BPB Knows...

In this episode Associate Director of Tax Services Max Jewell, CPA, MST, shares workaround strategies for navigating the PTET limits.

The post Podcast – BPB Knows Navigating Pass-Through Entity Taxes appeared first on Berkowitz Pollack Brant Advisors + CPAs.

In this episode, Associate Director of Forensic and Advisory Services Richard Fechter shares details about Florida’s new financial reporting regulations for condo associations and HOAs.

The post Podcast – BPB Knows Financial Governance for Florida Condo Associations and HOAs appeared first on Berkowitz Pollack Brant Advisors + CPAs.

In this episode Associate Director of Family Office Heath Standorf shares common risk situations for family offices and high-net-worth families.

The post Podcast – BPB Knows Family Office Risk Protection appeared first on Berkowitz Pollack Brant Advisors + CPAs.

In this episode Director of Transaction Advisory Services Fabio De Filippo, CPA,  shares considerations for business owners who are planning to sell their companies and the steps they should take to get everything in order to maximize opportunities,

The post Podcast – BPB Knows M&A Transactions appeared first on Berkowitz Pollack Brant Advisors + CPAs.

In this episode, Director of International Tax Services Arthur J. Dichter, JD, LLM, explains the basics of pre-immigration tax planning, why starting early is essential and how individuals and families can prepare.

The post Podcast – BPB Knows Pre-Immigration Planning appeared first on Berkowitz Pollack Brant Advisors + CPAs.

In this episode, Director of Managed Cyber Solutions Brandon Bowers explains how companies can protect themselves from ransomware attacks and the steps business owners should take if they are impacted.

The post Podcast – BPB Knows Dealing with a Ransomware Attack appeared first on Berkowitz Pollack Brant Advisors + CPAs.

In this episode Associate Director of Forensic and Advisory Services Richard Fechter, JD, CAMS, CFE, shares the types of fraud that can be uncovered in a forensic investigation.

The post Podcast – BPB Knows Forensic Investigations appeared first on Berkowitz Pollack Brant Advisors + CPAs.

UPDATED – On March 2, 2025, the Department of Treasury announced CTA will be narrowed to only foreign reporting companies.   UPDATED – On December 3, 2024, a federal court in Texas ruled that the CTA is likely unconstitutional and prohibited its enforcement. This set off a review, injunction and follow-up hearing date in March […]

The post UPDATED Podcast – BPB Knows the Corporate Transparency Act appeared first on Berkowitz Pollack Brant Advisors + CPAs.

In this episode, Senior Manager of Tax Services Joseph Leocata shares the latest trends in IRS audits and four good tips for individuals and companies who may be targets.

The post Podcast – BPB Knows Trends in IRS Audits appeared first on Berkowitz Pollack Brant Advisors + CPAs.

In this episode, accounting systems advisor Shanna Shim shares some of the hidden costs of old software and what business owners should consider when their accounting systems are holding them back.

The post Podcast – BPB Knows the Downsides of Legacy Accounting Systems appeared first on Berkowitz Pollack Brant Advisors + CPAs.