David Berezin is a Tax Partner with KSDT where he focuses his practice area on Estates, Gifts and Trusts (EGT) and professional services industry. He brings 30+ years of professional accounting and consulting experience, including 12 years at two large regional CPA firms. David was formerly a Tax Principal at a national CPA firm where he led the Florida EGT division.
David’s professional service industry practice consists of entity structures that minimize taxes and maximize net profit using his extensive experience. The work includes accounting and tax planning and compliance for these entity structures, as well as complex individual income tax planning and compliance for the professionals who are the owners of the entities.
The EGT area provides tax planning and compliance services for estates and trusts, and for individuals for estate and gift matters. In addition, the EGT area works with family limited partnerships, charitable trusts, tax exempt organizations, and many other similar tax planning entities that are formed as part of estate tax plans. David has been an expert witness in EGT related matters and has lectured numerous times regarding EGT related topics.
David is a current member and Past President of the Estate Planning Council of Greater Miami. He is an Accredited Estate Planner (AEP®), a graduate level designation. An AEP is dedicated to the multi-disciplinary, team approach to estate planning – the CPA being one of the disciplines on the team. He is a member of the Tax Section of the American Institute of CPAs, a member of the Florida Institute of CPAs, and has a bachelor’s degree from Florida State University.
David is a CPA licensed to practice in the State of Florida.
David lives in Miami Beach with his wife, Angie, and loves tennis, travel, the arts, and reading.
Tax Section of the American Institute of CPAs
Member of the Florida Institute of CPAs
Florida State University