Creating Financial Solutions and Prosperity for our Clients
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2 Creating Financial Solutions and Prosperity for our Clients
3 Journey to Success Melbourne office opens Merritt Island office opens John Hopkins Jim LaHam
4 Ross Whitley Orlando-area office opens in Winter Park Brian Nemeroff Phil Hayes Brevard County offices relocate to Viera
5 Steve Bierbrunner Mike Durante
6 Brian Fisher Chris McDirmit Abbey Redden Don Carobine Marc Chesser
7 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 LaHam Tax Partner Civic Activities: Brevard Symphony Orchestra (past Chairman of the Board) Estate Planning Council King Center for the Performing Arts (Board Member) Eastern State College Foundation (Past President) Stevenson School of the Arts (Student Advisory Committee)
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9 Ross Whitley Audit Partner Expertise: Governmental Construction Retirement plans High tech and government contracting 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
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11 Brian Nemeroff Audit Partner Expertise: Audits and special services for PHAs Tax credits and cost certifications Fraud and agreed-upon procedures Educational institutions Civic Activities: Melbourne Regional Chamber of Commerce (Board Member) Brevard Symphony Orchestra (Chairman) Palm Bay Youth Soccer Bayside Players Kiwanis Club of Palm Bay (Past Treasurer)
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13 Phillip Hayes Managing Partner 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 Civic Activities: Junior Achievement (Board Member)
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15 Steven Bierbrunner Audit Partner Expertise: Commercial construction Manufacturing Technology based companies SEC 401(k) Healthcare Real estate Civic Activities: Family Counseling Center of Brevard KLD Youth Foundation Boy Scouts, Local Pack 285 Suntree Rotary Club
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17 Michael Durante Audit Partner Expertise: Employee benefit plan audits Closely held businesses Government contractors Non-profit organizations Commercial audits Compliance auditing including federal and state single auditing Civic Activities: Space Coast Early Intervention Center Florida Institute of Technology Autism Advisory Board Early Childhood Learning Coalition of Brevard County, Inc.
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19 Brian Fisher Accounting & Tax Services Partner Expertise: Construction Physician Practices Estates and Trusts Fiduciary Accounting Privately Owned Business IRS Matters Individual and Business Taxation Civic Activities: AMIkids Space Coast Treasurer AMIkids National Audit Committee Community Foundation for Brevard - Chair Melbourne Chamber of Commerce
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21 Christopher McDirmit Audit Partner Expertise: SEC Manufacturing Aerospace and Defense Contractors Civic Activities: UCF Accounting Advisory board Boone High School Foundation Board
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23 Abbey Redden TAX Partner Expertise: Entity selection and taxation Federal tax preparation and review IRS representation, negotiations and controversies Strategic and tactical business income tax planning Estate tax and financial planning Civic Activities: Brevard Heart Association board member
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25 Don Carobine Audit Partner Expertise: Agriculture Communications technologies and services Construction Distributors Financial Institutions and finance companies Healthcare Manufactures and product sales Real Estate Service providers Software companies Universities and high schools
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27 Expertise: Construction Manufacturing Development Real Estate Marc Chesser Audit Partner
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29 Who We Help United States: California Georgia Louisiana Maryland Massachusetts Michigan New Jersey New York North Carolina Texas Virginia Washington, DC Wisconsin International: Italy United Kingdom Canada Netherlands Germany Switzerland Australia Tallahassee Tampa Orlando Jacksonville Brevard W. Palm Beach Miami Total Clients: Approximately 1,208
30 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.
31 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.
32 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
33 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
34 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. Analysis 2. Valuation 3. Plan Development 4. Plan Execution 5. Review
35 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
36 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.
37 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.
38 Housing & Urban Development (HUD) We have a dedicated team of professionals who are hired and trained specifically for PHA auditing. Many of our associates are involved in governmental committees and make presentations on accounting, auditing and other subjects at seminars.
39 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.
40 Charter Schools We provide open communications with your Board and designated employees on a year-round basis. Many of our professionals are involved in governmental committees and make presentations and author articles on accounting, auditing and other subjects at seminars. Berman Hopkins staff chaired the FICPA committee which wrote the compliance audit guide for charter schools.
41 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.
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43 TEXAS NAHRO National Association of Housing & Redevelopment Officials (NAHRO) Annual Conference & Tradeshow Austin, Texas April
44 Public Housing Authorities Directors Association Date: May 3-6, 2015 Annual Conference & Exhibition San Francisco, California May
45 June
46 Southeastern Regional Council National Association of Housing and Redevelopment Officials Annual Conference & Tradeshow Louisville, Kentucky Date: June 14-17, 2015 June
47 National Charter Schools Conference Annual Conference New Orleans, Louisiana Date: June 21-24, 2015 June
48 2015 National Association of Housing and Redevelopment Officials (NAHRO) July
49 Florida Association of Housing and Redevelopment Officials Annual Conference & Tradeshow Orlando, Florida Date: August 11-13, 2015 August
50 Annual Conference & Tradeshow Galveston, Texas Date: August 17-20, 2015 August
51 Wines Around the World Berman Hopkins V.I.P Client Appreciation Reception Orlando, Florida Date: TBD October
52 2015 National Association of Housing and Redevelopment Officials (NAHRO) October
53 Arizona Charter Schools Association SUPPORT. ADVOCATE. LEAD. Annual Conference Location: TBD November
54 Date: TBD November
55 American Institute of Certified Public Accountants Date: TBD December
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PAUL B. MURRAY, CPA, ABV, CFF 805 N. BROWN STREET MT. PLEASANT, MI 48858 (989) 772-1209 pbm@robertfmurray.com www.robertfmurray.
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