Creating Financial Solutions and Prosperity for our Clients

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2 Creating Financial Solutions and Prosperity for our Clients

3 Journey to Success Melbourne office opens Merritt Island office opens John Hopkins Jim LaHam

4 Ross Whitley Orlando-area office opens in Winter Park Brian Nemeroff Phil Hayes Brevard County offices relocate to Viera

5 Steve Bierbrunner Mike Durante Heather McDonough

6 Brian Fisher

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

8 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.

9 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

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

11 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)

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

13 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)

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

15 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

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

17 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.

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

19 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

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

21 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

22 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.

23 Who We Help United States: California Georgia Louisiana Maryland Massachusetts Michigan New Jersey New York North Carolina Texas Virginia Washington, DC Wisconsin International: Italy United Kingdom Canada Netherlands Germany Switzerland Australia Tallahassee Tampa Orlando Jacksonville Brevard W. Palm Beach Miami Total Clients: Approximately 1,208

24 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.

25 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.

26 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

27 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

28 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 1. Analysis 2. Valuation 3. Plan Development 4. Plan Execution 5. Review

29 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

30 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.

31 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.

32 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.

33 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.

34 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.

35 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.

36 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

37 Upcoming Events

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

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

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

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

42 July

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

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

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

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

47 Date: November 18-20, 2014 November

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