Business Tax Solutions
From the sole-proprietorship to the public company, Berkowitz Dick Pollack & Brant provides effective business tax consulting regarding tax liability, specialized transactions (e.g. mergers and acquisitions) and long range tax planning. The diversity of our clients requires us to understand organizational structures that may lead to recommendations for simplicity (e.g. liquidations of an entity) or complexity (e.g. formation of a subsidiary). Our tax compliance services include preparation of federal, state and local returns.
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Mergers & Acquisitions
We provide a full range of services in connection with mergers and acquisitions for both buyers and sellers. Our services include performance of due diligence, representation in negotiations, provisions of tax impact and planning analyses, performance of Florida Sales and Use Tax Certified Audits, assistance in finding a prospective buyer or seller and identifying funding sources.
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Individual Tax Planning and Compliance
Many of our clients are entrepreneurs who own closely-held businesses or high-net-worth individuals who own significant investment portfolios. However, all client situations are as unique as the individuals we represent. Our tax, business and consulting expertise allow us to cater to each client's set of circumstances. Our goal is to assist each client in achieving personal financial goals, whether they are minimization of tax obligations or provision of information necessary to make proper planning decisions. This includes both current and long-term planning. Our tax compliance services include preparation of federal, state and local returns.
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Estate and Trust Planning Compliance
We have a long history of assisting clients with their estate planning needs and goals, including succession planning for family owned businesses, utilization of trusts and other vehicles to minimize estate and gift taxes and other strategies designed to meet each family's estate planning goals. Whether your goals are to maintain privacy, minimize taxes on the transfer of assets and/or maintain certain assets within your family, our firm can help design and implement appropriate strategies.
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International Taxation
Berkowitz Dick Pollack & Brant is recognized as a leader in providing services related to international taxation. Services in this highly specialized area include inbound and outbound expertise in the areas of pre-immigration tax and estate planning, foreign investment in US real estate,foreign corporations doing business in the United States,US persons doing business abroad,taxation of foreign trust, compliance services and IRS representation.
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State and Local Taxation
Our team of tax professionals is well versed in state and local taxation. We help clients minimize the impact of state and local taxes and take advantage of the use of out-of-state entities to potentially reduce the overall tax liability.
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Representation Before Governmental Authorities
An audit by a taxing authority is never welcomed, always at the wrong time and usually very stressful. BDPB has vast experience in such representation at federal, state and local levels to:
- maximize the presentation of your facts
- minimize your exposure to additional tax
- minimize your personal exposure to the audit process
When the contact from a taxing authority takes place via correspondence, our experienced staff can help by working within the system and assisting in cutting through the red tape.
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Real Estate Taxation
The combination if the dynamic real estate market and the ability to take advantage of sophisticated tax planning provides clients with the opportunity to maximize profits and minimize income taxes. To that end, our seasoned professionals are well-versed in the multitude of issues impacting real estate in today's competitive market. We offer assistance in the following areas:
- Tax structuring for complex deals
- Tax structuring for partnership and LLC agreements
- Tax deferral strategies for sale transactions
- Ownership for real estate by foreigners
- Tax compliances
- Multi-state tax compliance and consulting
- Tax-free exchanges
- Cost segregation services
- Maximizing expensing of cost as opposed to capitalization
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