Firm Profile
Berkowitz Dick Pollack & Brant Certified Public Accountants and Consultants, LLP, was established in 1980 and has offices in Miami and Fort Lauderdale.
We offer a comprehensive and proactive approach to income, estate, business and investment planning . Our professionals deliver high quality services, consistent with those found at large firms, but with local firm availability and attentiveness. We are proud of our technical expertise and ability to blend the technical, the practical and the business approach in each engagement we undertake.
People
Our professionals provide clients with timely, accurate and meaningful information and creative management advice. By utilizing the best technological resources available, we maximize the benefit of our advice and services while minimizing the cost to clients.
Mission Statement
Investment in human resources is the foundation of Berkowitz Dick Pollack & Brant. We maintain an environment that enhances knowledge and inspires creativity to achieve innovative solutions.
Our commitment is to achieve excellence in our profession and practice with integrity.
We measure our success by our clients’ satisfaction with our services and by our contribution to their profitability and growth. By efficiently utilizing the best professional and technological resources available, we will provide our clients with valuable knowlege and advice.
How Others See Us
We are the only firm to be named by INSIDE Public Accounting (formerly Bowman's Accounting Report) as one of the "Best of the Best" CPA firms in America for the last 13 consecutive years.
Alliances
We are proud to be a member of IGAF Worldwide is one of the oldest, largest, and most well respected accounting networks in the world, comprised of over 140 highly successful independent public accounting firms in 60 countries. Through IGAF Worldwide, member firms offer the strength and capabilities of a large, worldwide organization with technical depth and geographic reach impossible for a local firm alone.
In addition, our firm is a member of the Center for Public Company Audit Firms Practice Division of the American Institute of Certified Public Accountants (“AICPA”), as well as the private companies division. As a result, we are subject to Peer Review examination under the supervision of the AICPA. We believe that this helps to demonstrate our commitment to providing the highest quality of professional services available. We are also registered with the PCAOB, a private-sector, non-profit corporation, created by the Sarbanes-Oxley Act of 2002, to oversee the auditors of public companies in order to protect the interests of investors.
We are a member of the AICPA’s Employee Benefit Plan Audit Quality Center. This membership is only open to accounting firms that demonstrate a commitment to quality audits of pension, health and 401(k) plans subject to the Employee Retirement Income Security Act (“ERISA”) under the authority of the U.S. Department of Labor (“DOL”).
Services
Our professionals offer a comprehensive and proactive approach to income, estate, business and investment planning, including these services:
- Domestic tax planning and compliance
- International tax planning and compliance
- Succession, trust and estate planning
- Audit and attest
- Valuation
- Litigation
- Personal financial planning
- Real estate capital advisory
- Real estate consulting and tax
- Technology planning and implementation
- Law firm management
Industries
Our professional team has the breadth of expertise and knowledge necessary to advise our clients on a wide array of business and financial matters. Our services encompass a broad range of industries, including:
- manufacturing
- health care
- insurance advisory
- retail
- non-profit
- professional services
- real estate
- hospitality
- construction
- financial firms
- international tax and trade
Vision Statement
We strive to be the best of the best firms.
Core Values
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Integrity - Integrity is the foundation of our Firm.
Respect - Treat all individuals with dignity and respect.
Client Service – We have a passion for knowing our clients and their needs, for building lasting and mutually beneficial client relationships and for providing comprehensive services that help them create competitive advantages.
Environment and Culture – We are committed to providing a working environment that enhances work/life balance, productivity, and the ability to pursue and achieve Firm and personal goals. The Firm values its strength gained from diversity.
Training/Continuous Learning - We are dedicated to creating a lifelong learning environment whereby every individual is given the encouragement and opportunity to cultivate knowledge, enhance career development and achieve personal development.
Recognition and Reward – We are committed to recognizing and rewarding members of the Firm for their outstanding service to our clients, the Firm and the community.
Community - We actively encourage and support involvement with social, educational and other organizations in our culturally diverse community.
Stewardship – We are committed to excellence and leadership in our profession. We strive to be one of the best of the best Firms, managing our business profitably, providing value for our clients and providing opportunities for our members through long term sustainable growth.
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Community and Professional Involvement
As a Firm we realize the importance of giving back tour community. The Firm has a long history of leadership and contribution to civic and charitable organizations in both of the cities where we maintain offices. Richard Berkowitz, BDPB Managing Director, has served as Treasurer of several local political campaigns including the Inaugural Campaign for Mayor Manny Diaz and the Re-Election Campaign for Mayor Diaz as well as the Re-Election Campaign for Commissioner Johnny Winton.
In the community, one or more of our Directors are active in:
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City of Miami Audit Advisory Committee, Chairman |
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City of Miami Finance Committee |
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Greater Miami Chamber of Commerce, Trustee |
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University of Miami Citizens Board |
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Youth Crime Watch of America, Financial Vice President |
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Miami City Club, Treasurer |
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Bankers Club, Board of Governors |
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Museum of Discovery and Science in Fort Lauderdale, Board of Trustees |
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Temple Israel, Board of Trustees |
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Miami Light Project, Board of Directors |
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Greater Miami Jewish Federation, Planning and Allocations Committee |
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Boca Raton Chamber of Commerce |
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Ft. Lauderdale Chamber of Commerce |
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United Jewish Communities of Broward County, Board Member |
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Jewish Community Foundation of Broward County. |
Professionally, one or more of our Directors are active in:
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Florida Institute of Certified Public Accountants (FICPA), Board of Governors, President, 2005-2006 |
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FICPA Political Action Committee, Trustee |
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Council of the American Institute of Certified Public Accountants (AICPA) |
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Industry Advisory Board to the Center for Real Estate Studies at the University of Florida |
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American Women's Society of Certified Public Accountants (AWSCPA) |
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Financial Planning Association (FPA) |
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South Florida International Tax Group |
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The International Fiscal Association |
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International Tax Resource Panel |
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Association for Corporate Growth |
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