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Steven Kreinik Application PackageKreinik Steven Last Name First Name Middle Initial 1500 Ocean Dr #508 Miami Beach Home Address City FL 33139 State Zip Code 917-748-7415646-762-3424 HomeWork stevekreinik@yahoo.com Email Address 917-748-7415 Cellular Miami Business Address 1221 Brickell Ave #1450 City FL State 33131 Zip Code CohnReznick LLP Occupation:Business Name: CPA, Tax Partner Please list your preferences in order of ranking [1] first choice [2] second choice, and [3] third choice. Please note that only three (3) choices will be observed by the City Clerk’s Office. (Regular Boards of City) Choice 1: Choice 2: Choice 3: Board of Adjustment BOARD AND COMMITTEE APPLICATION FORM Note:If applying for the At-Large position of the Historic Preservation Board, please answer the below questions: Have you ever resided in one of the City's Historic Districts for at least one year?No No Address in City Historic District submitted. Professional License License Number Issuance Date Expire Date Certified Public Accountant FL AC52652 4/2/2018 12/31/2026 Certified Public Accountant NY 081803-1 6/1/2023 5/31/2026 Note:If you are seeking appointment to a professional seat (e.g. attorney, architect, etc.), you must attach a copy of your currently effective corresponding professional license. Pursuant to City Code section 2-22(4) a, b and c: Members of Agencies, Boards, and Committees shall be affiliated with the city. This requirement shall be fulfilled in the following ways: YesResident of the City for a minimum of six (6) months: Demonstrate an ownership interest in a business established in the City for a minimum of six (6) months:No AFFILIATION WITH THE CITY OF MIAMI BEACH a. ● I am resident of:South Beach Or b. "Ownership Interest" shall mean the ownership of ten percent (10%) or more (including the ownership of 10% or more of the outstanding capital stock) in a business. "Business" shall mean any sole proprietorship, sponsorship, corporation, limited liability company, or other entity or business association. c.Full-time employee of such a business (for a minimum of six months); and I am based in an office or other location of the business that is physically located in Miami Beach (for a minimum of six months):No Notwithstanding the requirements set forth herein, the qualified full-time employee of a business must be approved by a 4/7th vote of the Mayor and City Commission. NOTE: Members of Agencies, Boards, and Committees shall be required to demonstrate compliance with the City affiliation requirements of section 2-22 (4) a ,b or c of the Miami Beach City Code by executing an affidavit, stipulating that they have met one or more of said affiliation requirements. The original affidavit shall be filled with the Office of the City Clerk prior to being sworn in as a member. Or No● Have you ever been convicted of a felony:If yes, please explain in detail: ● Do you currently have a violation(s) of City of Miami Beach codes:No If yes, please explain in detail: ● Do you currently owe the City of Miami Beach any money:No If yes, please explain in detail: ● Are you currently serving on any City Boards or Committees:Yes If yes, which board? Board of Adjustment (term ending 12/31/24) ● Are you presently a registered lobbyist with the City of Miami Beach?No ● I am applying for an appointment because I have special abilities, knowledge and experience. Please list below: In addition to serving on the Board of Adjustment this past year I have been a certified public accountant working on tax and accounting matters since 1999. My clients have included real estate entities holding commercial, residential and industrial properties as well as some of their respective owners, and many homeowners NOTE: IF APPOINTED, YOU WILL BE REQUIRED TO FOLLOW CERTAIN LAWS THAT APPLY TO CITY BOARD/COMMITTEE MEMBERS. THESE LAWS INCLUDE, BUT ARE NOT LIMITED TO: o Prohibition from directly or indirectly lobbying city personnel (Miami Beach City Code section 2-459). o Prohibition from contracting with the city (Miami-Dade County Code section 2-11.1). o Prohibition from lobbying before board/committee you have served on for period of one year after leaving office (Miami Beach Code section 2-26) o Requirement to disclose certain financial interests and gifts (Miami-Dade County Code section 2-11.1). o Sunshine Law - Florida's Government-in-the-Sunshine Law was enacted in 1967. Today, the Sunshine Law regarding open government can be found in Chapter 286 of the Florida Statutes. These statutes establish a basic right of access to most meetings of Boards, Commissions, and other governing bodies of state and local governmental agencies or authorities. o Voting conflict - Form 8B is for use by any person serving at the county, city, or other local level of government on an appointed or elected Board, Council, Commission, Authority, or Committee. It applies equality to members of advisory and non-advisory bodies who are presented with a voting conflict of interest under Section 112.3143. Florida Statutes. o Commencing with terms beginning on or after January 1, 2024, and as a condition of applying for appointment to a City agency, board, or committee, each applicant must voluntarily agree that in the event the applicant files with the City Clerk a Statement of Candidate formally announcing candidacy for City elective office, such filing with the City Clerk shall be deemed a tender of resignation from the City agency, board or committee, and the member's automatic resignation shall thereby immediately create a vacancy in the agency, board, or committee. o If an appointee is engaged to provide services, for compensation, to either (1) a candidate for City elected office, or (2) a political committee or electioneering communications organization expending funds for or against candidates for City elected office, such engagement shall be deemed a tender of resignation from such City agency, board, or committee. (Miami Beach City Code Section 2-22) ● In what organization(s) in the City of Miami Beach do you currently hold membership in? Name Position Miami Beach Chamber of Commerce Executive Board of Governors/Treasurer SOBE Safe Board of DIrectors ● List the address of all properties owned or in which you have an interest within the City of Miami Beach: No Owned Property Information submitted. If so, which department and title?No● Are you now employed by the City of Miami Beach: ● Pursuant to City Code Section 2-25 (b) and 2-448: Do you have a parent, spouse, child, brother, or sister who is employed by the City of Miami Beach?No If "Yes", identify person(s) and department(s): No relative's information submitted. BOARD & COMMITTEE FINANCIAL ACKNOWLEDGEMENT STATEMENT Acknowledgement of fines/suspension for Board/Committee Members for failure to comply with Miami-Dade County Financial Disclosure Code Section 2-11.1(i)(2) I understand that no later than July 1, of each year all members of Boards and Committees of the City of Miami Beach, including those of a purely advisory nature, are required to comply with Miami-Dade County Financial Disclosure Requirements. One of the following forms must be filled with the City Clerk of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida, no later than 12:00 noon of July 1, of each year: 1. A "Source of Income Statement;" or 2. A Copy of your latest Federal Income Tax Return. Members of the Planning Board and the Board of Adjustment must electronically file a “Statement of Financial Interests (Form 1)¹” directly with the Florida Commission on Ethics. Failure to file one of these forms, pursuant to the Miami-Dade County Code, may subject the person to a fine of no more than $500, 60 days in jail, or both. Acknowledgment to Comply with Miami Beach Code of Ordinances Sec. 2-22 (23) I understand that commencing with terms beginning on or after January 1, 2024, and as a condition of applying for appointment to a City agency, board, or committee, I voluntarily agree that in the event I file with the City Clerk a Statement of Candidate formally announcing candidacy for City elective office, such filing with the City Clerk shall be deemed a tender of resignation from the City agency, board, or committee. Acknowledgment to Comply with Miami Beach Code of Ordinances Sec. 2-22 (24) I understand that if I am engaged to provide services, for compensation, to either (1) a candidate for City elected office, or (2) a political committee or electioneering communications organization expending funds for or against candidates for City elected office, such engagement shall be deemed a tender of resignation from the City agency, board, or committee. _____________________________ ¹ Members of the Planning Board and Board of Adjustment will be notified directly by the State of Florida, pursuant to F.S. §112.3145(1)(a), to file a Statement of Financial Interests (Form 1) with the Miami-Dade County Supervisor of Elections by 12:00 noon, July 1. Planning Board and Board of Adjustment members who file their Form 1 with the County Supervisor of Elections automatically satisfy the County’s financial disclosure requirement as a Miami Beach City Board/Committee member and need not file an additional form with the Office of the City Clerk. However, compliance with the County disclosure requirement does not satisfy the State requirement. DIVERSITY STATISTICS REPORT The following information is voluntary and has no bearing on your consideration for appointment. It is being asked to comply with City diversity reporting requirements. WhiteRace/Ethnic Categories What is your race? No details providedOther Description: Gender:Male Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino. No Physically Challenged:No UNDER PENALTIES OF PERJURY, I DECLARE THAT I HAVE READ THE FOREGOING APPLICATION AND THAT THE FACTS STATED IN IT ARE TRUE. ADDITIONALLY, I AGREE AND ACKNOWLEDGE THAT ANY FALSE STATEMENTS OR FALSE INFORMATION SUBMITTED AS PART OF THIS APPLICATION SHALL BE A BASIS FOR MY REMOVAL FROM A CITY BOARD OR COMMITTEE. I HAVE RECEIVED, READ AND WILL ABIDE BY CHAPTER 2, ARTICLE VII, OF THE MIAMI BEACH CITY CODE, ENTITLED “STANDARDS OF CONDUCT FOR CITY OFFICERS, EMPLOYEES AND AGENCY MEMBERS” AND ALL OTHER APPLICABLE CITY, COUNTY, AND/OR STATE LAWS AND STATUTES ACCORDINGLY. I Steven Kreinik agreed to the following terms on 12/30/2024 6:31:29 PM Received in the City Clerk's Office by: Name of Deputy Clerk Control No. Date Board and Committee Application Checklist: Please ensure you have provided all information before applying or reapplying to any Board and Committee. YES YES YES YES I have answered all questions fully. I have uploaded a current resume, photograph, and a copy of any applicable professional license. I have completed and attached the Board & Committee Financial Acknowledgment Statement. I have completed and attached the Diversity Statistics Report. If you have any questions, please contact the Office of the City Clerk via email: BC@miamibeachfl.gov or telephone: 305.673.7411 Note: Florida Statutes 119.071: The role of the Office of the City Clerk is to receive and maintain forms filed as public records. If your home address, telephone numbers, and/or photograph are exempt from disclosure and you do not wish your home address, telephone numbers, and/or photograph to be made public, please: 1) Use your office or other address for your mailing address; 2) Use your office or other telephone number for your contact number; and 3) Do not attach a photograph. YES I voluntarily agree to the resignation from the City agency, board, or committee, if I file a Statement of Candidate for a City Elective Office (1). (1) I understand that commencing with terms beginning on or after January 1, 2024, and as a condition of applying for appointment to a City agency, board, or committee, I must voluntarily agree that in the event I file with the City Clerk a Statement of Candidate formally announcing candidacy for City elective office, such filing with the City Clerk shall be deemed a tender of resignation from the City agency, board, or committee. YES I understand that (2). (2) If am engaged to provide services, for compensation, to either (1) a candidate for City elected office, or (2) a political committee or electioneering communications organization expending funds for or against candidates for City elected office, such engagement shall be deemed a tender of resignation from the City agency, board, or committee. Steven Kreinik, CPA 1500 Ocean Dr #508, Miami Beach, FL 33139 917-748-7415 stevekreinik@yahoo.com Over 25 years of experience providing tax, wealth and financial advice to individuals and closely held businesses. Lead a group of 30 professionals focused on tax, charitable and estate planning and the related tax compliance for high net-worth individuals and multigenerational families. EMPLOYMENT CohnReznick LLP Miami & New York November 2020 - Present August 1999 – June 2017, Merged J.H. Cohn LLP (October 2012) May 2007 – October 2012 Merged Berenson LLP (May 2007) August 1999 – May 2007 Tax Partner January 2007 – June 2017 • Leadership: Lead group of over thirty people with annual billings of over thirteen million dollars. Group included three partners, ten managers/directors and twenty staff. Mentored managers and staff, ensured consistent policies and procedures were applied, responsible for final staffing and hiring decisions, promoting team building and excellent morale for the group. Oversee group education including leading presentations on various tax topics. • Client Relationships: Responsible for overseeing one hundred unrelated clients. Supervised staff and managers, reviewed and signed all tax returns and had primary responsibility for billing and collections for all clients. Clients included; handling various tax matters for all members of a twenty-billion-dollar hedge fund, oversaw all tax work for a four generation family (over forty members of family) who controlled public media company, well-known television personality with extensive business and charitable activities, CEO’s, owners of closely held businesses, family with over one hundred commercial real estate holdings and several internationally known artists whose works often sell for several million dollars each. • Assisted the firm in opening our first Florida office in Miami commencing in December of 2021 and current continued expansion throughout South Florida. • Tax, Estate & Charitable Planning: Provided clients or collaborate with the clients’ advisors to create or enhance clients’ planning for them to achieve their tax and overall financial and charitable goals. Worked with clients to make sure that the plans are implemented correctly and efficiently and then followed in future years. • Further Tax Expertise: Experienced with tax controversy matters including state residency issues, use tax issues, payroll taxes, like-kind exchanges for various asset types and non-cash charitable contributions. Have worked closely with clients on sales of businesses, real estate, and intangible assets. Expertise with Section 1202, 170(m), 453(k) and state income tax laws. Thorough understanding of deferred compensation issues as well as knowledgeable on foreign tax matters including controlled foreign corps and passive foreign investment companies. • Tax Compliance: Reviewed and signed over 800 returns annually; including individual, partnership, S Corporation, Corporation, gift, various types of trust returns including charitable remainder and lead trusts, private foundations and many other related forms. EisnerAmper LLP Miami, FL Tax Partner • Responsible for reviewing and signing returns for over fifty clients consisting of individual, partnership, S Corporation, Corporation, gift, various types of trust returns, private foundations and many other related forms. Mentored managers and staff and made numerous presentations on tax law changes in 2018 including opportunity zone tax regulations. EDUCATION Oct 2017 - Nov 2020 Baruch College, Zicklin School of Business Masters of Science, Taxation May 2005 Baruch College, Zicklin School of Business May 2001 Masters Business Administration, Business Management (Entrepreneurship) Binghamton University, School of Management Bachelor of Science Accounting May 1997 CERTIFICATIONS, ASSOCIATIONS & BOARDS Certified Public Accountant, Florida & New York Board of Directors, Binghamton University Alumni Association 2015 - 2021 Board of Directors, Greater Miami Estate Planning Council 2018 - Present Executive Board of Governors & Treasurer of Miami Beach Chamber of Commerce 2019 - Present Board of Directors, SOBESafe 2022 - Present Member American Institute of Certified Public Accountants Member Florida Institute of Certified Public Accountants Me l a n i e S . G r i f f i n , S e c r e t a r y Ro n D e S a n t i s , G o v e r n o r ST A T E O F F L O R I D A DE P A R T M E N T O F B U S I N E S S A N D P R O F E S S I O N A L R E G U L A T I O N BO A R D O F A C C O U N T A N C Y TH E C E R T I F I E D P U B L I C A C C O U N T A N T H E R E I N I S L I C E N S E D U N D E R T H E PR O V I S I O N S O F C H A P T E R 4 7 3 , F L O R I D A S T A T U T E S KR E I N I K , S T E V E N B R A D Do n o t a l t e r t h i s d o c u m e n t i n a n y f o r m . 15 0 0 O C E A N D R I V E LI C E N S E N U M B E R : A C 5 2 6 5 2 EX P I R A T I O N D A T E : D E C E M B E R 3 1 , 2 0 2 6 Th i s i s y o u r l i c e n s e . I t i s u n l a w f u l f o r a n y o n e o t h e r t h a n t h e l i c e n s e e t o u s e t h i s d o c u m e n t . #5 0 8 MI A M I B E A C H F L 3 3 1 3 9 Al w a y s v e r i f y l i c e n s e s o n l i n e a t M y F l o r i d a L i c e n s e . c o m IS S U E D : 1 2 / 3 0 / 2 0 2 4