Bringing you live news and features since 2006 

Berdon appoints tax principal


Oleg Ikhelson, who has nearly 20 years of experience advising high net worth individuals and families, has joined CPA and advisory firm Berdon as a tax principal.

Ikhelson develops sophisticated estate and income tax planning strategies and advises on the tax implications of investment models and products. He also introduces time-saving ideas to streamline tax compliance and reduce tax correspondence. 
Prior to joining Berdon, Ikhelson was Vice president – tax planning and compliance at Beacon Trust.
"We are happy to add such a high calibre talent to the team advising our high net worth individuals and families," says Berdon managing partner Mark Bosswick. "Oleg introduces yet another layer of expertise to our holistic technical and financial approach to client service – a Berdon hallmark."
Ikhelson's expertise extends to areas that include providing state residency and IRS audit defence, advising on the taxation of complex investment vehicles, and using GRATs and FLPs in estate planning.
Ikhelson is a member of the Tax Section of the American Bar Association. He is also a member of the American Institute of Certified Public Accountants, New Jersey State Bar Association, and the New Jersey State Society of Certified Public Accountants. He has written newsletters and articles and spoken before professional associations on topics of interest to high net worth individuals. Ikhelson is fluent in Russian.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by