Kaufman Rossin

Kaufman Rossin is proud to announce the promotion of Cary Valdes-Perez, CPA, to a principal in the assurance and advisory services practice. Cary provides clients with consulting and audit engagements ranging from start-ups to large companies in a variety of industries. Additionally, Cary is a co-founder of the Kaufman Rossin Empowering Women employee resource group and a member of the firm’s Diversity, Equity and Inclusion Council. Congratulations Cary! Learn more about Cary and the firm's assurance and advisory services practice here: https://okt.to/ydQmXq

Medicare, Medicaid and private insurance are increasingly encouraging health care practices to participate in value-based care models. The industry’s perspective is that paying some providers prospectively based on outcomes tends to better support patient health and reduce overall excess spend for insurers. That’s one reason why the global value-based health care market is predicted to grow to $43.4 billion by 2031. Matthew Hellinger and Ian Goldberger of Kaufman Rossin shared their insights on the state of value-based care with Medical Economics. Read on here: https://okt.to/Dsbh3m

If you want to scale your business, you may need to go beyond bookkeeping basics. While you still may not need a full-fledged finance and accounting department, you can go beyond the basics using outside resources. Read on to learn when it's time to outsource finance and accounting to take your business to the next level. https://okt.to/QG7H4Y

Starting a tech company is an exhilarating journey filled with innovation, challenges, and growth. Amid the whirlwind of bringing your vision to life, understanding the tax implications is paramount. Read on for a few essential tax considerations for tech entrepreneurs to help you optimize your financial strategy as your startup or early-stage company grows. https://okt.to/2Ri3pv

In a recent landmark decision, the Supreme Court of the United States affirmed the constitutionality of the IRC Section 965 Mandatory Repatriation Tax (MRT), imposed as part of the 2017 Tax Cuts and Jobs Act (TCJA). The case, Moore v. United States, challenged the tax, which targets undistributed income of American-controlled foreign corporations (CFCs), attributing it to American shareholders with certain exceptions. This ruling may have significant implications for certain proposed legislation – especially a potential wealth tax – and thus should be closely watched by high-net-worth taxpayers. Read here to learn more: https://okt.to/CpvVSQ

As an innovative new financial services company, Neon Money needed help navigating the complex registration process with FINRA. Kaufman Rossin's risk advisory services team worked with Neon Money to help with their New Member Application. Following registration, our team continues to assist the firm with regulatory compliance while delivering tailored solutions to address their changing needs. Hear what Neon Money had to say about their experience with Kaufman Rossin: https://okt.to/OqB91X

Jeffrey Bernstein, director of cybersecurity and data privacy in Kaufman Rossin’s risk advisory services practice, shared his insights during an interview with CBS News titled, “AT&T customers in South Florida call data breach ‘invasion of privacy.’” In the interview, Jeffrey discusses the risks associated with outsourcing data storage and emphasizes the importance of increasing security measures for any device connected to a phone number to safeguard sensitive information. Visit here to watch the full interview: https://okt.to/GKAQFf

We serve high-net-worth clients ranging from families with multigenerational wealth, to entrepreneurs and individuals who have experienced a liquidity event. As a client of Kaufman Rossin, you’ll have direct access to a diverse team of professionals with technical, industry or jurisdictional expertise that can take a comprehensive view of your family, interests and wealth. Watch to learn more: https://okt.to/KV3ULI

We are proud to announce that Bela Barnes, International Tax Director at Kaufman Rossin, has been appointed to serve on the International Taxation Committee for the Florida Institute of CPAs (FICPA)! The committee serves to assist members in becoming more technically proficient in issues related to International Tax, and works collaboratively with the Florida Bar on the development of the annual International Tax Conference and Bootcamp. Congratulations Bela! Learn more about Bela here: https://okt.to/CvFtH7

Cybersecurity threats have evolved significantly over the years. And new technologies are making it easier for cybercriminals to carry out social engineering exploits, including phishing and vishing attacks. Could your client be a victim of AI phishing? Read on below to learn methods to stay vigilant to guard against these increasingly sophisticated threats. https://okt.to/JUvfwG