Tax & Advisory Services

Hot Topics / Insights
September192019
2019-20 Tax Planning Guide – Maximizing the Pros, Mitigating the Cons

Automatic Updates as Laws Change The opportunities and challenges of the Tax Cuts and Jobs Act (TCJA) continue to be pivotal to a taxpayer’s planning. Ongoing proposals for massive reform, […]

June102019
Eyes on the Next Generation—Creating a Succession Plan That Fits Your Firm

06.10.19 | The Mid-Market Report During the life cycle of a law firm, there will be a time when it will be faced with the issue of succession planning. A […]

June032019
International Reporting Standards Tighten the Noose on Family Office Offshore Investments

06.03.19 | MarketCurrents Wealth Management A global move towards transparency and information sharing has made it difficult for family offices to invest beyond their borders. A growing number of multilateral […]

May202019
The Impact of New Guidance on Qualified Opportunity Zones

Naya Pearlman, J.D., LL.M. 5.20.19 | Client Alert This article is an update on new developments related to qualified opportunity zone legislation.  By way of background, the 2017 Tax Cuts […]

May152019
Experienced Tax Attorney Augments Berdon Tax Team

NEW YORK — Naya Pearlman, J.D., LL.M., with more than 15 years of professional experience advising clients in the real estate, manufacturing, and distribution sectors, has joined Berdon LLP’s Tax […]

April102019
New York State Budget – What You Need to Know

Wayne K. Berkowitz, CPA, J.D., LL.M. and Sunday L. Vanderver, J.D., LL.M. 4.10.19 | Client Alert The New York State Assembly and New York State Senate passed the Budget Bill […]

February182019
TCJA’s Impact on Current Tax Season

02.18.2019 | BARRON’S Berdon Principal Merrick Shukan discusses the impact of “itemization shrinkage” and the $10,000 cap on state and local income, sales, and real estate taxes on the current tax […]

February132019
Small Businesses Have a New Tax Break, but There Are Many ‘Ifs’

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 […]

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

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 directly […]