“Creating Financial S olutions and Prosperity for our Clients”
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Transcript of “Creating Financial S olutions and Prosperity for our Clients”
“Creating Financial Solutions and Prosperity for our Clients”
Journey to Success
1958 1966 19921973Melbourne
office opensMerritt Island office opens
John Hopkins
Jim LaHam
1997 2002 20072006Ross Whitley Orlando-area office
opens in Winter Park• Brian Nemeroff• Phil Hayes
Brevard County offices relocate to
Viera
2009 2011• Steve Bierbrunner• Mike Durante
Heather McDonough
2010
2012• Brian Fisher• Sue Mackie
2014
Expertise:• Business and entity structure• Sales and acquisitions• Exit strategies• IRS controversies• Succession planning• Liability protection• Strategic and organizational planning• Retirement planning• Legacy planning
Jim LaHamTax Partner
Civic Activities:• Brevard Symphony Orchestra (past Chairman of the Board)• Estate Planning Council• King Center for the Performing Arts (Board Member)• Brevard Community College Foundation (Board Member)• Stevenson School of the Arts (Student Advisory Committee)
Jim named the Utah Jazz basketball team, which was the New Orleans Jazz at the time, and has the official letter from
the team in his office.
Fun Fact
Expertise:• Governmental• Construction• Retirement plans• High tech and government contracting
Ross WhitleyAudit Partner
Civic Activities:• Candlelighters of Brevard• Leadership Brevard Alumni• Melbourne Kiwanis Club• South Brevard Habitat for Humanity• City of Melbourne Village Finance Committee• Palm Bay Chamber of Commerce
Ross loves to fish and travel to different places as long as there
are NO palm trees.
Fun Fact
Expertise:• Audits and special services for PHAs• Tax credits and cost certifications• Fraud and agreed-upon procedures• Educational institutions
Brian NemeroffAudit Partner
Civic Activities:• Melbourne Regional Chamber of Commerce (Board Member)• Brevard Symphony Orchestra (Chairman)• Palm Bay Youth Soccer• Bayside Players• Kiwanis Club of Palm Bay (Treasurer)
Brian enjoys playing soccer and golf with his 3 children.
Fun Fact
Expertise:• Business valuations• Succession planning• Exit strategies• Shareholder disputes• Buy and sell agreements• Commercial lending and cash management• Bonding and surety• Sales and use tax exemptions
Phillip HayesManaging Partner
Civic Activities:• Junior Achievement (Board Member)
Phil drinks a pound of Starbucks coffee in 4 days.
Fun Fact
Expertise:• Commercial construction• Manufacturing• Technology based companies• SEC• 401(k)• Healthcare• Real estate
Steven BierbrunnerAudit Partner
Civic Activities:• Family Counseling Center of Brevard• KLD Youth Foundation• Boy Scouts, Local Pack 285• Suntree Rotary Club
Fun FactSteve loves to travel. Two of his favorite places to travel to are
the Caribbean and Spain.
Expertise:• Employee benefit plan audits• Closely held businesses• Government contractors• Non-profit organizations• Commercial audits• Compliance auditing including federal
and state single auditing
Michael DuranteAudit Partner
Civic Activities:• Space Coast Early Intervention Center• Florida Institute of Technology Autism Advisory Board• Early Childhood Learning Coalition of Brevard County, Inc.
Fun FactMike has two sets of twins (3 boys and 1 girl) and is an avid
downhill skier.
Expertise:• Contractor taxation• Succession planning• Strategic and tactical business tax planning• ESOPs• Entity structuring• Reorganizations• Out-of-the ordinary tax benefits such as Research and
Development credits• Energy efficiency deductions• International sales entities (IC-DISC)• IRS representation, negotiations and controversies
Heather McDonoughTax Partner
Civic Activities:• United Way Emerging Leaders• Brevard Zoo (Board Member/Officer)• Dance Arts Center (Board Member)• Space Coast United Soccer Club (Board Member/Officer)• Viera High School Academy of Business and Finance
Fun FactHeather once auditioned with a friend to be a Rockette dancer.
Expertise:• Construction• Physician Practices• Estates and Trusts• Fiduciary Accounting• Privately Owned Business• IRS Matters• Individual and Business Taxation
Brian G. FisherAccounting & Tax Services Partner
Civic Activities:• AMIkids Space Coast – Treasurer• AMIkids National Audit Committee• Community Foundation For Brevard -Vice Chair• Melbourne Chamber of Commerce• Community Foundation of Brevard – Board Leader
Fun FactBrian knew he wanted to be a
CPA in high school and was the only accounting major on his
college baseball team.
Brian Playing Ball!
Expertise:• Gold Level QuickBooks Proadvisor• Daily accounting services• Individual and Business Taxation• Estates and Trusts• Fiduciary Accounting
Sue L. MackieAccounting & Tax Services Partner
Professional Activities:• American Institute of Certified Public Accountants (AICPA)• Florida Institute of Certified Public Accountants (FICPA)• PrimeGlobal
Fun FactSue loves to take her boat
out and anchor overnight. She leaves the cell
phone at home!
Who We HelpUnited States:CaliforniaGeorgiaLouisianaMarylandMassachusettsMichiganNew JerseyNew YorkNorth CarolinaTexasVirginiaWashington, DCWisconsin
International:ItalyUnited KingdomCanadaNetherlandsGermanySwitzerlandAustralia
Tallahassee
Jacksonville
Brevard
OrlandoTampa
W. Palm Beach
Miami
Total Clients: Approximately 1,208
Assurance and Accounting
• We customize our services to meet your needs. We offer:
• Audits• Reviews• Compilations
• Our focus is to deliver relevant, timely and cost-effective assurance services.
Assurance and Accounting
• We provide meaningful recommendations for improvement of operations and strengthening of internal controls.
• Your company will benefit at every stage of its development through a strategic advisory relationship with Berman Hopkins.
Compliance and Consulting
• Our technical expertise and innovative thinking enable us to pinpoint the tax issues unique to you.
• Our compliance services include:
• Quality Control• IRS Audit Exposure
Recognition• Tax Forms Expertise
Compliance and Consulting
• We provide efficient and accurate preparation of tax returns.
• We offer a variety of consulting services, including:
• Retirement Planning• Succession Planning & Exit
Strategies• Cost Segregation Studies• Liability Protection & Entity
Selection
Valuation Services• By understanding the basics, you should be able to
successfully plan the financial future of you, your family and your business.
• The Process1. Analysis2. Valuation3. Plan Development4. Plan Execution5. Review
Valuation Services• We are members of and/or affiliated with
organizations which dedicate themselves to promoting excellence in the business valuation industry.
• AICPA - Forensic & Valuation Services Station• NACVA• ESOP - National Center for Employee Ownership
Contractors• We offer contractor services in the following areas:
• Accounting• Auditing and Assurance• Tax Rental Compliance• Tax Deferral Strategies
• It is our goal to maximize your financial statement profits and minimize your taxable income.
Contractors• We have developed solid relationships with bonding
agents to help you obtain bonding and workman’s comp insurance.
• We have a business valuation department ready to provide clients with professional valuation reports and expert witness services.
Housing & Urban Development (HUD)
• Many of our associates are involved in governmental committees and make presentations on accounting, auditing and other subjects at seminars.
• We have a dedicated team of professionals who are hired and trained specifically for PHA auditing.
Housing & Urban Development (HUD)
• We will consult with you in the following areas:
• Business Transactions• Auditing & Accounting Issues• Compliance Procedures for
New Laws and Regulations
• Our high level of staff retention provides valuable consistency in our service.
Charter Schools• We provide open communications with your Board and
designated employees on a year-round basis.
• Berman Hopkins staff chaired the FICPA committee which wrote the compliance audit guide for charter schools.
• Many of our professionals are involved in governmental committees and make presentations and author articles on accounting, auditing and other subjects at seminars.
Charter Schools• We are involved in the:
• Florida Institute of CPAs (FICPA)
• Government Finance Officer Association (GFOA)
• American Institute of CPAs • And many more
• We have a thorough understanding of governmental reporting requirements as well as statutes governing charter schools.
Upcoming Events
AprilDate: April 6-9, 2014
Annual Conference & TradeshowCorpus Christi, Texas
TEXAS NAHRO National Association of Housing and Redevelopment Officials (NAHRO)
May
Date: May 27-28, 2014
Annual ConferenceBuena Vista Palace Hotel & Spa Lake Buena Vista, Florida
June
Public Housing Authorities Directors Association Annual Conference & ExhibitionNew Orleans, Louisiana
Date: June 1 – 4, 2014
June
Date: June 29 – July 2, 2014
Annual ConferenceLas Vegas, Nevada
National Charter Schools Conference
June
Southeastern Regional CouncilNational Association of Housing and Redevelopment Officials
Date: June 15-18, 2014
Annual Conference & TradeshowOrlando, Florida
August
Florida Association of Housing and Redevelopment Officials
Date: August 11-14, 2014
Annual Conference & TradeshowOrlando, Florida
OctoberDate: October 2, 2014
Berman Hopkins V.I.P Client Appreciation ReceptionOrlando, Florida
Wines Around the World
October
National Association of Housing and Redevelopment Officials (NAHRO)
Date: October 16-18, 2014
Annual Conference & TradeshowCleveland, Ohio
November
Date: November 13, 2014
Annual ConferencePhoenix, Arizona
Arizona Charter Schools Association
November
Date: November 18-20, 2014
ORLANDO, FLORIDA
December
American Institute of Certified Public Accountants
Annual Conference & TradeshowLas Vegas, Nevada
Date: December 4-5, 2014