Estate and Gift Planning

Federal and State governments have made substantial changes to the estate and gift tax laws. While the federal estate tax exemption will increase through 2009...

Personal Financial and Retirement Planning

Comprehensive financial planning is one of the most important services we provide to our individual clients. Similar to a business plan, a personal financial plan helps an individual set financial goals, determine resources, and establish a framework for reaching those goals.

Litigation Support and Forensic Accounting

At Berenson, we perform special audits as directed by attorneys to support litigation and provide expert testimony when required.

Succession Planning

Coming Soon!

Executive Search and Recruiting

As a service primarily geared to our clientele, Berenson regularly assists in identifying and hiring financial personnel for their companies. We take a responsibility for the proper functioning of a client's accounting department

Personal Records Management

For clients who have more than one stock and bond broker or execute many transactions, we monitor and report on the status of the accounts and overall financial picture. Clients can receive information and detailed reports on a monthly, quarterly, bi-annual, or annual basis.

Turnaround and Recovery

When working with a company in financial crisis, Berenson first gathers and interprets crucial data so that we may comprehensively evaluate the company’s financial position...

SEC Practice

Berenson LLP is registered with the Securities and Exchange Commission to provide audit services to public companies.

Banking Relations

Through our extensive relationships with the lending community, we strive to match our clients financing needs with institutions...