Most people view succession planning as something to be addressed when they are close to retirement. However, the best time to begin planning for your exit is ideally the day the business begins.
Sarasota’s premier CPA firm providing a variety of tax, audit and accounting services to businesses and individuals.
Kerkering Barberio has a team of Audit and Accounting, Tax and Enterprise Risk Management specialists who are experienced in the Nonprofit environment and can assist the leaders of these organizations to meet their goals and objectives.
The international tax advisors of Kerkering Barberio offer unparalleled experience in the highly complex and increasingly regulated area of international taxation of non-resident aliens and non-citizens.
Featured Team Members
Ms Williams joined Kerkering, Barberio & Co. in 2010 and became a shareholder in 2016. Her areas of practice include Individual and Business Tax Consulting and Estate and Trust Planning. Prior to KB, she worked for a national accounting firm specializing in family wealth planning for their personal, business succession and estate planning.
Ms Trumpler’s primary focus is in Individual and Business Tax Consulting with an emphasis on high net-worth individuals and International Tax. In addition, she assists U.S. citizens and tax residents with offshore tax compliance issues related to Foreign Bank Account Reports (FBAR) and the Foreign Account Tax Compliance Act (FATCA).
Mr. Leidel’s focus is in Individual and Business Tax Consulting. He specializes in working with business owners and high net-worth individuals to develop tax and financial strategies. His practice areas include corporate, partnership, individual and trust tax preparation as well as overall business and financial planning.
Located on the beautiful southwest coast of Florida, we enjoy the honor of residing in one of Money Magazine's "Best Small Cities to Live." At the same time, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff.
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