Articles
The IRS recently announced that the per diem rates employers may use to reimburse ordinary and necessary business travel expenses their employees incur or pay beginning on October 1, 2025, remain unchanged from the prior year. The per diem rates enable employers to use a flat daily allowance for reimbursing employees for the costs of […]
The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, brings significant tax benefits to domestic manufacturing companies. For example, the law restores taxpayers’ ability to fully write off domestic research and development (R&D) expenses in the year they are incurred. It also reinstates 100 percent special depreciation for a long list of new […]
The expansion and permanent reinstatement of 100 percent bonus depreciation under the One Big Beautiful Bill Act (OBBBA) is a welcome change for rental real estate developers and owners, who can once again write off a larger portion of their costs for qualifying business assets upfront rather than spreading them out over the property’s useful […]
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 […]
The U.S. government’s One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, contains a permanent reinstatement of 100 percent bonus depreciation and other tax-savings provisions that encourage businesses to invest in new assets. These tools enable businesses, including real estate owners and developers, to write off a greater portion of their […]
In a week when airports across the country saw flight delays, some of which made it difficult for members of Congress to return to Washington, DC, President Trump’s One Big Beautiful Bill (the “Bill” and more formally known as “An Act to provide for reconciliation pursuant to title II of H. Con. Res.14) arrived right […]
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 […]
The passage of the SECURE Act 2.0 in 2022 introduced sweeping changes to help enhance taxpayers’ retirement savings opportunities and improve the costs and managerial headaches employers face administering employee benefits plans, including 401(k)s, 403(b) and 457(b) plans. Since that time, employers of all sizes have gained expanded tax credits for establishing employee retirement savings […]
On Aug. 1, 2024, the U.S. Senate failed to pass a tax bill that, among other things, would have restored businesses’ ability to fully deduct specified research and experimental (SRE) expenses in the tax year they are incurred. As a result, businesses that invest in innovation must continue to capitalize and amortize those costs over […]
The research and experimental (R&E) tax deduction under Section 174 of the Tax Code has been a boon to U.S. businesses since its introduction in 1954. However, the rules for how taxpayers may claim a benefit for these costs changed in 2022, restricting short-term cash flow. Now, two years later, Congress may have found a […]
Many of the taxpayer-friendly provisions of the tax code introduced by the Tax Cuts and Jobs Act (TCJA) in 2017 are set to expire at the end of 2025, exposing individuals and businesses to the prospect of significantly higher tax liabilities beginning in 2026. While it is possible lawmakers will intervene and extend some provisions […]
Effective Jan. 1, 2024, it is easier for individuals to claim federal tax credits for the purchase of new electric, plug-in hybrid and fuel-cell electric vehicles, but there are fewer cars and trucks that qualify for the full $7,500 credit this year. The clean vehicle tax credit was amended in 2022 as part of the […]
The SECURE Act 2.0, passed into law in 2022, aims to reform the nation’s retirement savings system, making it easier for workers to save for their golden years and simplifying the rules employers must follow to administer retirement benefit plans for their employees. Following are some of the law’s provisions that take effect on Jan. […]
The passage of the Secure Act 2.0 at the end of 2022 ushered in significant changes for employers and how they must administer and annually report information about their employee benefit plans. These new provisions apply to employers’ 401(k) and 403(b) plans for tax years beginning in 2023. Although plans have until the last day […]
The Inflation Reduction Act (IRA) passed in 2022 ushered in enhanced tax credits for consumers who purchase new and used electric, hybrid and fuel-cell vehicles. However, it has become more difficult to qualify for the full value of the tax credit when you buy a new clean-energy vehicle that you place in service on or […]
People
Gregory Meisse has nearly a decade of experience delivering audit and assurance services to publicly traded and privately held companies across a range of industries, including manufacturing, automotive, health care and distribution. Meisse specializes in SEC and PCAOB audits, financial statement preparation and technical accounting issues. These include lease accounting under ASC 842 and IFRS […]
Angela Strimbu brings a decade of experience in accounting and taxation, with a background that spans both private and public accounting. She possesses specialized expertise in corporate and real estate taxation, with a strong focus on consulting and strategic tax planning and compliance for high-net-worth individuals and entrepreneurs. Strimbu takes a collaborative and client-focused approach, […]
Nicholas Spanos serves as a trusted audit, assurance and consulting advisor to public and private companies across various industries. With nearly 15 years of experience, Spanos brings extensive expertise in technical accounting, internal controls consulting and IPO and audit readiness. His practical approach to solving complex accounting issues makes him a valued advisor for clients […]
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 […]
Carl Richie has more than 25 years of experience in direct and indirect state and local taxation for businesses and individuals in the United States. He focuses on income, franchise and sales and use taxes. Richie holds a deep understanding of the full range of state and local tax issues most businesses and individuals face. […]
Robert Schmidt has more than 40 years of experience providing audit and assurance services to public and private companies across a broad spectrum of industries. With more than 20 of these years focused on quality assurance and technical reviews, he maintains the high-quality standards of our assurance services. Schmidt’s experience includes US and international engagements, […]
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.
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 […]
Press Releases
MIAMI, July 16, 2025 – Berkowitz Pollack Brant Advisors + CPAs recently announced the promotion of 65 firm members, including the advancement of 10 firm members to associate director. Nicholas Angarano joined the Tax Services group in 2017. He specializes in real estate taxation, with additional expertise in cost segregation studies, like-kind exchanges and partnership […]
MIAMI, July 15, 2024 – Berkowitz Pollack Brant Advisors + CPAs today announced the promotion of 39 firm members, including four new associate directors. The promoted individuals work in departments across the fine, including tax, assurance, forensics, IT, marketing and finance. Tal Aviv, CPA, was newly promoted to associate director of Tax Services, where he […]
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 […]
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 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 director promotions
MIAMI, FL, August 10, 2017 – Berkowitz Pollack Brant Advisors and Accountants has promoted three firm members to the associate director level. Guillermo Campos, CPA, associate director of International Tax Services, focuses on matters involving foreign earned income exclusion, U.S. inbound and outbound investments, pre-immigration planning, and foreign and domestic trusts. Campos is a graduate […]
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 […]
MIAMI, FL, August 24, 2016 – Berkowitz Pollack Brant Advisors and Accountants has promoted six firm members to associate director level. Angie Adames, associate director of Tax Services, provides tax and consulting services to high-net-worth individuals, pass-through entities and businesses in the real estate and manufacturing industries. Laurence Bernstein, associate director of Tax Services, spearheads […]
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 […]
MIAMI, FL, Nov. 6, 2015 – Berkowitz Pollack Brant Advisors and Accountants has promoted Cherry Laufenberg, CPA, to associate director in the Tax Services practice. Laufenberg has nearly 15 years of experience providing tax and consulting services to corporations, trusts and foreign entities. With diversified skills and a focus on helping her clients operate more […]
MIAMI, FL, July 15, 2015 – Berkowitz Pollack Brant Advisors and Accountants CEO Richard Berkowitz today announced that David E Kolan, CPA, has been promoted to director-in-charge of the firm’s Audit and Attest Services practice. Kolan has more than 30 years of experience in audit and attest services and firm leadership. He focuses his practice […]
MIAMI, FL, Aug. 15, 2014 – Berkowitz Pollack Brant Advisors and Accountants has promoted Robert C. Aldir, CPA, to associate director in the Audit and Attest Services practice. Aldir has more than 10 years of public accounting experience in the financial services, retail, casinos and gaming, manufacturing and construction industries. A Certified Public Accountant in […]
MIAMI, FL, Nov. 19, 2012 – Berkowitz Pollack Brant Advisors and Accountants has hired Robert Aldir CPA as a senior manager in its Audit and Attest practice. Aldir most recently served as a senior manager in the Audit and Enterprise Risk Services group of the Miami office of Deloitte. He brings more than 10 years […]