Articles
In a recent decision by the New York State Court of Appeals, an advertising research firm is liable for $2.3 million in unpaid sales tax for information services it provided to its customers over a three-year period. According to the court, Dynamic Logic Inc. (Dynamic) had erroneously treated one of its information services products as […]
It can be exceedingly difficult for companies to fill jobs that require specialized skills, such as finance and accounting, especially in a tight labor market with low unemployment. With so many job vacancies available to a limited number of qualified candidates, businesses must use all the resources available to stand out from the pack, build […]
Operating a small business comes with a wealth of opportunities and an equally abundant set of complexities, including tax reporting, regulatory compliance and meticulous financial recordkeeping. For many entrepreneurs, hiring full-time professionals to oversee these functions in-house is simply unaffordable. Instead, a growing number of businesses are turning to outsourced CFO services for on-demand assistance with […]
In this episode Mike Conkey shares the benefits of outsourced CFOs and finance team members to help professional services firms run more efficiently.
Miami, Fl. — On October 29, 2020, Legal Services of Greater Miami, Inc. (Legal Services) recognized the volunteer services of over 340 attorneys and professional partners at its 2020 Pro Bono Celebration. The virtual event honored the pro bono volunteers who made extraordinary contributions throughout the year and during COVID-19. Pro bono volunteers took on […]
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 […]
Forensic accounting services can play a pivotal role in cases involving financial fraud, breach of contract, hidden assets, lost profits and economic damages. As demand for these services continues to increase, the American Institute of CPAs (AICPA) has released new professional standards that CPA’s performing forensic services must adopt for new investigation and/or litigation engagements […]
Operating a small business in the U.S. comes with a wealth of opportunities and an equally abundant set of complexities, including tax reporting, regulatory compliance and meticulous financial recordkeeping. For many entrepreneurs, hiring full-time professionals to oversee these functions in-house is simply unaffordable. Instead, many are turning to outsourced CFO services to receive on-demand assistance with […]
The One Big Beautiful Tax Bill Act (OBBBA), signed into law on July 4, 2025, brings a myriad of tax benefits to businesses, small and large, including expanded deductions for depreciable property, research and development expenses and business interest expense. It also modifies taxes on foreign profits and sales of qualified small business stock while […]
Seeking out new career opportunities can have many financial implications, including taxes. When you switch jobs, your income may change along with your eligibility for certain tax deductions and credits that ultimately affect your tax liabilities today and in retirement. During these transitions, you must keep up to date with evolving laws to maintain tax […]
U.S. taxes are based on a pay-as-you-go system, in which individuals either have taxes withheld from their paychecks or make estimated tax payments directly to the IRS four times a year. These quarterly tax payments made every three months typically apply to business owners subject to self-employment tax and to individuals who receive income in […]
The Trump administration’s calls to reduce the size of the federal government and make the federal workforce more efficient[1] are expected to have a significant impact on the work of the Internal Revenue Service (IRS) and potentially end the agency’s 10-year plan to expand its tax compliance enforcement activities. However, savvy taxpayers should not assume […]
Falling victim to a data breach that involves unauthorized access to a company’s confidential information can be especially costly for small and mid-size businesses in terms of lost revenue, loss of productivity and reputational damage. Yet even as the number of small businesses impacted by cyberattacks continues to rise, less than half have adopted cybersecurity […]
Businesses and their employees are constantly bombarded by a rising threat of email and text scams that have resulted in millions of dollars in security breaches, lost data, stolen money, interruption to normal business operations and longer-term reputational damage. While businesses should bolster their defenses with a range of cybersecurity hardware and software solutions, they […]
Phishing scams and business email compromises (BECs) continue to make headlines, holding the titles as the most common cybersecurity breach method and the most frequently reported crimes to the FBI’s Internet Crime Complaint Center (IC3). Yet, even as businesses step up efforts to help employees learn to recognize the warning signs of these attacks, criminals […]
Press Releases
MIAMI, FL – March 31, 2025 – Berkowitz Pollack Brant Advisors + CPAs today announced that Mitchell Cohen, CPA, has joined the firm as a director in the Assurance and Advisory Services group. For more than 20 years Cohen has assisted companies ranging from start-ups to Fortune 100 with SEC filings, public and private debt […]
MIAMI, FL – January 6, 2025 – Berkowitz Pollack Brant Advisors + CPAs today announced that Hernando Gomez, CPA, has joined the firm’s Forensic and Advisory Services practice to lead the valuations group. Gomez has more than 20 years of global experience and has been involved in dozens of domestic and international transactions working closely […]
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 […]
MIAMI, January 2, 2023 – Berkowitz Pollack Brant Advisors + CPAs has promoted Richard Cabrera, JD, LL.M., CPA, to director in the Tax Services practice. Cabrera focuses on tax and consulting services for affluent families and companies. He has specialized experience in corporate restructuring, high-net-worth tax issues, international tax consulting and compliance, mergers and acquisitions, […]
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 […]
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 […]
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 […]
Miami, Fl. — On October 29, 2020, Legal Services of Greater Miami, Inc. (Legal Services) recognized the volunteer services of over 340 attorneys and professional partners at its 2020 Pro Bono Celebration. The virtual event honored the pro bono volunteers who made extraordinary contributions throughout the year and during COVID-19. Pro bono volunteers took on […]
WEST PALM BEACH, May 15, 2019 – Berkowitz Pollack Brant Advisors and Accountants today announced that Brent Leslie, CPA, has joined the firm as a director in the Audit and Attest Services practice. Leslie will be based in the firm’s West Palm Beach office. He joins the firm from a national accounting firm and has […]
New York, July 18, 2018 – Berkowitz Pollack Brant Advisors and Accountants today announced that Lewis Taub, CPA, has joined the firm as director of Tax Services in the New York City office. Most recently, Taub was managing director and the tax partner for CBIZ MHN, LLC, offering tax and business advice to sophisticated tax […]
MIAMI, FL, Oct. 9, 2017 – Berkowitz Pollack Brant Advisors and Accountants today announced that Gregory J. Gagné, CPA, CGMA, has rejoined the firm as an associate director in the Consulting Services practice. He worked for Berkowitz Pollack Brant in the 1990s as an auditor. He has Big 4 experience and most recently worked for […]
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 […]
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 […]
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 […]
MIAMI, October 1, 2020 – Chet Cotter has joined Berkowitz Pollack Brant as a director and leader of its Managed Solutions and Technology practice. The Managed Solutions and Technology team provides enterprise application recommendations and integration, full-service outsourced accounting solutions and systems management, and data analytics and e-discovery. Berkowitz Pollack Brant CEO Joseph L. Saka […]
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Berkowitz Pollack Brant’s Talent Acquisition and Recruitment Team has more than 35 years of experience in global recruiting and talent sourcing for companies of all sizes. Our professionals are dedicated to helping clients build successful teams and promote growth within their organizations. Services include: Compensation studies Contract and project-based positions Direct hire placement and retention […]
Thank you for trusting Berkowitz Pollack Brant Advisors + CPAs (“BPB,” the “Firm,” “we,” “us,” or “our”) to provide you with professional information technology services. This Master Services Agreement (this “Agreement”) governs our business relationship with you, so please read this document carefully and keep a copy for your records. SCOPE Throughout this Agreement, references […]
Services Guide This Services Guide contains provisions that define, clarify, and govern the scope of the services described in the quote that has been provided to you (the “Quote”), as well as the policies and procedures that we follow (and to which you agree) when we provide a service to you or facilitate a service […]
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.
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 […]
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 […]
Multi-national companies with subsidiaries or agents who have control over purchasing or acquisition of goods and services must be proactive to properly comply with the Foreign Corrupt Practices Act (FCPA). Non-compliance with the FCPA can result in criminal charges, fines and penalties, reputational harm and civil liabilities. Our firm works with attorneys and government agencies […]
Our professionals deliver high-quality services with the ongoing involvement of experienced senior firm members. We have cultivated a diverse client base that requires creative and strategic planning at all stages of their life cycles. From early-stage start-ups to sophisticated multi-national entities with complex structures, the services and guidance we provide grows with out clients’ evolving […]
Services
Staying ahead of technology can be one of the biggest challenges a company faces. We enable management to focus on core business strategies and avoid worrying about technology issues. With a goal of supporting business objectives, we help companies use technology as a strategic tool rather than a necessary evil. Our team provides responsiveness, problem […]
It’s often difficult and expensive to find experienced personnel who can handle complicated institutional reporting functions. We pride ourselves on offering these types of sophisticated accounting services to clients on an outsourced basis. Our team has many years of experience and offers the focus and attention that in-house teams with competing priorities often cannot. As […]
Our firm’s international tax practitioners are widely recognized as thoughtful advisors, strategic thinkers and valuable business partners. Many of our multi-national clients have worked with us for many years as their companies have grown and evolved. Tax Planning and Compliance Assessing the tax impact of currency fluctuations Branch terminations Federal, state and local tax compliance […]
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 […]
BayBridge Capital Advisors Transaction and Capital Advisory Services Maximizing value to the shareholders. Executing liquidity objectives and exit strategies. Accomplishing growth strategies. Raising capital. These objectives require trusted advisors with the right experience. BayBridge Capital Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, provides value to clients by assisting throughout the transaction process […]
It’s often difficult and expensive to find experienced personnel who can handle complicated institutional reporting functions. We pride ourselves on offering these types of sophisticated accounting services to clients on an outsourced basis. Our team has many years of experience and offers the focus and attention that in-house teams with competing priorities often cannot. As […]
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.
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 and cybersecurity specialists apply its skills to help clients protect themselves, understand their cyber insurance needs and react immediately […]
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 […]
Our team has been engaged by trustees, receivers, examiners, debtors, creditor committees and their counsel to provide financial forensic assistance in complex litigation matters as well as advisory services. We specialize in conducting financial investigations and assisting with asset recovery in Chapter 7 and 11 matters, as well as providing other forensic accounting services involving […]
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 […]
Multi-national companies with subsidiaries or agents who have control over purchasing or acquisition of goods and services must be proactive to properly comply with the Foreign Corrupt Practices Act (FCPA). Non-compliance with the FCPA can result in criminal charges, fines and penalties, reputational harm and civil liabilities. Our firm works with attorneys and government agencies […]
Family Law Forensics Our Family Law Forensics practice provides the technical expertise and specialized experience required to simplify complex financial information prior to, during and after divorce. With a keen understanding of both the legal and financial intricacies of these matters, we are able to partner with attorneys and apply our tax, accounting and audit skills […]
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.
Our consulting expertise is relied upon by individuals who recognize the benefits of diversifying business interests. Each engagement is customized and includes some or all of our specialty areas and focuses on enhancing the profitability of our clients’ businesses. Accounting financial data analysis Business plans, forecasts and financial projections CFO services, including governance, special projects […]
People
Steven Lange has more than 25 years of global strategic and tactical leadership experience. His expertise includes accounting and financial management, operational and strategic decision support, tax management and planning services, and acquisition integration. A leader in leveraging technology, business practices and operational management, he services publicly traded, mid-market and entrepreneurial companies in the real […]
Yovanny Hernandez has nearly ten years of experience providing federal and state tax compliance, as well as consulting services to business owners and high-net-worth individuals. A CPA in Florida, Hernandez serves clients in the commercial real estate and professional services sectors. He has specialized experience with partnerships and mergers and acquisitions. He practices in both […]
James “Jim” Duffy has more than 20 years of experience in the professional services and corporate development industries. He formerly oversaw the practice development efforts at two of Florida’s largest accounting and consulting firms with an established international presence, co-leading the private equity initiative in the Southeast. Duffy has a deep knowledge of the financial, […]
Elizabeth Marks has nearly 20 years of experience providing audit, attest and business consulting services to domestic and international companies in the privately held and publicly traded sectors. She serves clients of varying sizes in a wide range of industries, including cannabis, life sciences and biotechnology, manufacturing and distribution, retail, entertainment, professional services and employee […]
Michael Greenwald has more than 40 years of experience in public accounting. He provides consulting expertise to clients in the financial services, technology and media, manufacturing, wholesale distribution, private equity, real estate, construction and professional services industries. By approaching client challenges with a long-range view, he brings a unique perspective and identifies opportunities. His guidance […]
For nearly 15 years Michael Brennan has provided tax consulting and outsourced CFO services to clients in a wide range of industries, including professional services firms, hedge funds and manufacturers. He has an added focus on the complex needs of high-net-worth individuals, entrepreneurs and families. In 2023 Brennan was recognized by Crain’s New York Business […]
For more than 20 years Joanie Stein has provided tax accounting and consulting services to real estate management and investment companies, high-net-worth individuals and closely owned businesses. Stein concentrates her practice on professional services, retail and real estate industries. Her experience includes the review and approval of federal and state income, property, and other tax […]
Nicole Bellizzi Oxford provides tax consulting and compliance services to high-net-worth individuals, entrepreneurs and multinational families with operations in the U.S. and internationally. With a deep understanding of complex tax regulations, Nicole provides tailored solutions that meet the unique needs of clients. As a Certified Public Accountant (CPA) in Florida, Bellizzi Oxford specializes in pre-immigration […]
With more than 25 years of experience, Mitchell Cohen assists clients—including companies ranging from start-ups to Fortune 100—with SEC filings, public and private debt and equity offerings fillings and complex accounting matters. Cohen focuses his practice on revenue recognition, impairment analysis, mergers and acquisitions, lease accounting, stock-based compensation, equity instruments, derivatives, goodwill and intangible assets […]
Jeremy Katz focuses his practice on state and local tax (SALT) controversies, income tax planning, mergers and acquisitions, nexus determinations and voluntary disclosures. He also specializes in sales and use tax audits, exemptions and business planning across various industries. With extensive experience as a SALT expert, Katz possess the expertise to manage the complexities of […]
Alik MacLauchlan is a tax and business consultant with experience providing advice and guidance to corporations and partnerships across a broad spectrum of industries. His clients include manufacturers, professional service firms and retailers. He also has a specialized focus on high-net-worth family groups and entrepreneurs. MacLauchlan has prior experience at a Big Four firm, where […]
Hernando Gomez has more than 20 years of experience advising local and international companies and entrepreneurs. His consultative approach leverages his deep technical knowledge and vast hands-on business experience. Gomez has been involved in dozens of domestic and international transactions and works closely with buyers, sellers, advisors and bankers to bring projects to fruition. As […]
With more than 15 years of experience, Sarah Martin provides federal, state and international tax consulting and compliance services to business owners, corporations and their subsidiaries in the U.S. and abroad. Martin specializes in ASC 740 matters and US GAAP and IFRS tax accounting for U.S. and multinational public and private corporations. Her deep understanding […]
With more than 15 years in the state and local tax profession, Christian Burgos helps clients manage and mitigate their state and local tax burdens. Burgos focuses on nexus determinations, voluntary disclosures, tax controversies, income tax planning, and mergers and acquisitions. He also provides specialized support in sales and use tax audits, exemptions and planning […]
Mariella Arias-Rebaza has nearly 10 years of experience providing accounting, audit and consulting services. A CPA in Florida, she serves companies in the public and private sectors, and clients in the distribution, entertainment, hospitality and real estate development and industries. Arias-Rebaza is fluent in English and Spanish.