Member Articles

Contact: Hal Zemel, CPA, J.D., LL.M. Purchasing stock in certain small businesses has at least two advantages: you can diversify your portfolio and enjoy preferential tax treatment, thanks to a provision of the tax exte ...

Contact: Hal Zemel, Berdon LLP (New York, New York, USA) Recently, the IRS released the 2016 annually adjusted amount for the unified gift and estate tax exemption and the generation-skipping transfer (GST) tax exe ...

Contact: Hal Zemel; Berdon LLP (New York, New York, USA) While tax consequences should not be the primary consideration for investment decisions, they should be taken into account to maximize after tax returns. Dep ...

Contact: Scott T. Ditman, Berdon LLP (New York, New York, USA) In today’s world, it’s very likely you have significant digital assets that must be considered when creating your estate plan. Your first ste ...

Contact: Marc Ausfresser, J.D., LL.M., Berdon LLP (New York, New York, USA) A temporary highway and transportation spending act1 signed into law by President Obama on July 31, 2015 was designed to offset the c ...

Author: Lee Zimet, CPA, J.D., LL.M, Berdon LLP (New York, New York, USA)Berdon tax principal Lee Zimet provides an in-depth analysis of new information reporting rules under section 6045B that require issuers to disclose ...