Jonathan is a Managing Director and co-founder of BEC Partners. He has over 15 years of diversified financial and business experience with expertise in the analysis and management of the finances and operations of companies of varied sizes and industries.
Prior to BEC Partners, Jonathan was a Managing Director of FortisTCS, a national advisory firm. Working in the Tax Services and Solutions practice division, he specialized in working with a diverse array of small to mid-size companies to help them obtain federal and state research and development tax credits and export tax benefits.
Jonathan's other experiences includes serving as a Bank Examiner for the Miami Branch of the Federal Reserve Bank of Atlanta division of Supervision and Regulation. At the Federal Reserve, Jonathan performed audit and compliance work overseeing commercial banks and bank holding companies, and he consulted management in methods to improve operations and adhere to laws and regulations. Jonathan also worked as a Financial Analyst for a prestigious South Florida banking institution; he managed and operated the internal Syndicated Lending Portfolio department of the bank where he participated in loans to numerous Fortune 1000 companies and reviewed venture capital investments and commercial loans. Jonathan was also the CFO and Controller of the largest domestic distributor of wristwatches, sunglasses and collectables to the U.S. discount retail industry.
Kimberly is a Managing Director and co-founder of BEC Partners. Kimberly has helped BEC Partners turn into a fast growing company by applying the wealth of knowledge and experience she has gained in both education and work.
Starting in 1989, Kimberly entered the University of Richmond, Virginia where she graduated with a joint degree in English and Journalism. After college she worked for various publications until she decided to return to school and pursue other interests.
In 1995 Kimberly attended the University of Houston where she graduated in four years with both a JD and MBA, and then obtained her CPA license. Kimberly worked for well-known financial firms in the Houston area where she spent over ten years practicing tax law with a refined focus on specialized areas of the Internal Revenue Code.
During her more than ten years of practice, most recently of which took place with FortisTCS, Kimberly focused on assisting U.S. based companies engaged in exporting, R&D and manufacturing obtain significant tax benefits. She also has a full understanding of and experience in dealing with the IRS and its positions, rules, and requirements related to many items including creating insurance companies and establishing offshore corporations.
In helping individuals, Kimberly has worked to utilize specially designed tax mechanisms created to assist in the transfer of wealth between generations while minimizing the taxable effect to the family. She assists with incorporations, family limited partnerships, and trusts to protect assets and wealth accumulated within the family as well as the maximization of profits.
Brian is a consultant to BEC Partners in the area of Business Development. He began his career at Salomon Smith Barney in 1990 in the Private Client Services group where he focused on alternative investments and derivatives trading for Caribbean and Latin American financial institutions. In 2000, Brian founded and organized Redi Investments, LLC a FINRA and NFA member firm that was the predecessor to BDS Advisors, LLC, where from 2003-2010 he was founder and managing member. BDS Advisors, LLC was a commodity trading advisor specializing in financial and commodity futures and options benefiting from an enhanced tax strategy.
Brian graduated magna cum laude from Florida International University with a B.S. in Finance.
BEC Partners was started with one thing in mind: enhancing our clients’ business by providing them with value-added services that are often overlooked and pay for themselves by a wide margin. In doing so, we focus on U.S. Federal and State government- sponsored tax credits, benefits and incentives, with a strong emphasis on export related government programs.
Our mission is to add value to small and medium size businesses and their shareholders by getting them the same tax credits and benefits taken advantage of by large companies.
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