"A leader is one who knows the way, goes the way, and shows the way." - John C. Maxwell The #BermanHopkins Partner Retreat serves as an opportunity for our 14 Partners to step away from their day-to-day responsibilities and focus on the big ideas surrounding our firm.

Step into the action with the Journey to an ESOP & Beyond team at the NCEO 2024 Fall Forum as they capture the energy, insights, and connections that make this event unforgettable. Whether you are curious about ESOPs or a seasoned pro, see what it is like to be part of a community dedicated to building successful ESOPs and fostering a culture of shared success.

Savor the Past, Sip the Present

Are you looking to simplify your year-end process and avoid the stress of a complex employee benefit plan (EBP) audit? This insightful webinar guides you through the essential strategies and best practices to help your company achieve an "audit-free" status in 2024. Our Senior Audit Manager, Brad Heck, CPA, covers compliance checkpoints, documentation best practices, and proactive approaches to meet audit thresholds. This session empowers you with the tools to streamline your EBP administration, maintain compliance, and avoid common audit triggers. Key Takeaways: -Understand the primary causes of EBP audits and how to avoid them -Learn documentation techniques that meet compliance without overburdening your team -Discover strategies to keep your EBP plans below audit thresholds -Gain insights into best practices for efficient year-end EBP management Prepare for a smoother, audit-free 2024 with confidence.

Team spirit was in full swing as we enjoyed a friendly competition with our amazing clients! From seasoned sharpshooters to first-timers, everyone brought their A-game, making for a day filled with laughter, camaraderie, and unforgettable memories. 🎯 A huge thank you to everyone who participated — your partnership means the world to us! We look forward to continuing to build strong relationships and creating more fun experiences together. KENPAT RoMac Building Supply RA Rogers MULE Engineering & Construction CALIC Group Peninsula Engineering Comprehensive Energy Services Berkley Surety Total Solutions Group Pece of Mind Environmental VMG Construction Inc LQ Concrete Service Inc. Avian Inventory Management LLC McKinnon MEC KPM Franklin #BermanHopkins #CPAs #ClientAppreciation #ClayShooting #BuildingConnections

Component unit reporting can be a challenging aspect of financial reporting, often causing confusion and uncertainty. In this webinar, our expert panel will break down the complexities, including what constitutes a component unit, why it matters, and how to identify and report it. Whether you want to enhance compliance or improve transparency and accuracy in your financial statements, this session is tailored just for you. Don't miss this opportunity to sharpen your skills and elevate your financial reporting game.

With 2,200 attendees from 21 countries, the 2024 EOS Conference was the ultimate gathering for anyone passionate about running their business on EOS. As a proud sponsor and presenter, The ESOP Guy was at the heart of the action, sharing his expertise on ESOPs and connecting with fellow enthusiasts. Hit subscribe to stay updated on all our latest adventures, and let's continue to empower businesses and employees through the magic of employee ownership!

Hosted by UCF's Kenneth G. Dixon School of Accounting, this annual conference allows professionals to earn up to 24 hours of CPE credit while engaging in insightful discussions on topics such as tax, auditing, forensic accounting, ethics, and strategies for utilizing social media in firms. Robert Nevill, Audit Partner at Berman Hopkins CPAs & Associates, presented on Construction Accounting Theory and Industry Hot Topics. #AccountingConference #CPE #Tax #Audit #Construction