Lisa Morris Josefak
08.25.2016 | Long Island Business News
Nicole Barthelemy is a manager in Berdon LLP’s audit department with nearly 10 years of professional experience in public accounting. Barthelemy provides an array of accounting, auditing and tax services for clients throughout the real estate and hospitality industries.
She works closely with real estate owners, managers, developers, and investors as well as REITs, that are involved in a broad spectrum of properties – among them residential, commercial, retail, and shopping malls as well as properties under development. In the hospitality arena, she has a particular specialty in guiding clients in the food and beverage sector.
Barthelemy’s areas of expertise include preparing and reviewing GAAP, income tax basis and special purpose financial statements, as well as performing certiorari filings and operating expense escalation audits, and reviewing partnership and corporate tax returns. She also works closely with clients to develop tax projections, including determining the tax implications of various types of debt restructuring and like-kind exchanges, as well as potential sales and purchases of real estate. She also assists in analyzing new construction developments. She has experience working with startups and growing businesses on their tax planning and guides them in setting up and maintaining records.
Keeping new talent in the region remains a priority for many of Long Island businesses, Barthelemy said.
“A paramount concern of the Long Island business community is the ongoing development of transit-oriented residential areas (transit-oriented districts or TODs) to attract and keep Long Island’s younger generation,” she said, adding that this must be combined with Employment-oriented Developments (EODs), which go beyond just transit in order to foster a vibrant urban experience for employees and employers.
“Young people are an essential resource for employers who will fade from the Long Island community if they continue to see the younger generation move away to towns like Hoboken which offer a well-rounded live, work, play community,” Barthelemy noted. The younger generation is looking for places to live that offer them great experiences, easier commuting, and places to go for themselves and their eventual offspring. Long Island is on the right path to becoming a desirable destination for both businesses and their employees; however, ongoing governmental initiatives will be essential in order for Long Island to keep pace with other attractive communities in the area.”
The growth of service-based businesses, such as spas, restaurants, and gyms, are indicators that the Island is attracting more young people and they are choosing to stay, she explained.
Barthelemy earned a bachelor’s degree in accounting from Baruch College. She was licensed as a certified public accountant in New York State in 2010.
She is a member of the Long Island Real Estate Group, American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Berdon LLP is consistently ranked among the nation’s top CPA and advisory firms. With nearly 400 professionals and staff – at offices in Jericho and New York City – clients can access a comprehensive array of accounting, tax, financial, and management advisory services. Through its specialized expertise and dedicated service teams, Berdon advises on almost every aspect of a business at any stage of development – from startup through growth, diversification, and succession. Berdon is a recognized leader in advising the real estate industry and works with numerous businesses in the manufacturing and distribution sector as well as high net worth individuals. If needs cross international borders, Berdon service extends worldwide through membership in TIAG, a global alliance of more than 115 independent accounting firms in over 65 countries.