LET’S CONNECT! WHAT WE DO PERSONAL WEALTH SERVICES What We Do PERSONAL WEALTH SERVICES Every individual’s financial picture is a complex web of interweaving elements. Our personal wealth service team includes financial, accounting, trust and estate, tax, and management experts who recognize the subtleties and connect the pathways of this intricate relationship. Perhaps most important, we’re totally independent. Unlike other accounting firms across the country, we sell no product, do not manage assets, and earn no compensation or referral fees from any other source. We are truly independent so you can expect advice from us that comes with you, and only you, in mind. WITH BERDON YOU ARE FULLY COVERED: Client Centric: We immerse ourselves in your big picture to make well reasoned recommendations that fit your goals and aspirations for managing, growing, and transferring your wealth. Collaborative: Berdon works closely with your attorneys, investment advisors, insurance specialists, and others to ensure that your planning is fully coordinated and in tune with your needs and goals. Our goal is to serve as the quarterback of your advisory team. Comprehensive: For executives, retirees, professional athletes, and anyone caught up in the details of life, we can make your life easier. From bill paying, budgeting, and record keeping to managing the details of multiple residences and leasing cars, boats and aircraft, our in house team gives you back precious time and peace of mind. Customized: We can take on an entire array of business and personal wealth responsibilities or only those you select. It’s all up to you. OUR COMPREHENSIVE SUITE OF SERVICES INCLUDE: Cash Management Estate | Gift | Trust Planning Family Office Matrimonial Personal Business Management Personal Record Retention Guide Retirement Planning Tax Planning & Compliance Request Berdon’s fiduciary accounting checklist to assess the health of your trust(s) and estate Meet Our Advisors OUR INDUSTRIES INCLUDE: Advertising | Communications | Technology Architecture | Engineering | Construction Family Office | High Net Worth Individuals Financial and Related Healthcare Hospitality Insurance Brokers and Agencies Law Firms Manufacturing | Distribution | Retail Not-For-Profit Organizations Real Estate RELATED TOPICS HOW WILL THE PRESIDENTIAL CANDIDATES’ TAX PLANS IMPACT ESTATE AND GIFT TAXES FOR BUSINESS OWNERS AND HIGH NET WORTH FAMILIES? THE IMPACT OF CHANGES TO 2020 REQUIRED MINIMUM DISTRIBUTIONS ON ESTATE AND INCOME TAX PLANNING 2021-22 TAX PLANNING GUIDE - STAYING PREPARED AND FLEXIBLE THROUGH THE UNCERTAINTY Read more PROTECTING RETIREMENT PLAN ASSETS AND DATA FROM CYBERCRIMINALS Read more PROPOSED TAX REFORM SIGNIFICANTLY IMPACTS ESTATE PLANNING—WHAT YOU SHOULD DO NOW Read more ‹› See our T & E Blogs, click here 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