“Creating Financial Solutions and Prosperity for our Clients”
Journey to Success
1958
1966
1973
1992
Melbourne
office opens
Merritt Island
office opens
John
Hopkins
Jim
LaHam
1997
2002
Ross Whitley
Orlando-area office
opens in Winter Park
2006
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Brian Nemeroff
Phil Hayes
2007
Brevard County
offices relocate to
Viera
2009
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Steve Bierbrunner
Mike Durante
2010
2011
Heather
McDonough
2012
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Brian Fisher
Sue Mackie
2014
Jim LaHam
Tax Partner
Expertise:
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Fun Fact
Business and entity structure
Sales and acquisitions
Exit strategies
IRS controversies
Succession planning
Liability protection
Strategic and organizational planning
Retirement planning
Legacy planning
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.
Civic Activities:
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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)
Ross Whitley
Audit Partner
Fun
Fact
Governmental
Expertise:
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Construction
Ross
loves to fish and travel to
Retirement plans
High tech andplaces
governmentas
contracting
different
long as there
are NO palm trees.
Civic Activities:
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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
Brian Nemeroff
Audit Partner
Expertise:
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Audits and special services for PHAs
Tax credits and cost certifications
Fraud and agreed-upon procedures
Educational institutions
Fun Fact
Brian enjoys playing soccer
and golf with his 3 children.
Civic Activities:
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Melbourne Regional Chamber of Commerce (Board Member)
Brevard Symphony Orchestra (Chairman)
Palm Bay Youth Soccer
Bayside Players
Kiwanis Club of Palm Bay (Treasurer)
Phillip Hayes
Managing Partner
Expertise:
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Fun Fact
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
Phil drinks a pound of Starbucks
coffee in 4 days.
Civic Activities:
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Junior Achievement (Board Member)
Steven Bierbrunner
Audit Partner
Expertise:
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Fun Fact
Commercial construction
Manufacturing
Technology based companies
SEC
401(k)
Healthcare
Real estate
Steve loves to travel. Two of his
favorite places to travel to are
the Caribbean and Spain.
Civic Activities:
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Family Counseling Center of Brevard
KLD Youth Foundation
Boy Scouts, Local Pack 285
Suntree Rotary Club
Michael Durante
Audit Partner
Expertise:
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Employee benefit plan audits
Closely held businesses
Government contractors
Non-profit organizations
Commercial audits
Compliance auditing including federal
and state single auditing
Fun Fact
Mike has two sets of twins (3
boys and 1 girl) and is an avid
downhill skier.
Civic Activities:
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Space Coast Early Intervention Center
Florida Institute of Technology Autism Advisory Board
Early Childhood Learning Coalition of Brevard County, Inc.
Heather McDonough
Tax Partner
Expertise:
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Fun Fact
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 once auditioned with a
friend to be a Rockette dancer.
Civic Activities:
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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
Brian G. Fisher
Accounting & Tax Services Partner
Expertise:
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Fun Fact
Construction
Physician Practices
Estates and Trusts
Fiduciary Accounting
Privately Owned Business
IRS Matters
Individual and Business Taxation
Brian knew he wanted to be a
CPA in high school and was the
only accounting major on his
college baseball team.
Civic Activities:
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AMIkids Space Coast – Treasurer
AMIkids National Audit Committee
Brian
Community Foundation For
BrevardPlaying
-Vice Chair Ball!
Melbourne Chamber of Commerce
Community Foundation of Brevard – Board Leader
Sue L. Mackie
Accounting & Tax Services Partner
Expertise:
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Fun Fact
Gold Level QuickBooks Proadvisor
Daily accounting services
Individual and Business Taxation
Estates and Trusts
Fiduciary Accounting
Sue loves to
take her boat
out and anchor
overnight. She
Professional Activities:
• American Institute of Certified
Public Accountants
(AICPA)
leaves
the cell
• Florida Institute of Certified Public Accountants (FICPA)
• PrimeGlobal
phone at home!
Who We Help
Tallahassee
United States:
California
Georgia
Louisiana
Maryland
Massachusetts
Michigan
New Jersey
New York
North Carolina
Texas
Virginia
Washington, DC
Wisconsin
Jacksonville
Brevard
International:
Italy
United Kingdom
Canada
Netherlands
Germany
Switzerland
Australia
Orlando
Tampa
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
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Our technical expertise and innovative thinking
enable us to pinpoint the tax issues unique to you.
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Our compliance services
include:
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Quality Control
IRS Audit Exposure
Recognition
Tax Forms Expertise
Compliance and
Consulting
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We provide efficient and accurate preparation of tax
returns.
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We offer a variety of consulting
services, including:
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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 Process
1.
2.
3.
4.
5.
Analysis
Valuation
Plan Development
Plan Execution
Review
Valuation Services
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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
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NACVA
ESOP
- National Center for
Employee Ownership
Contractors
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We offer contractor services in the following areas:
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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
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We have developed solid relationships with bonding
agents to help you obtain bonding and workman’s
comp insurance.
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We have a business
valuation department ready
to provide clients with
professional valuation
reports and expert witness
services.
Housing & Urban
Development (HUD)
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We have a dedicated team of professionals who are
hired and trained specifically for PHA auditing.
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Many of our associates are
involved in governmental
committees and make
presentations on
accounting, auditing and
other subjects at seminars.
Housing & Urban
Development (HUD)
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We will consult with you in the
following areas:
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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
• Many of our professionals are involved in governmental
• We
provide open
communications
with
your
Board
committees
and make
presentations
and
author
articles on
and
designated
employees
on asubjects
year-round
basis.
accounting,
auditing
and other
at seminars.
• Berman Hopkins staff
chaired the FICPA
committee which wrote the
compliance audit guide for
charter schools.
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
TEXAS NAHRO
National Association of Housing and
Redevelopment Officials (NAHRO)
Annual Conference & Tradeshow
Corpus Christi, Texas
Date: April 6-9, 2014
April
Annual Conference
Buena Vista Palace Hotel & Spa
Lake Buena Vista, Florida
Date: May 27-28, 2014
May
Public Housing Authorities
Directors Association
Annual Conference & Exhibition
New Orleans, Louisiana
Date: June 1 – 4, 2014
June
National Charter
Schools Conference
Annual Conference
Las Vegas, Nevada
Date: June 29 – July 2, 2014
June
Southeastern Regional Council
National Association of Housing and
Redevelopment Officials
Annual Conference & Tradeshow
Orlando, Florida
Date: June 15-18, 2014
June
Florida Association of Housing and Redevelopment Officials
Annual Conference & Tradeshow
Orlando, Florida
Date: August 11-14, 2014
August
Wines Around
the World
Berman Hopkins V.I.P Client
Appreciation Reception
Orlando, Florida
Date: October 2, 2014
October
National Association of
Housing and Redevelopment
Officials (NAHRO)
Annual Conference & Tradeshow
Cleveland, Ohio
Date: October 16-18, 2014
October
Arizona Charter
Schools Association
Annual Conference
Phoenix, Arizona
Date: November 13, 2014
November
Date: November 18-20, 2014
November
American Institute of Certified
Public Accountants
Annual Conference & Tradeshow
Las Vegas, Nevada
Date: December 4-5, 2014
December