Personal Wealth Services

Hot Topics / Insights
Berdon Adds Experienced Personal Wealth Services Advisor

08.22.2018 | Berdon Press Release Melissa Abbott, CPA, J.D. has joined Berdon LLP’s Personal Wealth Services team as a Tax Principal. Bringing more than 15 years of professional experience to […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

How Health Savings Accounts Can Backfire

Ashlea Ebeling 10.13.2017 | Forbes A dentist reader who turned 65 last year has managed to save $220,000 in a health savings account that’s generating $13,000 a year in dividend […]