Executive Team Principal

ISABEL H. GOLDBERG, CPA, MST

ISABEL H. GOLDBERG, CPA, MST
Berenfeld Spritzer Shechter & Sheer LLP
401 East Las Olas Boulevard, Suite 1090
Fort Lauderdale, FL 33309
954-728-3740 Phone
954-728-3798 Fax
igoldberg@berenfeldllp.com

EDUCATION

University of Miami

M.S., Taxation
Bachelor of Business Administration

CREDENTIALS

Certified Public Accountant (CPA)

AFFILIATIONS

American Institute of Certified Public Accountants (AICPA), Member

Florida Institute of Certified Public Accountants (FICPA), Member

SUMMARY OF EXPERIENCE

Isabel Goldberg is a Principal in the firm's Tax Consulting and Compliance group. She assists corporations, partnerships, entrepreneurs and high net worth individuals with domestic and international tax matters, including:

  • Mergers and acquisitions
  • Federal and state tax consulting
  • Wealth management and succession planning
  • Representation before taxing authorities

Ms. Goldberg works extensively with public and private corporations on a full range of tax matters, including:

  • Accounting for Income Taxes (FAS 109)
  • Accounting for Uncertain Tax Positions (FIN 48)
  • Net operating loss utilization in capital expansion programs and acquisitions

Section 404 of Sarbanes-Oxley imposes strict control and compliance requirements on public and some private companies. Ms. Goldberg assists non-audit clients with 404 tax requirements, including:

  • Risk assessment
  • Internal control testing and oversight
  • Reporting to external auditors

Corporations and high net individuals with complex international tax matters turn to Ms. Goldberg for assistance with:

  • Reconciliation between U.S. GAAP and international accounting rules
  • Structuring inbound and outbound business operations
  • Foreign tax credits
  • Pre-immigration income and estate tax planning
  • Subpart F and IRC Section 956 planning
  • Cross-border wealth transfers

Ms. Goldberg is experienced in a wide range of industries, including real estate development, hospitality, distribution and cooperatives.

Ms. Goldberg has lectured at the International Tax Conference sponsored by the Florida Bar Association and the Florida Institute of Certified Public Accountants, as well as in other forums. Her work has been published in The AICPA Tax Adviser and Tax Hotline.

Before joining Berenfeld Spritzer in 2007, Ms. Goldberg worked with a Top 7 international accounting firm for 14 years.