LET’S CONNECT! WHO WE SERVE INSURANCE BROKERS AND AGENCIES Who We Serve 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. Meet Our Advisors OUR SERVICES INCLUDE: Assurance and Attest Transaction and Business Advisory Claims Administration Digital Asset Advisory Services Outsourced Accounting and Administration Services Insurance Brokers and Agencies International Advisory Services Litigation, Valuation and Dispute Resolution Operational Advisory and Risk Management Personal Wealth Services State and Local Taxation Tax Compliance and Advisory Technology Advisory Services RELATED TOPICS HANDLING STATE TAX FILING DELINQUENCIES VIA VOLUNTARY DISCLOSURE BERDON CALLS ON HIGHLY EXPERIENCED PROFESSIONAL FOR A KEY ROLE IN ITS TAX DEPARTMENT UPDATE: CRYPTO INVESTORS FACE EXPANDED REPORTING REQUIREMENTS Read more TAX IMPLICATIONS OF GAMBLING WINNINGS Read more A NEW NORMAL? COMMERCIAL OFFICE WORK TRENDS AFTER COVID-19 Read more ‹› Hot Topics/Insights November 22 2021 UPDATE: CRYPTO INVESTORS FACE EXPANDED REPORTING REQUIREMENTS Ben Westbrook 11.22.2021 | Client Alert The new massive infrastructure bill was signed into law by President Biden on November 15, 2021, introducing new tax reporting requirements in an attempt […] November 22 2021 TAX IMPLICATIONS OF GAMBLING WINNINGS If you’re lucky enough to be a winner at gambling or the lottery, congratulations! After you celebrate, be ready to deal with the tax consequences of your good fortune. Winnings […] November 18 2021 A NEW NORMAL? COMMERCIAL OFFICE WORK TRENDS AFTER COVID-19 Mitchell Marcus, CPA 11.18.21 | Industry Insights Does a return to the workplace in the post-COVID America herald a return to normal or the start of a new era in […] View All LET’S CONNECT! WHO WE ARE WHAT WE DO WHO WE SERVE OUR PEOPLE JOIN US HOT TOPICS / INSIGHTS MEDIA/PRESS LET’S CONNECT CLIENT LOGIN 360 Madison Avenue New York, NY 10017 212.832.0400 | 100 Jericho Quadrangle - Suite 342, Jericho, NY 11753 516.931.3100 Designed and Developed by MAXBURST | Disclaimer Privacy Policy Email Security Policy Portal Privacy Policy