1041 Issues (Workshop)

Date: Thursday, October 20, 2011
Time: 5:30 PM - 6:30 PM
Location: The Bankers Club
Speaker: David Berezin

David S. Berezin brings 21 years of accounting and tax experience to his role as Principal of Berezin, CPA, P.A., a tax and accounting practice located in Miami, Florida.  Mr. Berezin’s experience includes 14 years at two of the largest CPA firms in Florida, where he concentrated his efforts in the practice of estate, gift and trust planning and compliance, and complex individual and business tax compliance and planning.  His focus is primarily on high net worth individuals, businesses, trusts and estates, and charitable trusts and non-profit entities.

Mr. Berezin now leads a tax and accounting practice that concentrates on serving successful business owners and wealthy retired entrepreneurs. He focuses more of his efforts on income taxation compliance, planning and research, implementing estate and trust planning strategies while assisting clients with their individual and business accounting and tax needs.  The firm’s clients include successful professional services practices, as well as multi-state and international tax clients.  In addition, Mr. Berezin has extensive experience with fiduciary accountings, and has served as a consultant numerous times in litigation matters concerning estate and trust, tax and accounting related matters. Mr. Berezin has lectured extensively on estate, gift and trust topics.

Mr. Berezin is a member of the American Institute of Certified Public Accountants and serves on the board of directors for the Estate Planning Council of Greater Miami. He received his B.S. degree in accounting from Florida State University and holds his CPA license in Florida.

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