Member Profile - Agnes Gregory

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• Agnes Gregory

• Tax Partner, Berman Hopkins

• LinkedIn Profile

• ACG Member Since: 2024

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Tell us about your role/firm.

I joined Berman Hopkins in 2021 as a Tax Partner, bringing with me over 20 years of public accounting experience. Throughout my career, I’ve had the privilege of serving clients across a range of industries, including manufacturing, healthcare, and construction. My focus areas include trust and estate planning, tax planning, and advising on business sales and acquisitions. I also support clients with due diligence, compliance, and litigation matters—allowing me to serve as a trusted advisor and resource through every stage of the business lifecycle.

What are you currently focused on?

I’m currently focused on providing services that go beyond traditional audit, accounting, and tax work. I help business owners navigate complex estate planning and trust strategies by developing comprehensive plans that streamline the process, minimize tax liabilities, and ensure assets are distributed according to their wishes. I also advise clients during business transitions, including mergers and acquisitions, helping protect their assets and achieve long-term goals.

What have you gained from your ACG membership experience?

Through ACG Orlando, I’ve built strong relationships with top-tier professionals across industries and gained access to a collaborative network of experts in middle-market growth. The organization has provided valuable insight into regional M&A activity and a forum for sharing ideas and expertise. I truly value the professional, non-solicitous environment and the opportunity to engage with peers who are equally committed to innovation, strategic growth, and supporting clients through complex transactions and transitions.

Best piece of career advice you've ever received?

Demonstrate the qualities and initiative of the role you are striving for—not just the one you currently hold. This approach fosters growth, showcases leadership potential, and positions you to confidently step into new opportunities before they are officially offered.