BPB Knows...: Recent Episodes
BPB Knows...
In this episode, Senior Manager of Tax Services Matt Ginsberg, CPA, explains the changes to specific research and experimental tax credits outlined in the OBBB.
The post Podcast – BPB Knows the Deductibility of R&D Credits appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Tax Services Angie Adames, CPA, shares new opportunities and some the common mistakes made by owners of rental and vacation properties.
The post Podcast – BPB Knows Tax Opportunities for Real Estate Property Investors appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Tax Services Christian Burgos, CMI, JD, LLM, shares details of Washington State’s new law that taxes a wide ranges of services, including advertising, software development and more.
The post Podcast – BPB Knows State Taxability of Services appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Tax Services Patti Giarratano, CPA, explains the sections of the recent tax law change and how they could impact high-net-worth individuals.
The post Podcast – BPB Knows How the OBBB Will Impact High-Net-Worth Individuals appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Transaction Advisory Services Fabio de Filippo, CPA, shares the importance of getting books in order when contemplating the sale of a business.
The post Podcast – BPB Knows Using EBITA for Valuations in M&A Transactions appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Valuations Hernando Gomez explains why a valuation may be useful for buyers and sellers of business, when to conduct one and how the process flows.
The post Podcast – BPB Knows Business Valuations appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Tax Services Pedro Porras, CPA, explains the changes in the OBBB that will impact international citizens, companies and taxpayers.
The post Podcast- BPB Knows Opportunities and Issues for International Companies and Families in the OBBB appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Associate Director of Tax Services Alex Keneiby, CPA, shares updates to Opportunity Zones in the OBBB.
The post Podcast – BPB Knows Opportunity Zones in the OBBB appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Real Estate Tax Director Art Lieberman explains the percentage of completion method of accounting, why it’s going away and why this is so valuable for condo developers.
The post Podcast – BPB Knows Accounting Rule Changes for Real Estate Developers appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Senior Manager of Tax Services Alik MacLauchlan shares financial and tax surprises that may arise when an individual changes jobs.
The post Podcast – BPB Knows Tax Issues When Changing Jobs appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Tax Services Mike Greenwald, CPA, shares information about the OBBB and why planning is so important.
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The post Podcast – BPB Knows the One Big Beautiful Bill appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Assurance and Advisory Services Mikel Gastaminsa, CPA, shares the basics of IFRS, what multi-national companies need to look out for and strategies for staying in compliance.
The post Podcast – BPB Knows International Financial Reporting Standards appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services Angie Adames, CPA, shares an overview of the IRS’ most common tax scams and ways to protect yourself.
The post Podcast – BPB Knows Protecting Yourself from Tax Scams appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Joseph Leocata, JD, CPA, MBA, shares an update on enforcement trends at the IRS, the increasing use of AI and what the near-term future holds.
The post Podcast – BPB Knows IRS Enforcement Issues appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Joel Young, JD, LLM, shares an overview of FIRPTA, the goals of the program and who might make a misstep.
The post Podcast – BPB Knows FIRPTA Issues appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Forensic and Advisory Services Scott Bouchner, CMA, CVA, CFE, CIRA, shares how lost profits calculations are used in dispute resolution matters.
The post Podcast – BPB Knows Lost Profits Calculations appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services John Ebenger, CPA, shares the differences between real estate investors and dealers and how each classification impacts taxes.
The post Podcast – BPB Knows Real Estate Developers vs Investors appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Associate Director of Tax Services Luke Lucas, CPA, shares often overlooked state and local tax issues, deductions and credits.
The post Podcast – BPB Knows State and Local Tax Credits appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Forensic and Advisory Services Joel Glick, CPA/CFF, CFE, CGMA, explains the concepts behind piercing the corporate veil and how in partnership disputes and damages claims.
The post Podcast – BPB Knows Piercing the Corporate Veil appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Max Jewell, CPA, MST, shares workaround strategies for navigating the PTET limits.
The post Podcast – BPB Knows Navigating Pass-Through Entity Taxes appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Associate Director of Forensic and Advisory Services Richard Fechter shares details about Florida’s new financial reporting regulations for condo associations and HOAs.
The post Podcast – BPB Knows Financial Governance for Florida Condo Associations and HOAs appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Family Office Heath Standorf shares common risk situations for family offices and high-net-worth families.
The post Podcast – BPB Knows Family Office Risk Protection appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Transaction Advisory Services Fabio De Filippo, CPA, shares considerations for business owners who are planning to sell their companies and the steps they should take to get everything in order to maximize opportunities,
The post Podcast – BPB Knows M&A Transactions appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of International Tax Services Arthur J. Dichter, JD, LLM, explains the basics of pre-immigration tax planning, why starting early is essential and how individuals and families can prepare.
The post Podcast – BPB Knows Pre-Immigration Planning appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Managed Cyber Solutions Brandon Bowers explains how companies can protect themselves from ransomware attacks and the steps business owners should take if they are impacted.
The post Podcast – BPB Knows Dealing with a Ransomware Attack appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Forensic and Advisory Services Richard Fechter, JD, CAMS, CFE, shares the types of fraud that can be uncovered in a forensic investigation.
The post Podcast – BPB Knows Forensic Investigations appeared first on Berkowitz Pollack Brant Advisors + CPAs.
UPDATED – On March 2, 2025, the Department of Treasury announced CTA will be narrowed to only foreign reporting companies. UPDATED – On December 3, 2024, a federal court in Texas ruled that the CTA is likely unconstitutional and prohibited its enforcement. This set off a review, injunction and follow-up hearing date in March […]
The post UPDATED Podcast – BPB Knows the Corporate Transparency Act appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Senior Manager of Tax Services Joseph Leocata shares the latest trends in IRS audits and four good tips for individuals and companies who may be targets.
The post Podcast – BPB Knows Trends in IRS Audits appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, accounting systems advisor Shanna Shim shares some of the hidden costs of old software and what business owners should consider when their accounting systems are holding them back.
The post Podcast – BPB Knows the Downsides of Legacy Accounting Systems appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, employee benefit plan audit expert Melissa Fleitas explains some of the changes plan sponsors will need to comply with in the next few years.
The post Podcast – BPB Knows Secure Act 2.0 Changes for Benefit Plan Sponsors appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Senior Manager Yovanny Hernandez shares the details about 1031 exchanges and how they help real estate owners mitigate taxes..
The post Podcast – BPB Knows 1031 Exchanges appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Tax Services Andrew Leonard explains foreign tax credits and a recent court ruling that could make an impact on taxpayers.
The post Podcast – BPB Knows Foreign Tax Credits appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, associate tax director Brendan Kurpis explains electric vehicle tax credits and the common missteps.
The post Podcast – BPB Knows Electric Vehicle Tax Credits appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services Karen Lake shares details about Florida’s upcoming sales tax holidays.
The post Podcast – Florida Sales Tax Holidays appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Fabio De Filippo explains the recent ruling that bans non-competes, the M&A exemption and what might happen when the law goes into effect.
The post Podcast – BPB Knows Non-Competes and M&A Transactions appeared first on Berkowitz Pollack Brant Advisors + CPAs.
On this episode Associate Director of Tax Services Jonathan Menna shares the latest tips and traps for cryptocurrency investors.
The post Podcast – BPB Knows Cryptocurrency Issues and the IRS appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Max Jewell shares opportunities and challenges related to the pass-through entity tax and states where it can make a big tax difference.
The post Podcast – BPB Knows Pass-Through Entity Tax appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services Sarah Gaymon shares some reasons why everyone needs an estate plan and how to get started.
The post Podcast – BPB Knows Getting Started with Estate Planning appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services Art Lieberman shares the latest news about Opportunity Zones and the looming December 2026 deadline.
The post Podcast – BPB Knows the Latest Trends in Opportunity Zones appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Managed Cyber Solutions Brandon Bowers explains how to avoid hacks, what you should have in place and how to respond to the unthinkable.
The post Podcast – BPB Knows Cybersecurity if You Are Hacked appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Forensic and Advisory Services Dan Hughes explains how expert witnesses calculate economic damages in lawsuits.
The post Podcast – BPB Knows Economic Damages Claims appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services Richard Cabrera explains why it’s important for S Corps to consider the tax implications before entertaining bankruptcy proceedings.
The post Podcast – BPB Knows Tax Implications for S Corps in Bankruptcy appeared first on Berkowitz Pollack Brant Advisors + CPAs.
On today’s episode Associate Director Debra Sears shares her thoughts about the importance of cash flow and strategies for making improvements.
The post Podcast – BPB Knows Cash Flow Management appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Assurance and Advisory Services Whitney Schiffer shares the ways insurance audits can uncover underpayments and improve finances.
The post Podcast – BPB Knows Insurance Audits for Healthcare Practices appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Forensic and Advisory Services Joel Glick shares instances and approaches to tracing comingled funds.
The post Podcast – BPB Knows Tracing Comingled Funds appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Joel Young shares the background of the Corporate Transparency Act and who business owners will need to report.
The post Podcast – BPB Knows the Corporate Transparency Act appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, head of recruiting Mari-Luque Hanchett talks about what makes a successful recruiting strategy and how we assist clients in filling executive and professional roles.
The post Podcast – BPB Knows Recruiting appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services Lewis Kevelson shares some of the tax strategies that can be beneficial to individuals and families with substantial art collections.
The post Podcast – BPB Knows Tax Strategies for Art Collectors appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Sarah Gaymon shares strategies for high-net-worth families to be sure they don’t miss out on sunsetting tax provisions.
The post Podcast – BPB Knows Tax Planning Ahead of Sunsetting Provisions appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Provenance Wealth Advisors CEO Eric Zeitlin explains the basics of estate planning and how it can help avoid probate and protect your family.
The post Podcast – BPB Knows Estate Planning appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Mark Leaheey explains the basics of research and development credits and who many companies are missing out.
The post Podcast – BPB Knows Research and Development Credits appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Joseph Leocata shares details about the current state of the IRS, trends in tax controversy and what to do if you receive an IRS notice.
The post Podcast – BPB Knows Tax Controversy appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Managed Cyber Solutions Brandon Bowers explains how outsourcing IT can save companies time, money and space.
The post Podcast – BPB Knows Outsourced IT Services appeared first on Berkowitz Pollack Brant Advisors + CPAs.
On this episode Director of Tax Services Jonathan Kraes shares issues and opportunities for individuals who purchase private airplanes.
The post Podcast – Tax Tips and Traps for People Who Own Airplanes appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Joseph Leuchter explains how repair regulations can create favorable tax situations for business owns, real estate developers and other tax payers.
The post Podcast – BPB Knows Repair Regulations appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Assurance and Advisory Services Brent Leslie explains PCAOB audits and what types of companies benefit from them.
The post Podcast – BPB Knows PCAOB Audits appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Real Estate Tax Director Art Lieberman explains Opportunity Zones, the first step for developers and investors and some of the rules around Qualified Opportunity Funds.
The post Podcast – BPB Knows Opportunity Zones and Opportunity Funds appeared first on Berkowitz Pollack Brant Advisors + CPAs.
Director of Assurance and Advisory Services Hector Aguililla breaks down the M&A due diligence services the firm offers for buyers and sellers of companies.
The post Podcast – BPB Knows Due Diligence for M&A Deals appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode BayBridge Real Estate Capital Managing Director Jay Miller shares trends in the financing world that are impacting commercial real estate owners and developers.
The post Podcast – BPB Knows Commercial Real Estate Financing appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode associate director Heath Standorf shares the firm’s approach to leveraging technology for families and family office clients.
The post Podcast – BPB Knows Technology for Family Offices appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Tax Services Jeff Mutnik answers the questions what is a trust and who needs one?
The post Podcast – BPB Knows Trusts appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Mike Conkey shares the benefits of outsourced CFOs and finance team members to help professional services firms run more efficiently.
The post Podcast – BPB Knows Outsourced CFO Services appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Joseph Leuchter explains bonus depreciation, changes to the law and why it’s important to plan before simply checking a box each year.
The post Podcast – BPB Knows Bonus Depreciation appeared first on Berkowitz Pollack Brant Advisors + CPAs.
in this episode, Director of Family Law Forensics Sandi Perez explains how prenuptial agreements stand up in contested cases.
The post Podcast – BPB Knows Prenuptial Agreements appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Associate Director of Tax Services Kevin McNally explains how the Inflation Reduction Act will impact individual taxpayers.
The post Podcast – BPB Knows the Impact of the Inflation Reduction Act appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, business advisor Richard Berkowitz shares things entrepreneurs need to think about long before it is time for them to retire, sell or cash out.
The post Podcast – BPB Knows Succession Planning appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Tax Services Richard Cabrera explains the options for business structures and how entrepreneurs should choose.
The post Podcast – BPB Knows Business Structures appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services Magda Szabo explains when and how to start the process of pre-immigration tax planning.
The post Podcast – BPB Knows Pre-Immigration Tax Planning appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Director of Tax Services Lewis Taub shares the details about the IRS’s interest in crypto assets, gains and losses.
The post Podcast – BPB Knows Cryptocurrency Tax Issues appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Associate Director of Tax Services Adam Fisher explains passive activity loss rules and how they benefit real estate investors.
The post Podcast – BPB Knows Passive Activity Loss Rules appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode, Associate Director of Wealth and Tax Services Sarah Gaymon explains the importance of carefully selecting a trustee.
The post Podcast – BPB Knows the Role of Trustees in an Estate Plan appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode international tax advisor Lewis Kevelson shares tips and traps for international families with US assets.
The post Podcast – BPB Knows Gift Planning for International Families appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Managed Solutions and Technology Debra Sears explains the firm’s outsourced solutions for individuals and growing companies.
The post Podcast – BPB Knows Outsourced Accounting Solutions appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Forensic and Advisory Services Dan Hughes explains how forensic accountants are important members of a business’ interruption insurance claims team.
The post Podcast – BPB Knows Business Interruption Claims Support appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Tony Huber explains some of the nuances of international mergers and acquisitions.
The post Podcast – BPB Knows Cross-Border M&A Transactions appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Family Office Services Heath Standorf explains how high-net-worth families benefit from family office services.
The post Podcast – BPB Knows Family Office appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Tax Services Adam Cohen explains the tax and audit requirements for not-for-profit organizations.
The post Podcast – BPB Knows Non-Profit Tax Issues appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Family Law Forensics Sandi Perez explains how couples in divorce situations can benefit from financial analysis and investigations.
The post Podcast – BPB Knows Family Law Forensics appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Assurance and Advisory Services Hector Aguililla describes quality of earnings reports and why they are so valuable to buyers and sellers in M&A transactions.
The post Podcast – BPB Knows Quality of Earnings Reports appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of International Tax Services Lewis Kevelson discusses pre-immigration tax planning and why it’s so important to start before you start the citizenship process.
The post Podcast – BPB Knows Pre-Immigration Tax Planning appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Associate Director of Assurance and Advisory Services Melissa Fleitas shares what plan sponsors need to know about required reporting of 401(k) plans and employee benefits programs.
The post Podcast – BPB Knows 401K Plan Audits appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Forensic and Advisory Services Joel Glick explains how forensic investigations can be an important part of litigation matters.
The post Podcast – BPB Knows Forensic Investigations appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Assurance and Attest Services Brent Leslie explains ESG Reports and how they are helpful for businesses.
The post Podcast – BPB Knows ESG Reporting appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Consulting Services Steve Nouss explains the various types of SOC reports. Companies that have their processes reviewed under SOC standards give peace of mind to vendors and customers.
The post Podcast – BPB Knows SOC Reporting appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services Karen Lake shares information about SALT, state and local tax credits, work opportunity tax credits and more.
The post Podcast – BPB Knows Credits and Incentives appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of International Tax Services Art Dichter explains when foreign trusts are useful and how they play into tax planning.
The post Podcast – BPB Knows Foreign Trusts appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Forensic and Advisory Services Scott Bouchner explains business valuations, when they are useful and how to get started.
The post Podcast – BPB Knows Business Valuation appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Real Estate Tax Director John Ebenger shares an overview of 1031 exchanges, a tax deferral strategy for real estate investors.
The post Podcast – BPB Knows 1031 Exchanges appeared first on Berkowitz Pollack Brant Advisors + CPAs.
In this episode Director of Tax Services Andrew Leonard shares the latest in ERTC deadlines and requirements.
The post Podcast – BPB Knows Employee Retention Tax Credits appeared first on Berkowitz Pollack Brant Advisors + CPAs.