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.
Comprised of deeply experienced CPAs, financial planners and legal professionals, our teams create sophisticated structures and well-designed asset protection strategies.
High-net-worth families and individuals face a complicated mix of financial issues that can be managed and mitigated by progressive planning. Our team works across global borders to bring creative thinking and comprehensive planning structures to help clients meet their goals. Our team consists of deeply experienced CPAs, financial planners and legal professionals who work together […]
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.
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 […]
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 […]
Uniquely talented individuals often find themselves in a position of extreme wealth and suddenly surrounded by people who want a piece. The reality is that incoming cash flow is often short term and dries up as fast as it begins. People who have spent their lifetime practicing on the field, studio or court often have […]
We help buyers and sellers evaluate opportunities, determine specific objectives and effectively manage liquidity events.
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Thank you for inquiring about the Tax and Real Estate Planning Seminar starting at 4 p.m. on Wednesday, November 6, 2024, at Le Méridien Dania Beach at Fort Lauderdale Airport. Please fill out the form below to save your spot.
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 […]
Provenance Wealth Advisors PWA’s team of experienced planners carefully evaluates each client’s personal financial situation and their business and family responsibilities against a backdrop of their long and short-term goals. This 360-degree view helps PWA planners identify opportunities, gaps and potential problems so they can offer thoughtful and results-oriented solutions. PWA’s approach is unique because […]
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.
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 […]
Articles
Florida’s legislature recently enacted House Bill 7063, which will reduce the state’s sales tax on rent and license fees for commercial property, including office and retail space, warehouses and certain self-storage units. It is the only state in the nation that imposes sales tax on commercial rent. Effective December 1, 2023, the sales tax rate […]
Mentioning the federal research and development (R&D) tax credit often conjures up images of scientists in white coats conducting lab experiments. Truth be told, the credit, which can reduce taxpayers’ federal tax liabilities, applies to a wide variety of activities conducted by companies outside of labs in an even broader range of industries, including construction […]
The passage of the Inflation Reduction Act in 2022 ushered in new and expanded tax-saving opportunities for individuals and businesses that produce, adopt and/or invest in energy-efficient technologies, including wind, solar and geothermal power. This includes an extension of tax savings to commercial real estate property owners and, for the first time, real estate investment […]
Tax-Deferral Strategies for Commercial Real Estate Investors Commercial real property investors have long relied on Section 1031 of the Internal Revenue Code to defer capital gains tax on the sale of appreciated property when they reinvest sales proceeds into similar like-kind property. However, with the Biden administration’s proposal to restrict the tax-deferral benefits of 1031 […]
Commercial property owners in Florida will soon receive Truth in Millage (TRIM) notices indicating the county’s appraised market value of their real estate and the estimated property taxes they can expect to pay for the year. Although it is not uncommon for landlords and developers to ignore these estimates in anticipation of receiving a final […]
President Biden’s $1.8 trillion American Families Plan intended to help low- and middle-income families “cover basic expenses, lower health insurance premiums and reduce childhood poverty” calls for significant changes to the tax code, including higher tax rates and fewer loopholes for wealthy taxpayers. As Congress now debates whether any of the provisions included in the […]
With all the economic hardships caused by the COVID-19 crisis, businesses must take the time to carefully review their financial losses to uncover potential opportunities for which they may use those deductions to maximize tax efficiency in 2020 and the years ahead. For example, much ink has been spilled over the Coronavirus Aid, Relief and […]
The ongoing COVID-19 pandemic continues to be a burden on the cash flow of commercial and residential real estate owners and their tenants. Many landlords have seen their rent receivables explode as a result of executing rent-forbearance agreements with struggling tenants, but they may not be certain if they will ever be able to collect […]
The Florida legislature recently voted to again reduce the sales tax that commercial real estate owners charge and receive from tenants to 5.5 percent in 2020 from its current rate of 5.7 percent. Real property rentals subject to the reduced rate include commercial office space, retail, warehouses and certain self-storage units, excluding storage for motor […]
U.S. real estate continued to attract foreign investors during the first half of 2019, thanks, in part, to a growing U.S. economy, low interest rates, and strong underlying fundamentals that support predictable cash flow and property appreciation. At the same time, the U.S. tax landscape has changed with the passage of the Tax Cuts and […]
Effective Jan. 1, 2019, Florida’s sales tax rate on the total rent that commercial real estate owners charge and receive from tenants is 5.7 percent, a decrease from 5.8 percent in 2018, and 6.0 percent in 2017. Real property rentals subject to the reduced rate include commercial office space, retail, warehouses and certain self-storage units, excluding storage […]
The Tax Cuts and Jobs Act (TCJA) that overhauls the U.S. Tax Code represents new, often more-favorable tax treatment for real estate business owners and investors. However, the full benefit of these provisions will require careful evaluation and planning as the IRS catches up to the new law and provides technical guidance. Income Taxes for […]
Effective Jan. 1, 2018, Florida’s sales tax on the total rental payments that commercial real estate owners receive for leasing their properties decreases from 6 percent to 5.8 percent. The reduced rate applies to the rental, leasing, letting and granting of a license to use certain commercial property for occupancy periods that begin on or […]
The Foreign Investment in Real Property Tax Act (FIRPTA) is a U.S. law enacted in 1980 to ensure foreign owners of U.S. real property interests pay their fair share of federal taxes on the profits they may yield from the eventual sale or disposition of those properties. It requires advanced planning and specific actions by […]
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 […]
Press Releases
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, […]
MIAMI, June 29, 2021 – Berkowitz Pollack Brant Advisors + CPAs today announced Director Arthur J. Dichter, JD, LLM, was re-appointed to the International Tax Committee of the Florida Institute of Certified Public Accountants (FICPA), a statewide association representing the accounting profession and CPAs roles in shaping public policy. He has served on the FICPA’s […]
FT. LAUDERDALE, Fla., – June 2, 2020 – Florida TaxWatch, a non-partisan, non-profit research institute and government watchdog for the state of Florida. has appointed Berkowitz Pollack Brant Associate Director Karen A. Lake, CPA, as chairwoman of its COVID-19 Taxpayer Tax Force. The task force will identify and analyze key state and local tax issues […]
FT. LAUDERDALE, Fla., – March 1, 2020 – Berkowitz Pollack Brant Advisors + CPAs today announced that Director of International Tax Services Jim Spencer, CPA, was named president of the Greater Miami Tax Institute (GMTI) for 2020. Spencer, who was previously vice president of the GMTI, has more than 25 years of international accounting experience, […]
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 […]
Miami, Jan. 6, 2020 – In its ongoing quest to solve problems for clients, Berkowitz Pollack Brant has established a new affiliated company, BayBridge Real Estate Capital. The professionals of the new firm will bring institutional capital and other alternative forms of financing to commercial real estate owners and their projects across the country. Berkowitz […]
BROWARD COUNTY, FL – Jan. 2019 – An independent Oversight Board of volunteer professionals was appointed on Thursday, January 10th to oversee the administration of funds collected from the recently approved penny surtax for transportation. The Board will be responsible for reviewing projects for eligibility, monitoring revenues and expenditures, and offering transparency and accountability to […]
FT. LAUDERDALE, Fla., – Dec. 14, 2018 – Florida Tax Watch has named Berkowitz Pollack Brant Associate Tax Director Karen A. Lake, CPA, as tax advisory council chairman. Florida Tax Watch is a non-profit research institute and government watchdog for the state of Florida. It provides independent research and analysis of issues related to state […]
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, March 16, 2017 – Berkowitz Pollack Brant Advisors and Accountants today announced that André G. Benayoun, JD, has joined the firm as an associate director in the International Tax Services practice. He most recently worked at a Big-4 firm in New York City, New York, where he focused on high-net-worth families and individuals. […]
MIAMI, FL, February 7, 2017 – Arthur Dichter, a director in the International Tax practice of Berkowitz Pollack Brant Advisors and Accountants, has been named to Citywealth’s list of leading lawyers for ultra high-net-worth individuals and families in its 2017 edition. Dichter has experience in wide range of issues facing growing multi-national companies, including acquisitions, […]
MIAMI, FL, December 31, 2016 – Berkowitz Pollack Brant Advisors and Accountants today announced that Arthur Dichter has joined the firm as a director in the International Tax Services practice. He most recently worked at a boutique law firm that focused on international companies and high-net-worth families and individuals. “We are thrilled that Art will […]
MIAMI, FL, Feb. 3, 2016 – Lewis Kevelson, CPA, has joined Berkowitz Pollack Brant Advisors and Accountants as a director in the International Tax practice. Kevelson joins the firm from a national accounting firm where he was an international tax partner. Kevelson has more than 25 years of experience handling international tax issues for high-net-worth […]
MIAMI, FL, August 3, 2015 – Christopher Galuppo, JD, CPA, has joined Berkowitz Pollack Brant Advisors and Accountants as a director in the International Tax practice. Galuppo joins the firm from Raiche Ende Malter & Co. in New York, where he was a tax partner. Galuppo has more than 20 years of experience handling the […]
MIAMI, FL, Nov. 19, 2014 – Arthur J. Lieberman has joined Berkowitz Pollack Brant Advisors and Accountants as a director in the Real Estate Tax practice. Lieberman joins the firm from LNR Property in Miami Beachwhere he was vice president of taxation. Lieberman has more than 30 years of public and private accounting experience in […]
People
Kevin McNally has provided business and tax consulting services for nearly 10 years. He has experience working with high-net-worth individuals and families, private equity and real estate development companies. McNally specializes in complex deal structuring for partnerships and limited liability companies, real estate taxation and partnership and LLC taxation. He is fluent in Spanish and […]
For more than 10 years, Laurie Jennings Arcia has focused her practice on real estate tax compliance and consulting services. Her diverse client base consists primarily of developers, high-net-worth individuals, family limited partnerships and entrepreneurs. She provides guidance to her clients on complex partnership structures, real estate transactions and related aspects of federal and state […]
Andrea Cioara focuses her practice on corporate tax planning, insolvency and bankruptcy work for real estate entities, publicly traded companies and closely held businesses.
Ryan Lodish specializes in partnership and corporate tax within the real estate, investment firm and financial services sectors. He focuses on real estate developers (condos, homebuilders and land deals), 1031 exchange transactions, rental real estate entities and foreign investment into domestic real estate property/funds. In addition, Lodish specializes in real estate investment funds, loan servicing […]
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 […]
Allysa Labianco-Baldoquin provides tax compliance and consulting services to closely held businesses, high-net-worth families and partnerships. She holds specialized experience with consolidated and affiliated groups. Her industry experience includes real estate, hotels and related sectors. She works with many of the firm’s entrepreneurial real estate developers.
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 […]
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 […]
Holly Jy provides tax compliance and consulting services to high-net-worth individuals, real estate developers and construction companies. She has experience in helping clients with property sales, exchanges of partnership interests and cost-segregation implementation.
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 […]
Dylan Stone has nearly 15 years of accounting experience providing business valuation services for estate and gift taxation, minority oppression, divorce and litigation-related matters. Stone also specializes in forensic accounting services for family law disputes. His clients have major holdings in a wide range of industries, including construction, consumer products, financial services, healthcare, manufacturing, private […]
Alex Keneiby provides tax planning, compliance and consulting services to high-net-worth individuals, real estate developers and entrepreneurs. His experience includes guiding clients through complex partnership structures, real estate transactions and issues relating to federal and state taxes.
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.
Nicholas Angarano has provided business and tax consulting services for nearly 10 years. He has experience in helping real estate, hospitality and healthcare companies with federal tax compliance, tax planning, cost-segregation implementation and business consulting.
For nearly 10 years Adam Fisher has provided tax compliance, tax consulting and accounting assistance to real estate property trades and businesses, private equity funds, closely held businesses and high-net-worth individuals and families. Fisher focuses on partnership and S Corporation rules and regulations. In addition, he has vast experience in cost recovery analysis including the […]