berkowitz pollack brant advisors and accountants

Jeffrey M. Mutnik, CPA/PFS

Director of Taxation and Financial Services

Experience:

Jeff Mutnik has spent more than 30 years assisting high-net-worth families, professional services firms, closely held businesses and not-for-profit organizations on tax and estate planning issues. His experience with complex estates and wide ranging fiduciary matters has made him a trusted advisor to clients who value his advice, guidance and objectivity.

Active in industry associations, Mutnik served as chairman of the Board of Directors of PrimeGlobal North America, a worldwide association of independent accounting and advisory firms. He is an in-demand speaker at industry conferences and professional associations.


Areas of Focus:

Financial and estate planning

IRS controversies

Income tax planning and compliance

Organizational structures

Tax-exempt and charitable structures

Trust and estate analysis, compliance and litigation support

Key Industries Served:

Entrepreneurs

High-net-worth individuals and families

Not-for-profit entities

Professional services firms

Real estate professionals


Affiliations:

American Institute of Certified Public Accountants

Florida Institute of Certified Public Accountants

PrimeGlobal – Past Chair of the Board of Directors of North America (2012-2014), Past Vice Chair, Treasurer and Director

PrimeGlobal – Past Chair of Tax Conference

PrimeGlobal World - Past Board Member

Greater Miami Tax Institute – Past President

Estate Planning Council of Greater Miami – Past Executive Board Member

Estate Planning Council of Broward County

Toastmasters District 47 - Past Area Director

Community:

United Way of Miami Dade – Professional Division, Past Campaign Co-Chair

United Way of Broward County

BPB Talking Heads Toastmasters Club – Past President

211 Broward - Planned Giving Committee Member


Education:

Florida International University – Master of Science in Taxation

Binghamton (NY) University - Bachelor of Science

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