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Home > Financial Services > Accountants > David Berdon & Co. LLP
David Berdon & Co. LLP
David Berdon & Co. LLP a full service accounting and advisory firm ranked among the top 25 CPA firms in the nation is recognized for its long-term business commitment to clients. Founded in 1917, Berdon has more than 350 professionals and staff at offices in New York City and Jericho, Long Island. From individuals to privately held organizations of all types and sizes to multinational corporations, their clients operate in a diverse spectrum of industries and professions.
The firm offers a full array of accounting, tax, financial, and management advisory services. This gives clients the one-stop shopping they need to act quickly and expertly on the issues that can impact them now and in the future. Their service encompasses every aspect of a business at any stage of development from startup through growth and diversification to transition. Their professionals recognize and plan for the complex interplay between the needs and goals of the business and preserving and transferring wealth.
The firm works with all types of businesses to help restructure debt to obtain greater flexibility, more favorable terms, and better operating conditions while suggesting ways to limit personal exposure. They are well known throughout the financial community for their acumen and probity. Among the services they provide evaluating your current debt developing new equity structures, introducing you to new sources of capital and financing, isolating buyout or buy-in opportunities.
The company views your estate, gift, and trust planning as a whole. They recognize that, as your life evolves, changes and new circumstances must be reflected in your overall planning. Working closely with your attorney, insurance specialist, and other advisors they ensure that you’re planning is fully coordinated and your needs and expectations are fulfilled.
Their service include Identifying and setting goals, Reviewing wills, trust instruments, and schedules of assets, Devising tax-saving alternatives to existing estate plans, using life insurance as a part of your estate plan, Identifying and remediating potential liquidity problems at death and developing gifting programs.
They vigorously explore every transaction with an all-encompassing approach. Their professionals weigh the tax implications and develop financial projections, and models to assess the near-term economics, long-term profitability, and the business and personal significance. Their focus extends to the effect on your estate plan.
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