Executive Team Partner
VICKI L. SIMMONS-HINZ, CPA
Berenfeld Spritzer Shechter & Sheer LLP
2525 Ponce de Leon Boulevard, 5th Floor
Coral Gables, FL 33134
305-274-4600 Phone
305-274-4601 Fax
vhinz@berenfeldllp.com
EDUCATION
University of Miami
BBA, Accounting
CREDENTIALS
Certified Public Accountant (CPA)
AFFILIATIONS
American Institute of Certified Public Accountants (AICPA), Member
Florida Institute of Certified Public Accountants (FICPA), Member
Coral Gables Chamber of Commerce, Trustee
Westminster Christian School Foundation, Board Member
Deering Estate Foundation, Board Member
Center for Real Estate Studies, University of Florida, Advisory Board Member
The Women's Alliance,
Past Treasurer
Pace Center for Girls, Past President
SUMMARY OF EXPERIENCE
Entrepreneurial family businesses and closely-held companies form the core client base for Ms. Simmons-Hinz, who brings over 20 years of tax and accounting expertise to business owners.
She serves companies ranging in size from $5 to $100 million with a full range of family business services, including:
- Asset protection tax planning
- Bank loans, financing and creditor relationships
- Business structuring
- Buy-out agreements
- Corporate valuations
- Family financial planning
- Financial statement preparation
- Generational stock transfers
- Gift and estate tax planning
- Governance structures
- Real estate asset management
- Shareholder communications
- Succession and continuity planning
- Tax compliance and consulting
Clients benefit from Ms. Simmons-Hinz's in-depth knowledge of business operations; planning and growth strategies; as well as corporate, estate and individual taxation. She works with U.S. and international companies in a variety of industries, including real estate, hospitality, agriculture, wholesale, retail, professional services and education.
Special attention is given to wealth management and preservation for family members and closely-held stockholders. Ms. Simmons-Hinz works directly with clients to understand their strategic personal and business financial goals, then recommends and implements tax planning and cash management techniques designed to enhance personal net worth.
Family business owners frequently spend so much time on the day-to-day demands of clients, employees and vendors that they are pressed for time to address important personal matters. As a trusted business advisor to many entrepreneurial families, Ms. Simmons-Hinz also attends to the sensitive human needs of family members. From arranging medical aides for aging family members to resolving intra-family conflicts commonly associated with compensation and stock ownership matters, Ms. Simmons- Hinz seeks to facilitate the long-term business success.