Monthly Archives: July 2013

Berkowitz Pollack Brant’s Affiliate Provenance Wealth Advisors Recognized for Assets Under Advisement

Posted on July 29, 2013 by Richard Berkowitz

FT. LAUDERDALE, FL, July 25, 2013 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, has been recognized on the seventh annual CPA Wealth Advisor’s Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement.   At Dec. 31, 2012, Provenance Wealth […]

James W. Spencer CPA Joins Berkowitz Pollack Brant

Posted on July 25, 2013 by Jim Spencer

MIAMI, July 23, 2013 – Berkowitz Pollack Brant Advisors and Accountants announced the addition of James W. Spencer as a director in the International Tax Services practice. He focuses his work on foreign tax credits, partnerships and acquisitions, and creative strategies for international tax planning. With more than 25 years of international and local accounting […]

Job Search Expenses May Lower Your Taxes by Joanie Stein

Posted on July 23, 2013 by Joanie Stein

As the economy improves, more people are considering changing jobs. Individuals who are looking for new jobs in their same line of work may qualify for tax deductions for some of their job search expenses. Here are some of the rules around deducting job search expenses. The job search must focus on the same industry […]

Tax Tips for Newlyweds by Laurie Jennings

Posted on July 19, 2013 by Laurie Jennings Arcia

  It is wedding season! In these happy occasions, a change in marital status and its impact on taxes is often overlooked.   Here are several tips for newlyweds that will save time and confusion down the road.   Newly married individuals who change their names must file the appropriate paperwork with the Social Security […]

The Affordable Healthcare Act and What it Means for Employers by Adam Cohen

Posted on July 16, 2013 by Adam Cohen

  We recently published detailed white paper that outlines the personal and employer requirements associated with healthcare reform. The paper covers the new Medicare tax, coverage requirements, minimum standards and potential fines. If you are interested in receiving a copy of the report, please e-mail  With six months to go before the Affordable Healthcare […]

Tax Director and FICPA Chair Ken Strauss Profiled in Florida CPA Today

Posted on July 11, 2013

Tax Director Ken Strauss, who was sworn in as chair of the FICPA in June, is profiled in the cover story of Florida CPA Today. Click here to access the digital issue. Ken is the third Berkowitz Pollack Brant firm member to serve in this role. We are very proud of him!

Supreme Court’s DOMA Ruling Creates Income Tax and Estate Planning Opportunities for Married Same-Sex Couples by Edward Cooper

Posted on July 08, 2013 by Edward Cooper

  The U.S. Supreme Court’s recent decision to overturn the core of the Defense of Marriage Act (DOMA) will narrow the financial gap between gay and straight couples.   Because of the ruling, married same-sex couples will be entitled to a myriad of federal benefits and protections they did not have before, including healthcare, retirement […]

Update: Affordable Care Act by Adam Cohen

Posted on July 03, 2013 by Adam Cohen

Healthcare Reform Update: On July 2, 2013, the Obama administration announced that it will delay enforcement of the Affordable Care Act’s employer mandate until 2015. This measure would have required firms with more than 50 full-time employees to provide affordable health insurance or face a penalty of $2,000 per employees.  It was originally set to […]

Florida Businesses Are Missing Out on Significant Tax Credits by Karen Lake

Posted on July 01, 2013 by Karen Lake

With unemployment is at its lowest levels since 2008, businesses are not only growing the national labor force, but savvy employers are also realizing considerable tax benefits through federal Workforce Opportunity Tax Credit (WOTC) and state tax incentives.  The WOTC is an often-overlooked incentive that enables businesses to reduce their federal income taxes between $1,200 […]