Kaufman Rossin

United Way of Broward County’s annual Mayors’ Gala is more than just a social event — it’s a celebration of community, philanthropy, and collective power. Happening on April 26 at the Seminole Hard Rock Hotel & Casino in Hollywood, the Mayors’ Gala is an unforgettable evening filled with entertainment, connections with community leaders, and unique ways to make Broward County a better place for all. Kaufman Rossin is a proud sponsor of this event. https://okt.to/hFKz73

From tax management to estate planning and family office services, we've had the privilege of working with a variety of amazing clients. Throughout our journey, we have built strong relationships with our clients, fostering trust and becoming partners in achieving their personal and financial goals. In this video, you will hear from some of our esteemed clients as they share their experiences working with Kaufman Rossin. https://okt.to/BJe4pd

The IRS has updated Form 6765 for claiming the R&D tax credit, introducing new requirements for both quantitative and qualitative data. These changes will impact how businesses track and document R&D activities. If your company relies on the R&D tax credit, it’s important to start preparing now to meet the new documentation standards. Read more about what these changes mean for your business in our latest blog by Louis Guay. https://okt.to/gaBfPL

C-suite leaders in Palm Beach County are mostly optimistic about the prospects for their businesses, but report there are some challenges that come with operating in the South Florida market. Rick Slater, Kaufman Rossin's Palm Beach & Broward Managing Principal, spoke with South Florida Business Journal on the dynamic business landscape in Palm Beach & Broward. Read on to learn more: https://okt.to/9pvtgS

Is your investment fund’s cybersecurity strategy strong enough? Pooled investment vehicles such as hedge funds and private equity funds handle sensitive financial data, making them prime targets for cyber threats. With evolving risks and regulatory demands, it's critical to evaluate and strengthen your cybersecurity posture, from access controls and data encryption to incident response planning. Download this checklist to assess your fund’s cybersecurity posture. https://okt.to/CGE9Hh

You're invited to the United Way Miami Interactive Dinner! Cook with a culinary expert in live master classes, paired with fine wines from top wineries. Proceeds benefit United Way's mission to improve quality of life in Miami-Dade. Proudly sponsored by Kaufman Rossin. Visit here for more info: https://okt.to/8jRh9y

It's not too late to refocus on your financial goals this year. Jay Pelham, CFP®, highlights 5 key areas to consider, from retirement planning to reviewing your investment strategy and navigating life changes. Read the full article for actionable insights to set yourself up for success in 2025 and beyond. https://okt.to/6cOvuA

We're thrilled to announce that Kaufman Rossin has been recognized as one of the "Best of the Best" CPA firms in the U.S. of 2024 by INSIDE Public Accounting (IPA)! 🎉 As the largest independent CPA and advisory firm in Florida and one of the top 50 firms nationally, this honor reflects our commitment to excellence in financial performance, operational innovation, and leadership. https://okt.to/WYy70v

Yesterday at the FIBA AML Conference, Kaufman Rossin Principal Heidy Duarte CPA, CAMS, CFE, CFS, AMLCA presented an award to Maria Usategui, Co-Founder, President & CEO of BankMiami. Maria Usategui has made history as the founder of the first woman-founded bank, officially launching BankMiami just a few weeks ago. Her vision, leadership, and dedication have not only shaped this new institution but have also inspired many in the industry. This recognition is especially meaningful as we celebrate #WomensHistoryMonth, honoring those who break barriers and create opportunities for others. Kaufman Rossin is sponsoring this award, and we are proud to recognize Maria for her outstanding achievements. #FIBAAML2025

Yesterday, we wrapped up the final day of the #FIBAAML2025 Conference, hosted by FIBA. The Kaufman Rossin Cybersecurity and Data Privacy Team took part in a panel discussion moderated by Francisco Iglesias. The session, titled “The Good, The Bad and The Ugly - Part 3,” delved into the current threats impacting the financial services industry. Henry Flefel led a live #deepfake demo, while Kaufman Rossin’s Jorge Rey and Damian Schwartz, along with Guillermo Benites, shared their expertise on the latest cyberattacks and strategies for mitigation.