Richmond, Va.-based Cherry Bekaert LLP (FY14 net revenue of $130.8 million) admitted Stephen Danner, Lourdes De Los Santos and Michael DeSiato as tax partners to the firm’s Coral Gables, Fla., office.
Formerly with CBIZ Inc. and Mayer Hoffman McCann PC, Danner and DeSiato joined Cherry Bekaert after a recent acquisition that also included 23 associates. Prior to her arrival, De Los Santos was a tax director at a national public accounting firm.
“As we continue our expansion efforts in the South Florida market, it is essential for the firm to have professionals with a strong connection to our local communities,” says David Appel, MP of Cherry Bekaert’s South Florida practice. “The addition of Steve, Lourdes and Mike helps broaden Cherry Bekaert’s reach into the market with seasoned tax professionals known for delivering valuable solutions and advice to their clients.”
A member of Cherry Bekaert’s real estate and construction industry group, Danner provides guidance to partnerships and limited liability companies for real estate activities. Possessing more than 30 years of national and regional public accounting firm experience, he has helped numerous closely held companies reduce their income taxes while planning for a successful transition or sale of the business. Also an expert in tax and estate planning with an emphasis on preserving wealth, Danner is well versed in creating charitable planning strategies related to estate planning and creditor protection.
With more than 20 years of public accounting experience, De Los Santos specializes in serving middle-market companies and being a trusted advisor for personal tax planning and compliance needs. Her taxation expertise includes closely held businesses, partnerships, S-Corporations, financial institutions, high-net-worth individuals, real estate and construction industries and multi-state large corporations, as well as international tax compliance.
A member of the firm’s real estate and construction industry group, DeSiato focuses on tax planning and compliance for growing middle-market companies. With more than 35 years of public accounting experience, he advises clients on asset and estate tax planning, tax reduction strategies, tax credits and incentives and personal financial and exit planning matters. Further, DeSiato has experience working with clients in the real estate, construction, manufacturing, distribution, travel and broadcast industries.