Kaufman Rossin

AI isn't just a tool we adopted. It's the catalyst for what we're becoming — and what we can now help our clients become.

Our Chief Innovation Officer Albert Primo, CPA shares what Kaufman Rossin has learned from years of building and deploying AI from the inside out: the firms winning with AI aren't asking how to adopt it. They're asking what it makes possible that wasn't before.

The difference between those two questions changes everything.
Read his perspective on deliberate AI adoption — and what it means for your business here: https://okt.to/Xf3Egl

June is Pride Month, and we're proud to celebrate! At Kaufman Rossin, a people-first culture is at the heart of everything we do — and that means championing a workplace where everyone feels seen, valued, and empowered to thrive.

In observance of Juneteenth, our offices will be closed on Friday, June 19.

Juneteenth commemorates the end of slavery in the United States — a moment in history worth pausing to recognize and honor.

Is turnover quietly draining your fund's resources? The finance industry averages 20.5% annual turnover. Kaufman Rossin Alternative Investment Services has maintained a sub-5% rate for years, an industry-leading 4x below average, sustained by our people-first, partner-owned model.

Our latest infographic breaks down the true cost of turnover, from recruitment and onboarding to operational disruptions and strained client relationships, and why stability isn't a differentiator. It's a necessity.

Explore the key insights and learn how to safeguard your fund's stability: https://okt.to/Un2E64

Congratulations to Robbins, CPA on her promotion to Principal in our Outsourced Accounting Services practice! 🎉

With more than 20 years of experience, Heidi brings Controller and CFO-level financial leadership to a wide range of industries, including banking, construction, healthcare, technology, retail, and law firms. She specializes in helping organizations modernize their finance operations, optimize processes, and leverage automation to drive efficiency and growth.

We're proud to have Heidi's expertise and leadership as part of our growing team. Please join us in celebrating this well-deserved milestone!

Read the full announcement here: https://okt.to/ocPIfW

Your retirement savings could fund your next business — debt-free and without early withdrawal penalties.

It's called a ROBS (Rollover as Business Startups) structure, and for the right investor profile, it can be a powerful way to launch a C-Corp using qualified retirement funds while preserving tax efficiency and staying in control of your capital.

Our latest video breaks down how it works, who it's right for, and the IRS compliance requirements you need to understand before moving a single dollar.

Watch here: https://okt.to/8LlORu

For one real estate investor, a stock portfolio became a powerful tax planning tool. After selling the family business, Fausto and his siblings split their assets between real estate and traditional investments — treating them as two separate worlds.

Working with Michael Cantero at Kaufman Rossin Wealth, Fausto discovered how a more integrated approach could put his existing stock portfolio to work reducing his capital gains tax burden. "Michael explained each strategy in practical terms, which made complex decisions much easier for me."

Read the full story: https://okt.to/rPVH7M

Kaufman Rossin was proud to sponsor Habitat for Humanity's Hard Hats & Heels at the Rusty Pelican Miami on June 4th.

Members of our Kaufman Rossin Wealth team were on the ground celebrating an incredible evening in support of Habitat for Humanity's mission to build homes, communities, and hope.

Congratulations to Tiphanie Rood, CPA, MAcc on her promotion to Managing Director at Kaufman Rossin Alternative Investment Services! 🎉

Tiphanie brings extensive expertise in serving complex commercial and residential real estate development and hospitality investment structures, as well as large multi-entity, multi-tiered onshore and offshore portfolios. Her deep knowledge of real estate operations and alternative investments makes her an invaluable part of our team.

Please join us in celebrating this well-deserved milestone as we welcome her to the firm’s Principal group!

Read the full announcement here: https://okt.to/0Gui8o

Fraud monitoring is changing — and financial institutions need to be ready.

Kaufman Rossin is proud to partner with FIBA for a free webinar: Fraud Monitoring Is Changing. Is Your Institution Ready?

Join Fernandez, AAP, CIPP/US, CRCM and Perez, CGSS, CAMS as they break down:

🔹 What changed under the 2026 NACHA Rules
🔹 The new risk-based monitoring approach and its impact
🔹 What "False Pretenses" means for fraud detection
🔹 Steps your institution should take now to strengthen compliance

📅 July 15, 2026 | 11:00 AM ET | Free

Register here: https://okt.to/4nXNoG