Search Results for: Family Office

Services


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.

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 […]

Real Estate Investment Trust (REIT) Accounting

Real Estate Investment Trusts require sophisticated tax and accounting expertise to manage their complex regulatory and audit obligations. Cost-control, managing efficiencies and streamlining operations are important components of a profitable REIT. Berkowitz Pollack Brant provides these complex entities with insight on variety of REIT-specific tax and accounting rules and regulatory requirements. Our real estate practice […]

Articles


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, […]

IRS Extends Tax Relief to Victims of Hurricane Ian by Tony Gutierrez, CPA

The IRS has extended until Feb. 15, 2023, various tax-filing and tax-payment deadlines for individuals and businesses recently impacted by Hurricane Ian, which made landfall on Florida’s west coast on Sept. 28, 2022. The postponed deadline applies automatically to taxpayers with homes or businesses located anywhere in the state of Florida. Taxpayers eligible for this relief […]

Last-Minute Tips to Cut Your Tax Bill by Jason Morely, CPA/PFS

Before filing your 2021 individual tax returns, consider if there is anything else you can do to reduce the taxes you owe Uncle Sam. While your annual tax liability is based primarily on the income you earned and the actions you took before December 31, 2021, you may qualify for a last-minute opportunity to cut […]

Year-End Planning Amid the Prospect of Tax-Reform Uncertainty by Tony Gutierrez, CPA

Once again, year-end planning is complicated by an uncertain tax landscape that hinges on the government’s ability to pass legislation. As Congress continues to negotiate and pare down the administration’s original $3.5 trillion Build Back Better spending bill, taxpayers must tread carefully when making decisions that could impact their businesses and personal wealth for many […]

UPDATED – Preparing for Potential Changes to Individual and Estate Taxes by Tony Gutierrez, CPA

As the government begins deliberating the Biden administration’s $2.3 trillion infrastructure bill and $1.8 trillion American Families Plan, one thing is for certain: individual and corporate taxes will be impacted. Now is a critical time for high-net-worth families and businesses to get ahead of proposed tax increases and meet with their CPAs and advisors to […]

IRS Releases 2021 Inflation-Adjusted Tax Rates, Other Changes for Individual Taxpayers by Tony Gutierrez, CPA

The following changes to federal tax laws apply to U.S. individual taxpayers, trusts and estates for tax year 2021 and the tax returns they will file the following year. Marginal Income Tax Rates For tax years beginning on Jan. 1, 2021, there continues to be seven individual tax brackets with marginal rates topping out at […]

IRS Warns Taxpayers to Report, Pay Taxes on Virtual Currency Transactions by Tony Gutierrez, CPA

Taxpayers’ increasing use of cryptocurrency as an investment vehicle and form of payment has fallen under the watchful eye of the IRS. Over the past few years, the service has taken several steps to regulate virtual currency, including Bitcoin, Ethereum and Ripple, and legally pursue those individuals who have evaded taxes on transactions using these […]

IRS Assures Taxpayers of Estate and Gift Tax Exclusions Through 2025 by Tony Gutierrez, CPA

The IRS issued final regulations confirming that taxpayers who take advantage of the increased gift and estate tax exemptions in effect temporarily under the new tax law until 2026 will not be subject to tax in later years when the generous provision is set to expire. The announcement allays fears that tax-free gifts made today […]

Are U.S. Visa Holders Subject to U.S. Income and Estate Taxes? by Tony Gutierrez, CPA

For many foreign persons, the U.S. tax system can be a complicated web of conflicting rules and exceptions, making compliance difficult, at best. One of the more complex challenges concerns the manner in which the U.S. imposes tax on foreign persons for income tax and estate and gift tax purposes. In general, the U.S. presumes […]

IRS Sets Inflation Adjustments for 2019 by Tony Gutierrez, CPA

The IRS announced the annual inflation adjustments to various provisions of the tax code for 2019. You should consider each of these changes very carefully as you plan for tax efficiency this year and when you prepare your 2019 tax returns in 2020. Tax Rates The top tax rate of 37 percent applies to individual […]

People


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.

Christy Complo, JD, CPA

Christy Complo has more than 25 years of experience providing income and estate tax planning, consulting, compliance services and wealth management planning to high-net-worth individuals and their families. Complo has an extensive background working with families through challenges they may face. She has knowledge in creating a structure to manage family wealth that promotes legacy, […]

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.

Savannah Snow, CPA

Savannah Snow provides federal, state and international tax consulting and compliance services to entrepreneurial business owners, corporations and their subsidiaries, and high-net-worth families in the U.S. and around the world. Snow focuses on tax strategies for closely held businesses and families as they grow within the U.S. and abroad.

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.

Christopher Taarick, JD, LLM

Christopher Taarick has more than 15 years of experience assisting private companies and their owners, and high-net-worth individuals on their business, income and estate planning. Taarick specializes in developing and implementing strategies for clients’ estates, trusts, gifts and charitable structure needs.

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 […]

Rachel Gram, CPA

Rachel Gram focuses her practice on audit work in the distribution and employee benefit plan industries. With nearly 10 years of experience in the audit and accounting fields, she serves a diverse client base in a variety of industries including retail, manufacturing and entertainment. Throughout her career Gram has worked with companies in the private […]

John G. Ebenger, CPA

John Ebenger provides planning and compliance to high-net-worth individuals and entrepreneurs, especially those with complex real estate holdings and development projects.

Press Releases


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 […]

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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 Estate […]

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.