STEVEN W. SCHWARTZ, CPA
Director-Taxation

Steve was born in Brooklyn, New York. He received his B.B.A. in accounting in 1967 from Pace College. After graduation he served in the Army Finance Corps. He subsequently moved to Florida in 1971 where he was employed by a national accounting firm to specialize in the area of corporate and individual taxation. At this national firm he attained the level of manager. He received his C.P.A. Certificate from the State of Florida Board of Accountancy in 1973.

In 1983 he left this national firm and joined another firm as tax manager in the Fort Lauderdale office.

Some of Steve’s accomplishments and recent tax projects have included:

• Facilitating partnership asset purchase allocations for basis, thereby saving current taxes and reducing overall gain on sales, and increasing current and future cash flows
• Structuring U.S. subsidiary liquidations of foreign corporations
• Initiating Federal and State tax compliance reporting systems for businesses, thereby facilitating proper and timely filing and payments of current taxes and eliminating potential penalties
• Reviewing filed Federal and State tax returns and initiating refund claims
• Contesting proposed Federal and State audit adjustments, thereby saving clients unwarranted tax and penalty assessments

Due to his tenure with national and local accounting firms, he brings to Berkovits & Company, LLP extensive tax knowledge in dealing with a wide assortment of various clients and entities in different industries. This knowledge concentrated in taxation covers, federal, state and foreign tax planning, advice, projections, research and opinions. His extensive experience in representing different entities in tax examinations by taxing authorities is extremely beneficial to our clients.