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History
On January 1, 1980, Stephen A. Kaplan and Richard A. Berkowitz formed a partnership, known as Berkowitz & Kaplan, Certified Public Accountants. On January 1, 1987, Barry J. Dick joined as a partner and the Firm changed its name to Berkowitz Dick & Kaplan. On January 1, 1989, Gary E. Rosenthal and Terrence A. Schultz joined as partners in the Firm in a merger with the Miami office of Mann Judd Landau.
Effective January 1, 1991, Berkowitz Dick & Kaplan became a partnership of Professional Associations and, accordingly, the former partners became Directors.
On October 22, 1991, Richard A. Pollack joined the Firm as a Director and the Firm’s name was changed to Berkowitz Dick & Pollack Certified Public Accountants, LLP. Stephen Kaplan retired to pursue a separate career in financial planning.
On February 1, 1994, Barry M. Brant joined the Firm as a Director. The Firm changed its name to Berkowitz Dick Pollack & Brant Certified Public Accountants, LLP on May 28, 1996. On July 1, 1997, Jeffrey M. Mutnik was admitted as a Director. On July 1, 1999 John Young was admitted as a Director, and on October 18, 1999, Randi Grant and Kenneth Strauss became directors of the Firm. On July 1, 2002, Scott M. Bouchner was admitted as a Director. The Firm changed its name to Berkowitz Dick Pollack & Brant Certified Public Accountants & Consultants, LLP on June 19, 2003. On October 6, 2003, Ernesto R. Perez was admitted as a Director. On November 1, 2003, Andrew C. Bernstein was admitted as a Director and on January 1, 2004, John G. Ebenger was admitted as a Director. On July 1, 2005, Steve Messing was admitted as a Director.
TIMELINE
January 1, 1980
Stephen A. Kaplan and Richard A. Berkowitz formed a partnership, known as Berkowitz & Kaplan, Certified Public Accountants.
January 1, 1987
Barry J. Dick joined as a partner and the Firm changed its name to Berkowitz Dick & Kaplan.
January 1, 1989
Gary E. Rosenthal and Terrence A. Schultz joined as partners in the Firm in a merger with the Miami office of Mann Judd Landau.
January 1, 1991
Berkowitz Dick & Kaplan became a partnership of Professional Associations and, accordingly, the former partners became Directors.
October 22, 1991
Richard A. Pollack joined the Firm as a Director and the Firm’s name was changed to Berkowitz Dick & Pollack Certified Public Accountants, LLP. Stephen Kaplan retired to pursue a separate career in financial planning.
February 1, 1994
Barry M. Brant joined the Firm as a Director.
May 28, 1996
The Firm changed its name to Berkowitz Dick Pollack & Brant Certified Public Accountants, LLP.
July 1, 1997
Jeffrey M. Mutnik was admitted as a Director.
July 1, 1999
John Young was admitted as a Director.
October 18, 1999
Randi Grant and Kenneth Strauss became directors of the Firm.
July 1, 2002
Scott M. Bouchner was admitted as a Director.
June 19, 2003
The Firm changed its name to Berkowitz Dick Pollack & Brant Certified Public Accountants & Consultants, LLP.
October 6, 2003
Ernesto R. Perez was admitted as a Director.
November 1, 2003
Andrew C. Bernstein was admitted as a Director.
January 1, 2004
John G. Ebenger was admitted as a Director.
July 1, 2005
Steve Messing was admitted as a Director.
July 31, 2005
Director Ernesto Perez resigned.
July 1, 2006
The following were named Associate Directors: Arthur J. Dichter, Adam L. Firestein, Daniel S. Hughes, Sandra L. Perez, Joseph L. Saka, Whitney K. Schiffer, David J. Siegel and Jack M. Winter.
July 1, 2007
Edward N. Cooper was named Associate Director.
Affiliates
Financial Planning Services
The Firm’s financial services affiliate, Provenance Wealth Advisors, serves successful business owners, professionals and retirees who lack the time and expertise to create and implement comprehensive planning strategies that incorporate:
Estate planning
Business and business succession planning
Investment planning
Insurance planning
Retirement planning
By drawing from our team’s multidisciplinary knowledge and expertise, we offer our clients a fresh perspective and new insights while designing a plan to manage their personal and business matters. Our comprehensive approach integrates income, estate, investment and business planning. This includes utilizing the expertise of consultants in our affiliate firm, Berkowitz Dick Pollack & Brant Certified Public Accountants & Consultants, LLP.
Technology Services
The Firm’s technology affiliate, Onsiteam (pronounced on-site team) Advisors LLC is a professional consulting Firm providing full service technical solutions for clients by offering hardware & software integration, web & e-business planning, business continuation strategies, financial software solutions, ed-discovery and forensics, outsourcing and technology planning consulting services.
Real Estate Capital Advisory Services
BayBridge Real Capital Advisors, LLC is a real estate investment and merchant-banking firm specializing in transactions of all sizes and most product types including but not limited to multi-family, retail and office properties and offers advisory services for equity, mezzanine, bridge and permanent debt financing and investment sales. The firm also engages in development site identification and principal investments.
Real Estate Brokerage
BayBridge Real Estate Group, LLC is a full service residential and commercial real estate brokerage company specializing in the Central and South Florida markets. We offer clients a single-source service that coordinates all phases of a transaction, from strategic planning and detailed financial analysis through assignment completion. BayBridge is positioned to assist clients both in marketing and selling a client's property and representing a client in their search for a specific property.
Home Lending
BayBridge Home Lending, LTD is a residential financing firm offering a broad spectrum of loan programs, as well as the end-loans for numerous condominium projects throughout South Florida. Our clients range from the first time home buyer to the complex investor, those with poor credit and those with excellent credit. We provide mortgage financing, refinancing, home equity lines and bridge loans.
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