Search Results for: Family Office


Family Offices Help Quarterback a Variety of Wealth Management Functions by Heath Standorf, CPA

Beginning in the 19th century, some of the U.S.’s wealthiest industrialists quietly abandoned Wall Street banks to hire their own teams of experts to discreetly manage, preserve and grow their business operations and family wealth for future generations. Today, these family offices have moved beyond the shadows of the Rockefellers, Morgans and Vanderbilts and expanded […]

Podcast – BPB Knows Technology for Family Offices

In this episode associate director Heath Standorf shares the firm’s approach to leveraging technology for families and family office clients.  

Podcast – BPB Knows Family Office

In this episode Associate Director of Family Office Services Heath Standorf explains how high-net-worth families benefit from family office services.

Employer Tax Credits for Paid Sick and Family Leave Extends to Vaccines by Joanie Stein, CPA

The IRS issued important guidance concerning an expansion of the COVID-19-related paid sick and family leave tax credits available to employers under the American Rescue Plan (ARP) enacted earlier this year. Background Congress introduced the emergency paid sick leave and family and medical leave programs in 2020 as part of the Families First Coronavirus Response […]

Impact of the CARES Act on Divorce and Family Law Matters by Sandra Perez, CPA/ABV/CFF, CFE

Couples who were in the midst of a divorce or who were preparing to start the process are finding the COVID-19 pandemic has turned their planning upside-down and added more stress to an already difficult situation. While many individuals are continuing to follow through on their divorce plans, their financial pictures may have changed substantially […]

Tax Tips and Traps when Putting Family Members of the Payroll by Joanie B. Stein, CPA

It is not uncommon for entrepreneurs to go into business with family members or to employ close relatives to work in their companies. In fact, putting family members on your payroll can not only help them earn their own money and gain valuable work experience, but it can also provide business owners with some unique […]

How Can Small Business Owners Qualify for a Home Office Deduction? by Adam Cohen, CPA

Small-business owners who use a portion of their homes regularly and exclusively for business purposes may qualify for a home office deduction that can help them save money of their taxes and improve their bottom line. For purposes of claiming this deduction, a home is defined as a house, apartment, condominium, mobile home, boat or […]

Protect Elderly Family Members from Financial Crimes by Jack Winter. CPA

Financial crimes against the elderly more than quadrupled between 2013 and 2017, according to the Consumer Financial Protection Bureau (CFPB). While anyone can fall prey to these scams, the elderly are typically more at risk. They may be challenged with the Internet of things and using new technology safely, or they may be unfamiliar with […]

Will Florida Family Courts Begin Valuating Personal Goodwill when Dividing Marital Assets? by Sandra Perez, CPA/ABV/CFF, CFE

A recent circuit court decision in Palm Beach County, Fla., has the potential to change three decades of case law concerning the valuation of business goodwill and equitable distribution of business assets during divorce proceedings. The trial court in the matter of Stephanos v Stephanos accepted the wife’s expert opinion that none of the business’s residual value, […]

Recognizing When You are a Victim of Identity Theft by Brandon Bowers

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 […]

A Guide to Overcoming Identity Theft by Brandon Bowers

According to the Federal Trade Commission (FTC), identity theft continues to be one of the fastest-growing crimes in the U.S., with more than 1.1 million cases reported in 2022. The repercussions of falling victim to this type of fraud can be overwhelming, but there are proactive steps you can take to mitigate the damage and […]

IRS Announces Inflation-Adjusted Individual Tax Rates for 2024 by Tony Gutierrez, CPA

The IRS released the annual cost-of-living adjustments to various provisions of the tax code for 2024. Marginal Income Tax Rates The following seven tax rates apply to income individuals earn in 2024. 37 percent for individual single taxpayers with incomes greater than $609,350 ($731,200 for married couples filing jointly) 35 percent for incomes over $243,725 […]

Tax Scams Surge this Summer by Brandon Bowers

Tax-related scams cast a dark cloud over this summer’s blue skies, putting taxpayers at increased risk of identity theft and fraud. To avoid falling victim to these scams, individuals should be alert to unsolicited telephone calls, emails and texts asking them to click links or share personal information, such as usernames and passwords, Social Security […]

FTC Safeguard Rules Make Data Security a Priority for Many Businesses by Brandon Bowers

Effective June 9, 2023, certain businesses engaged in financial services activities must comply with the Federal Trade Commission’s Standards for Safeguarding Customer Information Rule (Safeguard Rule), which requires the development, implementation and maintenance of appropriate policies, systems and other defenses to protect customers’ personal information from cyberattacks and other threats. However, many businesses remain unaware […]

Year-End Tax Planning Amid Economic Uncertainty by Tony Gutierrez, CPA

Once again, year-end tax planning is complicated by an uncertain economic landscape. Despite a year of strong job growth and consumer spending, persistent inflation, rising interest rates and market volatility have stoked fears of an impending recession. On the political front, the November mid-term elections have left the country with a divided Congress that will […]


Family Office Services

Families and individuals with numerous holdings have more important things to do than dispute incorrect charges on their credit card statements, pay the monthly cell phone bill or contact the bank to wire money into Junior’s college account.

Cyber Security Risk Mitigation and Crisis Response

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 applies its skills to help clients protect themselves, understand their cyber insurance needs and react immediately if something goes […]

Cloud-Based Accounting Services

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 […]


Deana Love, JD, CPA

For more than 25 years Deana Love has worked exclusively with high-net-worth families and their closely held businesses and family offices. She designs trusts and creates advanced income tax, financial and estate plans Love holds experience from a Big Four accounting firm and is an expert in navigating complex landscapes. She is adept in integrating […]

Roy Shmuel

Roy Shmuel has provided tax, accounting, consulting and advisory services to clients for more than 10 years. His client base consists of high-net-worth individuals and families, family offices and closely held businesses in the U.S. and abroad. Shmuel also assists in planning and compliance for domestic and foreign trusts. He is fluent in English and […]

Brandon Bowers

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 […]

Stephanie Gutierrez, CPA

Stephanie Gutierrez provides tax compliance and consulting, estate and wealth management planning and domestic trust services to clients. Gutierrez’s client base includes high-net-worth individuals, family offices and investment firms.

Jason M. Morley, CPA/PFS, CFP

Jason Morley has worked with financially successful families for more than two decades.  As a member of the firm’s Family Office Services group, he is responsible for the daily counsel and advisement of ultra-high net worth families. Prior to helping establish BPB’s Family Office practice, Morley was a senior manager of family office services with […]

Tim Brown

Tim Brown leads the firm’s strategy development and delivery of services for high-net-worth, cross-border families, entrepreneurs and closely held businesses. With a diverse career background, Brown has experience leading companies, both established and start-ups, building family office governance structures and advising complex single-family offices on asset protection and deployment. Before joining BPB, he led the […]

Heath Standorf, CPA

Heath Standorf offers consulting and advisory services to high-net-worth individuals, families and closely held businesses. Having previously worked with Goldman Sachs Family Office in New York City, Standorf has a valuable background in providing sophisticated tax and estate planning advice to entrepreneurs and top-level executives, including private equity and hedge fund managers.

Anthony Gutierrez, CPA

Tony Gutierrez has provided tax compliance and consulting services to clients for nearly 25 years. His diverse client base includes high-net-worth individuals, family offices, and closely held businesses conducting business in the U.S. and abroad. Gutierrez specializes in FATCA reporting, foreign and domestic trusts, income and estate planning matters.

Guillermo Campos, CPA

Guillermo Campos has nearly 25 years of experience handling international and domestic tax matters for clients. He specializes in helping high-net-worth individuals, trusts and estates, closely held family companies, including corporations and partnerships with their pre-immigration tax planning issues. Campos advises foreign and domestic high-net-worth families on U.S. income, gift and estate tax matters, cross-border […]

Jairan Shirazi, CPA

Jairan Shirazi has nearly 10 years of experience providing federal, state and international tax consulting and compliance services to high-net-worth individuals, entrepreneurs and growing companies. Shirazi specializes in international tax compliance and consulting for individuals, partnerships and U.S. real property interests. She is fluent in Farsi and Spanish.

Joseph C. Leuchter, CPA

Joseph Leuchter works closely with individuals and businesses on their accounting, compliance and planning. The tax compliance component of his practice is primarily real estate focused and includes complex partnership structures and all aspects of federal and state taxes. In addition, he has a specialized focus on obtaining research and development tax credits.

Claribel Velazquez, CPA

Claribel Velazquez has nearly 10 years of experience providing tax compliance and consulting services to high-net-worth individuals, families, closely owned businesses and real estate clients. Velazquez has Big Four firm experience and specializes in complex transactions involving taxation of real estate partnerships, corporate entities and high-net-worth individuals in the U.S. and abroad.

Chet Cotter

Cotter has deep experience leveraging technology, business practices and operational leadership to help Fortune 50 companies, mid-market and entrepreneurial companies reach their goals. He has held leadership and consulting roles in a wide range of industries. Cotter’s multi-functional expertise includes strategy, management consulting, technology, process improvement, operations and accounting.

Debra Sears, CPA

Debra Sears has provided accounting services for more than 20 years. She specializes in privately held business as well as not for profit organizations and brings a wealth of knowledge to business owners, entrepreneurs and executives. Sears has developed a focus on cloud accounting systems and process improvement to help clients automate procedures to generate […]

Rachel Gram, CPA

Rachel Gram has more than 15 years of experience providing audit, accounting and consulting services to high-net-worth individuals and a diverse range of clients in the private sector. She focuses on helping ensure clients’ reporting requirements meet U.S. and international accounting standards. Gram is co-chair of the firm’s Assurance and Advisory Services practice’s Technical Advisory […]

Press Releases

Berkowitz Pollack Brant Adds Outsourced IT Services Practice; Brandon Bowers joins firm to lead the effort

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 […]

Berkowitz Pollack Brant Announces 34 Promotions

MIAMI, July 15, 2021 – Berkowitz Pollack Brant Advisors + CPAs today announced it has promoted 34 firm members, including three to the position of associate director. Rick Bazzani, CPA, was promoted from senior manager to associate director of Tax Services, where he will continue to focus his practice on tax-efficient estate planning for individuals […]

Berkowitz Pollack Brant Promotes Four to Director

MIAMI, Jan. 1, 2019 – Berkowitz Pollack Brant Advisors and Accountants has promoted four firm members to director. This class of promotions reflects the firm’s growth, diversity of practices and commitment to promoting from within. The new directors are Robert Aldir, CPA; Laurence Bernstein, CPA; Andrew Leonard, CPA; and Ken Vitek, CPA. “We are proud to […]

Berkowitz Pollack Brant Promotes 8 to Associate Director

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 […]

Berkowitz Pollack Brant Announces Scott Bouchner as Director-in-Charge of Forensic and Advisory Services

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 […]

Berkowitz Pollack Brant Announces Scott Bouchner as Director-in-Charge of Forensic and Advisory Services

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 […]

BayBridge Real Estate Capital Announces Addition

NEW YORK, January 28, 2021 – BayBridge Real Estate Capital, a company of Berkowitz Pollack Brant Advisors + CPAs, today announced that 40-year real estate and capital markets veteran Mark Niman has joined the firm as executive managing director. Niman has a wealth of experience executing transactions and representing clients throughout the United States, Canada, […]

Berkowitz Pollack Brant Promotes Guillermo Campos, CPA, to International Tax Director

MIAMI, February 27, 2020 – Berkowitz Pollack Brant Advisors + CPAs has promoted Guillermo Campos, CPA, to director. Multi-lingual in English, Spanish, Portuguese and Italian, he focuses on international and domestic tax matters for high-net-worth individuals and families, trusts and estates, and closely held family companies. “We are proud to recognize Guillermo’s achievements,” said Joseph […]

Arthur J. Dichter Elected to STEP Board

MIAMI, May 3, 2018 – Arthur J. Dichter, JD, LLM, has been elected to the board of the Miami Branch of Society of Trust and Estate Professionals (STEP Miami). Dichter is a member of the International Tax Practice of Berkowitz Pollack Brant Advisors and Accountants. An active member of STEP Miami for seven years, Dichter […]

Berkowitz Pollack Brant Promotes Two to Director

MIAMI, FL, July 15, 2017 – Berkowitz Pollack Brant Advisors and Accountants has promoted two firm members to director. Hector Aguililla, CPA, is a director in the Audit and Attest practice and Anthony Gutierrez, CPA, is a director in the Tax Services practice. Berkowitz Pollack Brant CEO Joseph L. Saka commented, “We are proud to […]

Berkowitz Pollack Brant Joins PKF North America

ATLANTA, GA – July 9, 2012 – PKF North America (PKF NA) today announced that Berkowitz Pollack Brant Advisors and Accountants has joined its ranks, giving the organization 100 members in the U.S., Canada and Mexico. Berkowitz Pollack Brant is currently comprised of more than 135 accounting professionals, including 17 directors. The firm has three […]


Services for Individuals

Taxpayers with complicated business and family situations benefit from our comprehensive approach to income, estate and tax planning. We take a well-rounded approach to planning and often leverage our Provenance Wealth Advisors colleagues to bring estate and trust strategies that protect wealth and provide for multiple generations. Services include: Domestic and international tax planning and […]

Services for Entrepreneurs

Each entrepreneur’s situation is unique. Depending on the stage of the business, pressing issues can be growth-related, succession-related or partnership related. Our team focuses on helping business owners and serial entrepreneurs make the best decisions for today and tomorrow. Services include: Accounting systems implementation Business consulting Business process automation Business valuation Credits and incentives Cybersecurity […]

Global Memberships

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 […]

Lateral Hires

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 […]

Campus Recruits

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 Supportive teammates Wellness programs, both educational and reimbursement Testimonials Benefits 401(k) plan with generous match Alternative work arrangements Continuing Professional Education (CPE), classes and tracking […]

Firm Overview

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.