Family Office | High Net Worth Individuals

Hot Topics / Insights
February182019
Concept Fund Services Joins Berdon Family

NEW YORK — Effective January 1, 2019, Berdon Fund Services, LLC merged with Concept Fund Services, LLC, a Garden City-based administrative, accounting, and financial reporting firm serving funds, investment manager […]

February072019
Becoming Less Valuable: S Corporation “Reasonable Compensation” in Light of IRC 199A

By Evan Fox, J.D., LL.M. 02.07.19 | Client Alert Under Internal Revenue Code (IRC) Section 1366, shareholders of S Corporations report their share of net income as if it were […]

February052019
Section 199A: Treasury Regulations Answer Many Questions

By Joseph Most, J.D. 02.05.19 | Client Alert Many, but not all, of the questions left open by Code Section 199A, the new provision added by the Tax Cuts and […]

December182018
Interest Expense Rules Require Holistic Look at TCJA

Eric Yauch 12.18.2018 | Tax Notes Commercial real estate businesses debating whether to elect out of the interest expense limitations and forgo bonus depreciation say that answer could depend on […]

December172018
Elizabeth Zabludoff joins Berdon LLP to Help Spearhead Expansion of Family Office Practice

BERDON LLP 12.17.2018 | Berdon Alerts NEW YORK — Elizabeth Zabludoff, with more than 20 years of professional experience, has joined Berdon LLP as a principal in the Family Office […]

September112017
The Equifax Hack – What You Can Do

09.11.2017 | Client Alert As many as 143 million personal records may have been compromised by a breach of Equifax — among the nation’s largest credit reporting agencies. The potential […]

July132017
Everything You Need To Know About Estate Planning

Alec Berkman 07.13.2017 | Bisnow National Real estate professionals may find it hard to cede control of their assets through estate planning. High-net-worth individuals, who benefit most, are also often […]

March302017
IRA Rollover Relief

03.30.2017 | eVisor The IRS issued guidance providing welcome relief to taxpayers who have attempted to roll over an individual retirement arrangement (IRA), but were not able to successfully get […]

March302017
Tax Planning Opportunity for High Net Worth Taxpayers in the AMT

Berdon Tax Group 03.30.2017 | eVisor Certain provisions of the Economic Growth and Tax Relief Reconciliation Act created the ever popular 0% tax rate for long-term capital gains and qualified […]