Search Results for: Mergers and Acquisitions

Services


Mergers and Acquisitions Diligence

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 […]

Mergers and Acquisitions Diligence

We help buyers and sellers evaluate opportunities, determine specific objectives and effectively manage liquidity events.

Process Improvement Audits and Consulting

Owning a business can be incredibly gratifying and impossibly frustrating. A myriad of reporting issues, structuring questions, opportunity vetting and exit strategies can be overwhelming. Issues magnify when success happens, employees are hired and growth opportunities cross borders or oceans. Many of our clients have been with us for 30 years or more. We’ve been […]

State and Local Tax Planning

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 […]

Advisory Services for Business Owners and Entrepreneurs

Owning a business can be incredibly gratifying and impossibly frustrating. A myriad of reporting issues, structuring questions, opportunity vetting and exit strategies can be overwhelming. Issues magnify when success happens, employees are hired and growth opportunities cross borders or oceans. Many of our clients have been with us for 30 years or more. We’ve been […]

Business and Partnership Disputes

Business dispute work can take many forms. Our goal is to assist clients with untangling financial records, partnership agreements and mergers or acquisitions that do not go through.  Our team’s significant business and technical experience enable them to analyze data and prepare concise and comprehensive reports for eventual resolution. Interdisciplinary teams come together to provide a wide range of […]

Tax Planning and Compliance for US Companies

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.

Real Estate Tax and Advisory Services

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.

Business Valuation

Our Business Valuation Practice encompasses a wide range of sub-specialties. Litigation support, estate planning, business secession planning, corporate financing and matrimonial disputes are among the interdependent areas.

Employee Benefit Plan Compliance Audits

Our employee benefit plan audit group has experience in auditing retirement plans for companies of all sizes. Our team is adept at handling Department of Labor reporting requirements for both public and private company plans.

Press Releases


Berkowitz Pollack Brant Expands Mergers and Acquisitions Practice with addition of Judd Appel

MIAMI, FL, March 2, 2018 – Berkowitz Pollack Brant Advisors and Accountants today announced that Judd Appel has returned to the firm.  In his new role, Appel will assist clients with raising capital, exploring strategic partnerships, and mergers and acquisitions activity. Appel returns to the firm following positions with ITT Inc., Honeywell International, Global Infrastructure […]

Berkowitz Pollack Brant Expands Mergers and Acquisitions Practice

MIAMI, FL, March 2, 2018 – Berkowitz Pollack Brant Advisors and Accountants today announced that Judd Appel has returned to the firm.  In his new role, Appel will assist clients with raising capital, exploring strategic partnerships, and mergers and acquisitions activity. Appel returns to the firm following positions with ITT Inc., Honeywell International, Global Infrastructure […]

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 […]

David E. Kolan CPA Joins Berkowitz Pollack Brant as a Director in the Audit and Attest Services Practice

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 […]

Whitney Schiffer CPA Promoted to Director of Audit and Attest Services

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 […]

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 Welcomes New Director of Transaction Advisory Services

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 […]

Berkowitz Pollack Brant Adds Five Associate Directors

Miami, February 2022– Berkowitz Pollack Brant Advisors + CPAs today announced the addition of five new associate directors to the firm. The new associate directors are Oleg Beloglazov, ASA, CFA, ACCA; Gary L. Curtis, CPA; Liz McGrath, Laura Schulte, JD; and Jason Soman, CPA/ABV, CFE,ASA, CDFA®. Chief Executive Officer Joseph L. Saka commented, “The addition […]

Berkowitz Pollack Brant Adds Associate Director in West Palm Beach Office

WEST PALM BEACH, February 11, 2021 – Berkowitz Pollack Brant Advisors + CPAs today announced that Paul Combes, CPA, CFP®, recently joined the firm as an associate director in the Tax Services practice. Combes will be based in the firm’s West Palm Beach office. Combes brings 20 years of experience providing tax, accounting and business […]

Richard A. Berkowitz, JD, CPA, Joins Board of The Miami Foundation

MIAMI – March 1, 2016 – Four new members, ranging in industry specialization from financial services to business incubation and the nonprofit sector, have been appointed to The Miami Foundation’s Board of Trustees: Richard A. Berkowitz, J.D., CPA, CEO of Berkowitz Pollack Brant Advisors and Accountants and chairman of Provenance Wealth Advisors; Annette Franqui, co-founding […]

Berkowitz Pollack Brant Promotes Shea Smith, CPA, to Director

FT. LAUDERDALE, FL, August 26, 2015 – Berkowitz Pollack Brant Advisors and Accountants has promoted Shea Smith, CPA, to director in the Audit and Attest practice. Smith focuses his practice on real estate industry issues and works with some of South Florida’s largest developers. He provides business consulting, audit and attest services to various industries, […]

Berkowitz Pollack Brant Among Largest, Fastest-Growing Accounting Firms in the U.S.

MIAMI, Aug. 3, 2022 – Berkowitz Pollack Brant Advisors + CPAs today announced it has been recognized by INSIDE Public Accounting (IPA) as one of the nation’s Top-100 accounting firms based on financial performance. The firm also earned the distinction as the third fastest-growing firm in the country based on organic net revenue growth. This […]

Articles


Minimizing the Tax Consequences of Awards and Settlements for Personal Injury by Lewis Taub, CPA

Plaintiffs seeking compensatory and punitive damages for physical injury or mental distress often fail to recognize the tax implications of the lawsuit damages awarded to them. That information typically is revealed by legal counsel, who must have a firm understanding of the nuances of the U.S. tax code and, more importantly, how to apply those […]

IRS Clarifies Taxes on Cryptocurrency Hard Forks and Airdrops by Lewis Taub, CPA

Signaling that cryptocurrency is not a passing fad, more than 12,000 people gathered in Miami in early June 2021 for what was billed as the largest Bitcoin conference in history. As digital currency continues to gain mainstream popularity — both as a viable investment vehicle and a method of payment for goods and services — […]

IRS Updates Standard Mileage Rates, Guidance for 2020 by Lewis Taub, CPA

The IRS updated the standard mileage rates that taxpayers may use to substantiate the costs they incur, and may be reimbursed by their employers, when they use their personal cars, vans or trucks for business purposes. These are the rates taxpayers will use beginning on Jan. 1, 2020, for the tax returns they will file […]

Private Businesses Have More Time to Adopt New Accounting Standards for Leases, Credit Losses by Hector E. Aguililla, CPA

The Financial Accounting Standards Board (FASB) recently issued ASU 2019-10, extending the deadline for privately held businesses and not-for-profit organizations to comply with new accounting standards for recognizing leases and credit losses. Both standards were introduced in 2016 in an effort to improve financial reporting transparency and to provide readers of financial statements with a […]

Structuring the Sale of Your Business with Assets or Stock by Gary Curtis, CPA

The emotional aspects of selling a business you nurtured and built over the course of your life can often cloud some of the economic realities that a sale will bring, not just immediately after the deal closes but far into the future. One factor entrepreneurs must consider when selling their businesses is how they will […]

Limitation of Deductions for Interest Expense Impact M&A Transactions by Lewis Taub, CPA

For tax year 2021, business interest expense deduction limitations return to their pre-COVID levels, impacting a broad range of business activities, including merger and acquisitions (M&As). Affected companies must prepare to quantify how this reduced benefit will impact their bottom lines and these transactions moving forward. Under the Tax Cuts and Jobs Act (TCJA) enacted […]

IRS Ramps Up Cryptocurrency Reporting Compliance in 2021 by Lewis Taub, CPA

According to the U.S. Treasury, the cryptocurrency market capitalization in April 2021 reached more than $2 trillion. Today, there are approximately 4,000 virtual currencies, such as Bitcoin (BTC), Etherium (ETH), Tether (USDT) and Dogecoin (DOGE), stored and traded on more than 8,600 cryptocurrency exchanges around the world, including Kraken and the largest exchange, Coinbase, which […]

The Strategic Imperative for ESG Reporting by David E. Kolan, CPA

Consumers’ passions to live more socially conscious, environmentally responsible lives has seeped deeper into the corporate world, where companies are now expected to address their impact on these societal issues with the same level of enthusiasm as its customers and investors. It is consequently no surprise that more than 90 percent of U.S. companies traded […]

It’s Time for Business to Begin Tax Reporting for 2020 by Lewis Taub, CPA

In the rush to put 2020 in the rearview mirror and welcome in the promises of a New Year, employers should remember that there are some critical tax-reporting deadlines they must prepare to meet in the next few weeks. For example, businesses have until Feb. 1, 2021, to file Forms W-2, Wage and Tax Statements, and […]

IRS Confirms Annual Per Diem Rates for Business Travel Expense Reimbursement by Lewis Taub, CPA

The IRS updated the per diem rates companies should use beginning Oct. 1, 2020, to reimburse employees for business-travel expenses, including lodging, meals, entertainment and other incidentals. The guidance also includes special rates for travel to high-cost localities and for meals and incidental expenses (M&IE) incurred by members of the transportation industry. The per diem […]

IRS Guidance on Payroll Tax Deferral Leaves Many Questions Unanswered by Lewis Taub, CPA

On Aug. 28, 2020, the IRS issued guidance to help employers carry out the temporary deferral of payroll taxes, which the President introduced three weeks prior as a measure to “put money directly in the pockets of American workers” and kickstart the economy. However, taxpayers should be forewarned that the guidance does not answer all […]

Tips for Selecting the Right Professional to Prepare your Tax Returns by Joanie Stein, CPA

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 […]

Business Owners Increasingly Rely on Quality of Earnings Reports to Sell their Companies by Daniel S. Hughes, CPA/CFF/CGMA, CVA

Business sales, mergers and acquisitions involve a delicate dance between sellers, hoping to receive the maximum amount for their companies, and buyers, who want to ensure that the price they pay aligns with the reality of the business’s current operations and ongoing financial performance. A critical component of a buyer’s due diligence process has been […]

New Tax Law Limiting Deductions for Interest Expense Impact M&A Transactions by Lewis Taub, CPA

The new tax law that went into effect on Jan. 1, 2018, has had a tremendous impact on business activities, including merger and acquisition (M&A) transactions. As businesses prepare to file their tax returns this year, they are just now quantifying how much the Tax Cuts and Jobs Act (TCJA) affects their bottom line. Prior […]

How Can Cannabis Companies Maximize the Tax Deduction for Business Expenses? by Lewis Taub, CPA

Despite the legalization of cannabis on a state-by-state basis, federal tax laws continue to limit the availability of certain tax benefits for businesses engaged in cannabis production and sales. Yet, with advance planning and analysis, cannabis companies and their investors have an opportunity to maximize their tax savings while maintaining compliance with federal laws. Federal […]

People


Andreea Cioara, CPA

Andrea Cioara focuses her practice on corporate tax planning, insolvency and bankruptcy work for real estate entities, publicly traded companies and closely held businesses.

Gary L. Curtis, CPA

Gary L. Curtis has more than 30 years of experience providing tax compliance and consulting services to corporations, S-corporations and partnerships, including multi-state income tax returns and planning. Curtis specializes in assisting companies with mergers and acquisitions, due diligence and divestiture structuring. In addition, he helps clients in the manufacturing, real estate, retail and technology […]

Richard Cabrera, JD, LL.M, CPA

Richard Cabrera provides tax and consulting services to high-net worth families and companies. He helps corporations with mergers and acquisitions including restructuring, inversions, and tax planning disputes. Individual clients frequently call him to handle state and local tax matters, credits and incentives, nexus studies and civil tax issues.

David E. Kolan, CPA

David Kolan has more than 30 years of experience providing audit, attest and business consulting services to domestic and international companies, partnerships and entrepreneurs.  During his career he has assisted hundreds of companies in the development of strategic plans, corporate reorganizations, debt and equity financing, mergers and acquisitions, due diligence and succession planning. As a […]

Whitney K. Schiffer, CPA

Whitney Schiffer has provided auditing, accounting, business consulting and litigation support to clients in a variety of industries for more than 25 years. Leader of the firm’s healthcare group, Schiffer’s experience includes the annual audits of hospitals, medical centers, HMOs and third-party administrators. In addition, she conducts forensic investigations, internal audits, corporate retirement plan audits, […]

Scott M. Bouchner, CMA, CVA, CFE, CIRA

For more than 25 years Scott Bouchner has provided business valuation and litigation support to business owners, lead counsel and state and federal courts.

Barry M. Brant, CPA

During his 30-year career, Barry Brant has developed a reputation for providing advice and guidance that helps companies grow.

Christian “CJ” Oliva, CPA

Christian Oliva provides accounting, auditing and business consulting services to companies in a wide range of industries. He has specialized experience auditing homebuilders, commercial rental real estate and distributors. Oliva has experience providing audit and accounting services to companies in the construction, manufacturing, employee benefit plans, not-for-profit and real estate sectors.

James “Tony” Salazar, CPA

Tony Salazar has more than 25 years of experience providing tax and consulting services to closely held businesses and high-net worth family groups in a diverse range of industries. Salazar helps individuals, corporations and partnerships with federal and state income tax planning and compliance, buy/sell transactions and structuring, and representation before the IRS and state […]

Luke Lucas, CPA

Luke Lucas focuses his practice on state and local tax compliance and consulting services for individuals and businesses across various industries. His experience as a state and local tax (SALT) specialist helps clients across the country navigate the entire spectrum of direct and indirect taxes imposed by state and local jurisdictions.

Jeff Stamm, CPA

Jeff Stamm leads the firm’s Transaction Advisory Services group and handles a wide range of buy-side and sell-side transaction activities for clients in a diverse array of industries. Stamm has over a decade of M&A experience and has successfully completed more than 100 transactions with a cumulative transaction value in excess of $16 billion. His […]

Mikel Gastaminsa, CPA

Mikel Gastaminsa has nearly ten years of experience providing auditing, accounting and business consulting services to private company and public company clients in a wide range of industries. In addition, he has served clients through reporting to foreign-based parent companies and converting US GAAP statements to International Financial Reporting Standards (IFRS).

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.

Lewis Taub, CPA

Lewis Taub provides tax compliance and consulting services to corporations, partnerships and entrepreneurs.

Melissa Fleitas, CPA

Melissa Fleitas provides accounting, auditing and consulting services to a wide range of companies in the healthcare, manufacturing and distribution sectors.  She also has specialized experience in providing audits of 401(k) and other employee benefit plans. Fleitas has nearly 20 years of experience providing accounting and consulting services for the healthcare industry. She has developed […]

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Services for Companies

With a wide range of niche practice areas and skilled advisors who can translate the tax code into opportunities for companies, our team helps business owners and management make the most of prospects. From transaction structuring and internal controls to M&A due diligence and real estate advising, we offer creative guidance to help clients meet […]

Services

We find that accounting engagements evolve over time. As companies evolve, the needs of their owners and management become more complex. Our broad range of services was compiled specifically to meet the needs of expanding companies at all stages of their lifecycles. We work with quickly growing start-ups that need partnership guidance, structuring assistance 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 […]