“Creating Financial Solutions and Prosperity for our Clients”

Journey to Success

1958 1966 19921973Melbourne

office opensMerritt Island office opens

John Hopkins

Jim LaHam

1997 2002 20072006Ross Whitley Orlando-area office

opens in Winter Park• Brian Nemeroff• Phil Hayes

Brevard County offices relocate to

Viera

2009 2011• Steve Bierbrunner• Mike Durante

Heather McDonough

2010

2012• Brian Fisher• Sue Mackie

2014

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 LaHamTax 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)

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.

Fun Fact

Expertise:• Governmental• Construction• Retirement plans• High tech and government contracting

Ross WhitleyAudit Partner

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

Ross loves to fish and travel to different places as long as there

are NO palm trees.

Fun Fact

Expertise:• Audits and special services for PHAs• Tax credits and cost certifications• Fraud and agreed-upon procedures• Educational institutions

Brian NemeroffAudit Partner

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)

Brian enjoys playing soccer and golf with his 3 children.

Fun Fact

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

Phillip HayesManaging Partner

Civic Activities:• Junior Achievement (Board Member)

Phil drinks a pound of Starbucks coffee in 4 days.

Fun Fact

Expertise:• Commercial construction• Manufacturing• Technology based companies• SEC• 401(k)• Healthcare• Real estate

Steven BierbrunnerAudit Partner

Civic Activities:• Family Counseling Center of Brevard• KLD Youth Foundation• Boy Scouts, Local Pack 285• Suntree Rotary Club

Fun FactSteve loves to travel. Two of his favorite places to travel to are

the Caribbean and Spain.

Expertise:• Employee benefit plan audits• Closely held businesses• Government contractors• Non-profit organizations• Commercial audits• Compliance auditing including federal

and state single auditing

Michael DuranteAudit Partner

Civic Activities:• Space Coast Early Intervention Center• Florida Institute of Technology Autism Advisory Board• Early Childhood Learning Coalition of Brevard County, Inc.

Fun FactMike has two sets of twins (3 boys and 1 girl) and is an avid

downhill skier.

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

Heather McDonoughTax Partner

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

Fun FactHeather once auditioned with a friend to be a Rockette dancer.

Expertise:• Construction• Physician Practices• Estates and Trusts• Fiduciary Accounting• Privately Owned Business• IRS Matters• Individual and Business Taxation

Brian G. FisherAccounting & Tax Services Partner

Civic Activities:• AMIkids Space Coast – Treasurer• AMIkids National Audit Committee• Community Foundation For Brevard -Vice Chair• Melbourne Chamber of Commerce• Community Foundation of Brevard – Board Leader

Fun FactBrian knew he wanted to be a

CPA in high school and was the only accounting major on his

college baseball team.

Brian Playing Ball!

Expertise:• Gold Level QuickBooks Proadvisor• Daily accounting services• Individual and Business Taxation• Estates and Trusts• Fiduciary Accounting

Sue L. MackieAccounting & Tax Services Partner

Professional Activities:• American Institute of Certified Public Accountants (AICPA)• Florida Institute of Certified Public Accountants (FICPA)• PrimeGlobal

Fun FactSue loves to take her boat

out and anchor overnight. She leaves the cell

phone at home!

Who We HelpUnited States:CaliforniaGeorgiaLouisianaMarylandMassachusettsMichiganNew JerseyNew YorkNorth CarolinaTexasVirginiaWashington, DCWisconsin

International:ItalyUnited KingdomCanadaNetherlandsGermanySwitzerlandAustralia

Tallahassee

Jacksonville

Brevard

OrlandoTampa

W. Palm Beach

Miami

Total Clients: Approximately 1,208

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.

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.

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

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

Valuation Services• By understanding the basics, you should be able to

successfully plan the financial future of you, your family and your business.

• The Process1. Analysis2. Valuation3. Plan Development4. Plan Execution5. Review

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

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.

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.

Housing & Urban Development (HUD)

• Many of our associates are involved in governmental committees and make presentations on accounting, auditing and other subjects at seminars.

• We have a dedicated team of professionals who are hired and trained specifically for PHA auditing.

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.

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.

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.

Upcoming Events

AprilDate: April 6-9, 2014

Annual Conference & TradeshowCorpus Christi, Texas

TEXAS NAHRO National Association of Housing and Redevelopment Officials (NAHRO)

May

Date: May 27-28, 2014

Annual ConferenceBuena Vista Palace Hotel & Spa Lake Buena Vista, Florida

June

Public Housing Authorities Directors Association Annual Conference & ExhibitionNew Orleans, Louisiana

Date: June 1 – 4, 2014

June

Date: June 29 – July 2, 2014

Annual ConferenceLas Vegas, Nevada

National Charter Schools Conference

June

Southeastern Regional CouncilNational Association of Housing and Redevelopment Officials

Date: June 15-18, 2014

Annual Conference & TradeshowOrlando, Florida

August

Florida Association of Housing and Redevelopment Officials

Date: August 11-14, 2014

Annual Conference & TradeshowOrlando, Florida

OctoberDate: October 2, 2014

Berman Hopkins V.I.P Client Appreciation ReceptionOrlando, Florida

Wines Around the World

October

National Association of Housing and Redevelopment Officials (NAHRO)

Date: October 16-18, 2014

Annual Conference & TradeshowCleveland, Ohio

November

Date: November 13, 2014

Annual ConferencePhoenix, Arizona

Arizona Charter Schools Association

November

Date: November 18-20, 2014

ORLANDO, FLORIDA

December

American Institute of Certified Public Accountants

Annual Conference & TradeshowLas Vegas, Nevada

Date: December 4-5, 2014