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“Creating Financial S olutions and Prosperity for our Clients”

“Creating Financial S olutions and Prosperity for our Clients”. Journey to Success. 1958. 1966. 1992. 1973. Melbourne office o pens. Jim LaHam. Merritt Island office o pens. John Hopkins. 1997. 2002. 2007. 2006. Brevard County offices relocate to Viera. Brian Nemeroff Phil Hayes.

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“Creating Financial S olutions and Prosperity for our Clients”

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  1. “Creating Financial Solutions and Prosperity for our Clients”

  2. Journey to Success 1958 1966 1992 1973 Melbourne office opens Jim LaHam Merritt Island office opens John Hopkins

  3. 1997 2002 2007 2006 Brevard County offices relocate to Viera • Brian Nemeroff • Phil Hayes Ross Whitley Orlando-area office opens in Winter Park

  4. 2011 2009 2010 • Steve Bierbrunner • Mike Durante Heather McDonough

  5. 2012 2014 • Brian Fisher

  6. Jim LaHam Tax Partner • Expertise: • Business and entity structure • Sales and acquisitions • Exit strategies • IRS controversies • Succession planning • Liability protection • Strategic and organizational planning • Retirement planning • Legacy planning • 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)

  7. Jim LaHam Tax Partner Fun Fact 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.

  8. 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

  9. Ross Whitley Audit Partner Fun Fact Ross loves to fish and travel to different places as long as there are NO palm trees.

  10. 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 (Treasurer)

  11. Brian Nemeroff Audit Partner Fun Fact Brian enjoys playing soccer and golf with his 3 children.

  12. 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)

  13. Phillip Hayes Managing Partner Fun Fact Phil drinks a pound of Starbucks coffee in 4 days.

  14. 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

  15. Steven Bierbrunner Audit Partner Fun Fact Steve loves to travel. Two of his favorite places to travel to are the Caribbean and Spain.

  16. 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.

  17. Michael Durante Audit Partner Fun Fact Mike has two sets of twins (3 boys and 1 girl) and is an avid downhill skier.

  18. Heather McDonough Tax Partner • 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 • 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

  19. Heather McDonough Tax Partner Fun Fact Heather once auditioned with a friend to be a Rockette dancer.

  20. Brian G. 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

  21. Brian G. Fisher Accounting & Tax Services Partner Fun Fact Brian knew he wanted to be a CPA in high school and was the only accounting major on his college baseball team. Brian Playing Ball!

  22. 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

  23. 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.

  24. 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.

  25. 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

  26. 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

  27. 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 • Analysis • Valuation • Plan Development • Plan Execution • Review

  28. 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

  29. 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.

  30. 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.

  31. 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.

  32. 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.

  33. 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.

  34. 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.

  35. Berman Hopkins is a proud member of PrimeGlobal is among the strongest associations of independent accounting firms in the world, providing a wide range of tools and resources to help member firms furnish superior accounting, auditing, tax and management services to clients around the globe. For more information about PrimeGlobal as a membership association, and the services it offers its independent member firms and their clients, visit the PrimeGlobal website at www.primeglobal.net.

  36. Upcoming Events

  37. Annual Conference Buena Vista Palace Hotel & Spa Lake Buena Vista, Florida Date: May 27-28, 2014 May

  38. Public Housing Authorities Directors Association Annual Conference & Exhibition New Orleans, Louisiana Date: June 1 – 4, 2014 June

  39. National Charter Schools Conference Annual Conference Las Vegas, Nevada Date: June 29 – July 2, 2014 June

  40. Southeastern Regional Council National Association of Housing and Redevelopment Officials Annual Conference & Tradeshow Orlando, Florida Date: June 15-18, 2014 June

  41. July

  42. Florida Association of Housing and Redevelopment Officials Annual Conference & Tradeshow Orlando, Florida Date: August 11-14, 2014 August

  43. Wines Around the World Berman Hopkins V.I.P Client Appreciation Reception Orlando, Florida Date: October 2, 2014 October

  44. National Association of Housing and Redevelopment Officials (NAHRO) Annual Conference & Tradeshow Baltimore, Maryland Date: October 16-18, 2014 October

  45. Arizona Charter Schools Association Annual Conference Phoenix, Arizona Date: November 13, 2014 November

  46. Orlando, Florida Date: November 18-20, 2014 November

  47. American Institute of Certified Public Accountants Annual Conference & Tradeshow Las Vegas, Nevada Date: December 4-5, 2014 December

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