spouses

Sanford Stolar, CPA and Carol Gomez, CPA 12.14.2017 | Berdon Industry Insights You just met the person of your dreams, you marry quickly or even elope, but you never discussed […]

February192016
Berdon Estate Planning Guide – Strategies for 2016

Berdon Advisors 02.19.2016 | Client Alert Whether you are setting up your first estate plan or are looking for ideas to make your existing plan more effective and leverage the […]

September282015
New Estate Tax Reporting Requirements Delayed

Scott Ditman, CPA/PFS and Marco Svagna, CPA 09.28.2015 | eVisor New estate tax reporting requirements imposed by the recent transportation spending act1 (the Act) have been delayed until February 29, […]

July162015
Limitations on Family Discounts Possible this Fall

Scott Ditman, CPA/PFS and Marco Svagna, CPA 07.16.2015 | eVisor Family limited partnerships and limited liability companies continue to be popular estate planning vehicles due to the availability of significant […]