INSURANCE BROKERS AND AGENCIES
For closely held insurance businesses of all types, Berdon helps you manage and balance the competing demands of government and business with personal wealth and family concerns. We keep a constant watch on evolving government regulations and find ways to help you meet requirements while limiting the strain on your financial circumstances. To help drive your business, we find advantageous approaches to maximizing investment income; separating operating funds and investment monies; tracking premiums; and evaluating potential mergers, acquisitions, and sales. At the same time, Berdon personal wealth advisors are available to provide income tax planning and find ways to protect family interests, transfer wealth, and prepare for retirement and transition the next generation of management.
By Conrad De Aenlle 02.12.19 | The New York Times The 2017 tax bill provides a 20 percent deduction for ‘qualified business income.’ But which small businesses are eligible? Small […]
Vincent Altieri, CPA 02.14.19 | Berdon Industry Insights In 1999, New York City’s first co-working space opened1 in a loft at 42 West 24th Street, in the heart of the […]
By Yusef Rhymer, CPA 02.12.19 | Berdon Industry Insights For businesses that over produced or over purchased food, or have food inventory nearing the end of its shelf life, there […]