Press Releases

Berkowitz Pollack Brant Celebrates 40 Years

Posted on March 25, 2019

MIAMI, March 25, 2019 – Berkowitz Pollack Brant Advisors and Accountants is celebrating its 40th year in 2019. Since its inception on Jan. 1, 1980, it has grown to a team of nearly 300 advisors, accountants, lawyers, advisors and consultants in five offices. Ranked among the top 65 CPA firms in America, the firm’s client base and impact are global.

“I am immensely proud of this milestone,” said Founding and Executive Chairman Richard A. Berkowitz, JD, CPA. “By focusing on a culture of collaboration and building careers while creating an environment where we can do transformative work and help clients that we care deeply about, we have developed an enduring and special platform.”

The firm has been recognized for its culture by Accounting Today and Inside Public Accounting, and has been named to Florida Trend’s Best Places to Work for in Florida for seven consecutive years.

In 2017 Berkowitz Pollack Brant received the coveted Pyramid Award from Inside Public Accounting for its 19 appearances on the Best of the Best list. Best of the Best is comprised of the top 50 firms in the country based on a variety of factors, including leadership and management, client growth and retention, revenue growth, diversity of practice areas and opportunities for advancement.

Berkowitz moved to the chairman role in 2017 after naming Joseph L. Saka, CPA/PFS, as his successor. “I attribute a lot of our success to our commitment to long-range planning,” Berkowitz added. “We have created five-year strategic plans to guide our growth and to help us operate and grow strategically.”

With a focus on international tax, real estate and entrepreneurial entities, Berkowitz Pollack Brant is also ranked in the top 20 CPA firms in the country with AUM in excess of $2.5 billion through its 20 year old affiliate, Provenance Wealth Advisors.

About Berkowitz Pollack Brant Advisors and Accountants

For 40 years the advisors and accountants of Berkowitz Pollack Brant have solved problems, provided knowledge and helped clients realize their goals. The firm and its affiliates Provenance Wealth Advisors, Orion Real Estate Group and BayBridge Capital Advisors have offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach and New York City.

Berkowitz Pollack Brant has been named one of the top 100 firms in the U.S. by both Accounting Today and INSIDE Public Accounting and has been named one of Florida Trend’s Best Places to Work for several consecutive years.

One of the largest firms in South Florida, it is comprised of talented and resourceful professionals who provide consulting services with an entrepreneurial focus. Specialty areas include domestic and international tax planning and compliance, corporate and commercial audits, forensics and litigation support, business valuation, and wealth management and preservation.