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One SE Third Avenue
Tenth Floor
Miami, Florida 33131
Phone 305.377.4228
Fax 305.377.8331
dbereziin@rachlin.com |
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| David S. Berezin |
| CPA |
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E-Mail |
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| Principal |
Profile |
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Estate Tax Planning |
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Trust Income Tax |
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Gift Tax Planning & Compliance |
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Post-Mortem Planning & Compliance |
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Individual Income Tax Planning |
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Family Limited Partnerships |
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High-Net-Worth Individuals & Families |
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Estates |
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Trusts |
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Tax Exempt Organizations |
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Bachelor of Science, Accounting
Florida State University |
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David S. Berezin brings 18 years of accounting and tax
experience to his role as a principal in the firm's Tax and Business
Services division. For the past nine years, he has concentrated
his efforts in the practice of estate, gift and trust planning and
compliance. His focus is primarily on high net worth individuals,
trusts and estates. He has also been involved with charitable tax
planning at the individual, trust and estate levels.
Mr. Berezin helps manage the overall tax planning and
compliance function in the firm's Estate, Gift and Trust service area.
He has supervised and reviewed hundreds of trust income tax
returns, gift tax returns and numerous estate tax returns. Currently,
he focuses more of his efforts in gift tax and estate planning
engagements, and on overseeing research related to trust income
tax, gift tax and estate tax. In addition, Mr. Berezin serves his
department as a primary reviewer of fiduciary accountings, and has
served as a consultant numerous times in litigation matters
concerning estate and trust, tax and accounting related matters.
Mr. Berezin has lectured extensively on estate, gift and trust topics
at in-house training seminars and at outside seminars.
Mr. Berezin is a member of the American Institute of Certified
Public Accountants and serves on the board of directors for the
Florida Institute of Certified Public Accountants and Estate Planning
Council of Greater Miami. He received his B.S. degree in accounting
from Florida State University and holds his CPA license in Florida.
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American Institute of Certified Public Accountants |
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Florida Institute of Certified Public Accountants |
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Estate Planning Council of Greater Miami |
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Accounting for Estates and Trusts (Lorman Educational Services, November 30, 2007), Seminar Leader |
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Estate Planning Applications (Society of Financial Service
Professionals Symposium 2006), Seminar Leader |
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Special Needs Trusts At Settlement: The Plaintiff’s and
Defendant’s New Solution and Standard of Practice
in Florida, Lorman Education Services, July 20, 2006 |
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