Articles
It can be exceedingly difficult for companies to fill jobs that require specialized skills, such as finance and accounting, especially in a tight labor market with low unemployment. With so many job vacancies available to a limited number of qualified candidates, businesses must use all the resources available to stand out from the pack, build […]
Operating a small business comes with a wealth of opportunities and an equally abundant set of complexities, including tax reporting, regulatory compliance and meticulous financial recordkeeping. For many entrepreneurs, hiring full-time professionals to oversee these functions in-house is simply unaffordable. Instead, a growing number of businesses are turning to outsourced CFO services for on-demand assistance with […]
In this episode Mike Conkey shares the benefits of outsourced CFOs and finance team members to help professional services firms run more efficiently.
Miami, Fl. — On October 29, 2020, Legal Services of Greater Miami, Inc. (Legal Services) recognized the volunteer services of over 340 attorneys and professional partners at its 2020 Pro Bono Celebration. The virtual event honored the pro bono volunteers who made extraordinary contributions throughout the year and during COVID-19. Pro bono volunteers took on […]
You have a wide range of options when it comes to choosing someone to help you prepare your federal tax return. However, not all tax preparers are created equal. It is crucial that you carefully vet each potential preparer and choose wisely, since you, as the taxpayer, are ultimately responsible for the returns you file […]
Forensic accounting services can play a pivotal role in cases involving financial fraud, breach of contract, hidden assets, lost profits and economic damages. As demand for these services continues to increase, the American Institute of CPAs (AICPA) has released new professional standards that CPA’s performing forensic services must adopt for new investigation and/or litigation engagements […]
Operating a small business in the U.S. comes with a wealth of opportunities and an equally abundant set of complexities, including tax reporting, regulatory compliance and meticulous financial recordkeeping. For many entrepreneurs, hiring full-time professionals to oversee these functions in-house is simply unaffordable. Instead, many are turning to outsourced CFO services to receive on-demand assistance with […]
Falling victim to a data breach that involves unauthorized access to a company’s confidential information can be especially costly for small and mid-size businesses in terms of lost revenue, loss of productivity and reputational damage. Yet even as the number of small businesses impacted by cyberattacks continues to rise, less than half have adopted cybersecurity […]
Businesses and their employees are constantly bombarded by a rising threat of email and text scams that have resulted in millions of dollars in security breaches, lost data, stolen money, interruption to normal business operations and longer-term reputational damage. While businesses should bolster their defenses with a range of cybersecurity hardware and software solutions, they […]
Phishing scams and business email compromises (BECs) continue to make headlines, holding the titles as the most common cybersecurity breach method and the most frequently reported crimes to the FBI’s Internet Crime Complaint Center (IC3). Yet, even as businesses step up efforts to help employees learn to recognize the warning signs of these attacks, criminals […]
The frequency and sophistication of cybersecurity attacks continue to intensify, leaving businesses, governments and not-for-profits with an ever-present risk of falling victim to data breaches. These data breaches can impact normal business operations and erode public trust, leading to irreparable reputational damage, loss of customers and even litigation, fines and penalties. While no one tool […]
According to the latest industry reports, ransomware attacks surged in 2023, accounting for nearly one-quarter of all data breaches and costing businesses worldwide an average of $5.13 million.[1] More alarming still, businesses’ security teams detected only 33 percent of all ransomware breaches, whereas 27 percent were disclosed by the attackers, and 40 percent were uncovered […]
Wire payments continue to be one the quickest and easiest methods for individuals to send large amounts of money to others anywhere in the world. However, these electronic transfers made through banks or third-party service providers like Western Union can be rife with fraud and legal risks for the parties involved. Some of the most […]
Many of the taxpayer-friendly provisions of the tax code introduced by the Tax Cuts and Jobs Act (TCJA) in 2017 are set to expire at the end of 2025, exposing individuals and businesses to the prospect of significantly higher tax liabilities beginning in 2026. While it is possible lawmakers will intervene and extend some provisions […]
The headaches individuals must confront when they are victims of identity theft are complicated by the length of time those crimes go unrecognized. Too often, these scams play out over months and even years without detection. By that point, however, your personally identifiable information (PII) can be in the hands of criminals and the dark […]
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Berkowitz Pollack Brant’s Talent Acquisition and Recruitment Team has more than 35 years of experience in global recruiting and talent sourcing for companies of all sizes. Our professionals are dedicated to helping clients build successful teams and promote growth within their organizations. Services include: Compensation studies Contract and project-based positions Direct hire placement and retention […]
Thank you for trusting Berkowitz Pollack Brant Advisors + CPAs (“BPB,” the “Firm,” “we,” “us,” or “our”) to provide you with professional information technology services. This Master Services Agreement (this “Agreement”) governs our business relationship with you, so please read this document carefully and keep a copy for your records. SCOPE Throughout this Agreement, references […]
Services Guide This Services Guide contains provisions that define, clarify, and govern the scope of the services described in the quote that has been provided to you (the “Quote”), as well as the policies and procedures that we follow (and to which you agree) when we provide a service to you or facilitate a service […]
Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale and Boca Raton, Florida.
With more than 170 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States.
Berkowitz Pollack Brant is a member of PKF International, a worldwide affiliation that provides in-country accounting, audit and tax expertise that we can access as needed. Affiliations help us broaden our network by developing relationships with highly skilled accounting professionals around the country and the world. In addition, our audit, international tax and business consulting […]
Work / Life Balance Alternative work arrangements Dress for your day Employee-centric approach Firm culture that has won nearly a dozen Best Companies to Work For honors Hybrid office/remote policy Strong team of up-and-comers who can handle sophisticated client work Supportive teammates Wellness programs, both educational and reimbursement Testimonials Benefits 401(k) plan with generous match […]
Multi-national companies with subsidiaries or agents who have control over purchasing or acquisition of goods and services must be proactive to properly comply with the Foreign Corrupt Practices Act (FCPA). Non-compliance with the FCPA can result in criminal charges, fines and penalties, reputational harm and civil liabilities. Our firm works with attorneys and government agencies […]
Our professionals deliver high-quality services with the ongoing involvement of experienced senior firm members. We have cultivated a diverse client base that requires creative and strategic planning at all stages of their life cycles. From early-stage start-ups to sophisticated multi-national entities with complex structures, the services and guidance we provide grows with out clients’ evolving […]
Services
Staying ahead of technology can be one of the biggest challenges a company faces. We enable management to focus on core business strategies and avoid worrying about technology issues. With a goal of supporting business objectives, we help companies use technology as a strategic tool rather than a necessary evil. Our team provides responsiveness, problem […]
It’s often difficult and expensive to find experienced personnel who can handle complicated institutional reporting functions. We pride ourselves on offering these types of sophisticated accounting services to clients on an outsourced basis. Our team has many years of experience and offers the focus and attention that in-house teams with competing priorities often cannot. As […]
Our firm’s international tax practitioners are widely recognized as thoughtful advisors, strategic thinkers and valuable business partners. Many of our multi-national clients have worked with us for many years as their companies have grown and evolved. Tax Planning and Compliance Assessing the tax impact of currency fluctuations Branch terminations Federal, state and local tax compliance […]
Flat fee outsourced accounting plans for entrepreneurs, small and medium business, and family offices. By assigning financial services to the professionals, you can focus on tasks that add to your bottom line. Clear and predictable pricing Confidence and peace of mind that your accounting is being handled by professionals. Deep advisory expertise on demand. Modern […]
BayBridge Capital Advisors Transaction and Capital Advisory Services Maximizing value to the shareholders. Executing liquidity objectives and exit strategies. Accomplishing growth strategies. Raising capital. These objectives require trusted advisors with the right experience. BayBridge Capital Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, provides value to clients by assisting throughout the transaction process […]
It’s often difficult and expensive to find experienced personnel who can handle complicated institutional reporting functions. We pride ourselves on offering these types of sophisticated accounting services to clients on an outsourced basis. Our team has many years of experience and offers the focus and attention that in-house teams with competing priorities often cannot. As […]
Berkowitz Pollack Brant has one of the largest real estate tax practices in Florida. Long-time clients include major developers, property owners and managers, landholders and related construction entities.
The dangers and threats of the online world are always near and ever changing. It takes skill, diligence and experience to protect families and businesses, information and privacy online. Our team of highly experienced IT professionals and cybersecurity specialists apply its skills to help clients protect themselves, understand their cyber insurance needs and react immediately […]
M&A Due Diligence Experience has taught us that an intense due diligence process contributes to the success of any transaction. By leveraging the talents of auditors, valuation experts and quality of earnings assessment professionals, we can create a comprehensive overview of a target’s financial, HR, technology, operations and tax risks and opportunities. This also includes […]
Our team has been engaged by trustees, receivers, examiners, debtors, creditor committees and their counsel to provide financial forensic assistance in complex litigation matters as well as advisory services. We specialize in conducting financial investigations and assisting with asset recovery in Chapter 7 and 11 matters, as well as providing other forensic accounting services involving […]
Individuals and companies with operations in multiple states face a complex tax environment. With careful planning, the overall tax burden can be managed. Our professionals have experience handling the challenges of a multi-state operation. They know the questions to ask, the advice to provide and the traps to watch for in tailoring multi-state plans. Their […]
Multi-national companies with subsidiaries or agents who have control over purchasing or acquisition of goods and services must be proactive to properly comply with the Foreign Corrupt Practices Act (FCPA). Non-compliance with the FCPA can result in criminal charges, fines and penalties, reputational harm and civil liabilities. Our firm works with attorneys and government agencies […]
Family Law Forensics Our Family Law Forensics practice provides the technical expertise and specialized experience required to simplify complex financial information prior to, during and after divorce. With a keen understanding of both the legal and financial intricacies of these matters, we are able to partner with attorneys and apply our tax, accounting and audit skills […]
With one of the largest tax practices in Florida our team advises on compliance, tax liability, mergers and acquisitions, specialized transactions and strategic tax planning.
Our consulting expertise is relied upon by individuals who recognize the benefits of diversifying business interests. Each engagement is customized and includes some or all of our specialty areas and focuses on enhancing the profitability of our clients’ businesses. Accounting financial data analysis Business plans, forecasts and financial projections CFO services, including governance, special projects […]
Press Releases
MIAMI, June 5, 2023 – Berkowitz Pollack Brant Advisors + CPAs has announced the addition of Brandon Bowers as director of the new Managed Cyber Solutions practice. The Managed Cyber Solutions group will offer outsourced IT, help desk and security services, as well as scalable systems for reporting, tracking and monitoring. Bowers joins the firm […]
MIAMI, January 2, 2023 – Berkowitz Pollack Brant Advisors + CPAs has promoted Richard Cabrera, JD, LL.M., CPA, to director in the Tax Services practice. Cabrera focuses on tax and consulting services for affluent families and companies. He has specialized experience in corporate restructuring, high-net-worth tax issues, international tax consulting and compliance, mergers and acquisitions, […]
BOCA RATON, FL – May 15, 2022 – Berkowitz Pollack Brant Advisors + CPAs today announced that Jeff Stamm, CPA, has joined the firm as director of the Transaction Advisory Services practice. Stamm is joined by a team that will assist business owners, entrepreneurs and private equity firms with mergers and acquisitions. They primarily focus […]
MIAMI, February 1, 2022 – Berkowitz Pollack Brant Advisors + CPAs today announced that Scott Bouchner, CMA, CVA, CFE, CIRA, has been named director-in-charge of the firm’s Forensic and Advisory Services practice. Berkowitz Pollack Brant’s CEO Joseph L. Saka commented, “Our forensic practice has grown tremendously due to Rich Pollack’s leadership. With Scott’s knowledge and […]
MIAMI, Jan 2, 2022– Berkowitz Pollack Brant Advisors + CPAs today announced that Scott Bouchner, CMA, CVA, CFE, CIRA, has been named director-in-charge of the firm’s Forensic and Advisory Services practice. Berkowitz Pollack Brant’s CEO Joseph L. Saka commented, “Our forensic practice has grown tremendously due its leadership. With Scott’s knowledge and expertise, we look […]
Miami, Fl. — On October 29, 2020, Legal Services of Greater Miami, Inc. (Legal Services) recognized the volunteer services of over 340 attorneys and professional partners at its 2020 Pro Bono Celebration. The virtual event honored the pro bono volunteers who made extraordinary contributions throughout the year and during COVID-19. Pro bono volunteers took on […]
WEST PALM BEACH, May 15, 2019 – Berkowitz Pollack Brant Advisors and Accountants today announced that Brent Leslie, CPA, has joined the firm as a director in the Audit and Attest Services practice. Leslie will be based in the firm’s West Palm Beach office. He joins the firm from a national accounting firm and has […]
New York, July 18, 2018 – Berkowitz Pollack Brant Advisors and Accountants today announced that Lewis Taub, CPA, has joined the firm as director of Tax Services in the New York City office. Most recently, Taub was managing director and the tax partner for CBIZ MHN, LLC, offering tax and business advice to sophisticated tax […]
MIAMI, FL, Oct. 9, 2017 – Berkowitz Pollack Brant Advisors and Accountants today announced that Gregory J. Gagné, CPA, CGMA, has rejoined the firm as an associate director in the Consulting Services practice. He worked for Berkowitz Pollack Brant in the 1990s as an auditor. He has Big 4 experience and most recently worked for […]
MIAMI, March 24, 2014 – Berkowitz Pollack Brant Advisors and Accountants announced the addition of David E. Kolan CPA, as a director in the firm’s Audit and Attest Services practice. He will focus his practice on serving the consulting and audit needs of domestic and international companies, partnerships and entrepreneurs. Kolan has more than 30 […]
MIAMI, Nov. 15, 2013 – Berkowitz Pollack Brant Advisors and Accountants announced the promotion of Whitney Schiffer to the role of director in the Audit and Attest Services practice. An experienced auditor with more than 20 years of experience, Schiffer serves clients in the hospital, healthcare, non-profit and governmental sectors. “We are thrilled to promote […]
July 15, 2022 – Berkowitz Pollack Brant Advisors + CPAs today announced the promotion of eight professionals to associate directors within the firm’s Tax Services and Assurance and Advisory Services practices. “Our firm was founded on the principle of creating a life-long learning environment, where every firm member receives the tools to cultivate knowledge, enhance […]
MIAMI, October 1, 2020 – Chet Cotter has joined Berkowitz Pollack Brant as a director and leader of its Managed Solutions and Technology practice. The Managed Solutions and Technology team provides enterprise application recommendations and integration, full-service outsourced accounting solutions and systems management, and data analytics and e-discovery. Berkowitz Pollack Brant CEO Joseph L. Saka […]
MIAMI, FL, December 8, 2016 – Berkowitz Pollack Brant Advisors and Accountants today announced that Mark Guthrie, MSF, CISA, has joined the firm as chief financial officer. Guthrie succeeds Dave Kekich, who served as CFO for more than 20 years and will be taking a consulting role for firm clients. Guthrie joins Berkowitz Pollack Brant […]
MIAMI, FL, July 15, 2015 – Berkowitz Pollack Brant Advisors and Accountants CEO Richard Berkowitz today announced that David E Kolan, CPA, has been promoted to director-in-charge of the firm’s Audit and Attest Services practice. Kolan has more than 30 years of experience in audit and attest services and firm leadership. He focuses his practice […]
People
Steven Lange has more than 25 years of global strategic and tactical leadership experience. His expertise includes accounting and financial management, operational and strategic decision support, tax management and planning services, and acquisition integration. A leader in leveraging technology, business practices and operational management, he services publicly traded, mid-market and entrepreneurial companies in the real […]
Yovanny Hernandez has nearly ten years of experience providing federal and state tax compliance, as well as consulting services to business owners and high-net-worth individuals. A CPA in Florida, Hernandez serves clients in the commercial real estate and professional services sectors. He has specialized experience with partnerships and mergers and acquisitions. He practices in both […]
James “Jim” Duffy has more than 20 years of experience in the professional services and corporate development industries. He formerly oversaw the practice development efforts at two of Florida’s largest accounting and consulting firms with an established international presence, co-leading the private equity initiative in the Southeast. Duffy has a deep knowledge of the financial, […]
Elizabeth Marks has nearly 20 years of experience providing audit, attest and business consulting services to domestic and international companies in the privately held and publicly traded sectors. She serves clients of varying sizes in a wide range of industries, including cannabis, life sciences and biotechnology, manufacturing and distribution, retail, entertainment, professional services and employee […]
Michael Greenwald has more than 40 years of experience in public accounting. He provides consulting expertise to clients in the financial services, technology and media, manufacturing, wholesale distribution, private equity, real estate, construction and professional services industries. By approaching client challenges with a long-range view, he brings a unique perspective and identifies opportunities. His guidance […]
For nearly 15 years Michael Brennan has provided tax consulting and outsourced CFO services to clients in a wide range of industries, including professional services firms, hedge funds and manufacturers. He has an added focus on the complex needs of high-net-worth individuals, entrepreneurs and families. In 2023 Brennan was recognized by Crain’s New York Business […]
For more than 20 years Joanie Stein has provided tax accounting and consulting services to real estate management and investment companies, high-net-worth individuals and closely owned businesses. Stein concentrates her practice on professional services, retail and real estate industries. Her experience includes the review and approval of federal and state income, property, and other tax […]
Mariella Arias-Rebaza has nearly 10 years of experience providing accounting, audit and consulting services. A CPA in Florida, she serves companies in the public and private sectors, and clients in the distribution, entertainment, hospitality and real estate development and industries. Arias-Rebaza is fluent in English and Spanish.
Holly Jy provides tax compliance and consulting services to high-net-worth individuals, real estate developers and construction companies. She has experience in helping clients with property sales, exchanges of partnership interests and cost-segregation implementation.
Mark B. Leaheey has more than 15 years of professional experience providing tax and consulting services to clients in the U.S. and abroad. He focuses on self-procurement tax, as well as state and local income franchise tax compliance and consulting. A focus area is research and development credits for a wide range of industries. Leaheey […]
Brendan Kurpis has more than 10 years of experience with clients in various sectors, including high-net-worth individuals and closely held businesses. Kurpis specializes in federal and state planning, consulting and compliance, including pass-through entity tax guidance and multi-state filings.
Jonathan Menna has more than 10 years of experience providing tax and consulting services to high-net-worth individuals, operating entities and real estate partnerships. Menna specializes in entity structure advising and planning as well as income tax planning. He serves clients in numerous sectors, including service-based industries, real estate, family-operated businesses and high-net-worth individuals.
Max Jewell has nearly 10 years of experience providing tax and consulting services to high-net-worth families and companies. Jewell serves clients in the private equity, hedge fund and software space sectors.
Joseph Leocata has more than 10 years of experience representing and advising clients in federal, state and local tax controversy matters. Leocata works closely with high-net-worth individuals, partnerships, corporations and not-for-profit organizations on tax matters involving income, sales and use, payroll, estate and gift, tax-exempt and residency tax issues.
For more than 20 years Brandon Bowers has served as an outsourced information technology resource to companies, growing firms and family offices. He and his team provide full-service help desk and technology consulting as well as cybersecurity and related IT support services to clients in the accounting, financial, government, healthcare and legal sectors. Bowers has […]