Audit

Employee Benefit Plans

Caler, Donten, Levine, Cohen, Porter & Veil, P.A. understands the responsibility and the risk that the fiduciary of an employee benefit plan faces. Our team of dedicated professionals has extensive experience in dealing with ERISA regulations, the complexities of financial reporting, and the auditing requirements of employee benefit plans.

You need professionals who will help you through the process and get it right the first time.

The regulatory and legislative environments surrounding employee benefit plans are changing rapidly due to increased oversight and compliance monitoring by the Department of Labor. CDL has the specialized knowledge and industry experience needed to help plan fiduciaries comply with and stay abreast of regulatory requirements.

A quality audit will not only help protect the assets and the financial integrity of your employee benefit plan, but it will also help you carry out your fiduciary responsibility to file a complete and accurate annual return/report for your plan.

CDL is a Member of the Employee Benefit Plan Audit Quality Center

Established by the American Institute of Certified Public Accountants, the Center was created to promote the quality of benefit plan audits and provide auditors with additional resources to add value to the process. The professionals at CDL regularly attend ERISA-related training sessions to stay abreast of current issues and to help our clients avoid the latest pitfalls.

Effective planning and open communications are keys to a successful audit process.

CDL works closely with you to help reduce the administrative burden of undergoing an audit. Our audit professionals are trained to create important and beneficial communication channels between plan sponsors, trustees, administrators, and other service providers.

Audits are critical, but plan sponsors should expect more than just satisfying a requirement from their service providers. We not only perform the unique audit procedures relative to ERISA, but help plan sponsors understand the regulations and ramifications. CDL gives you greater confidence in meeting your fiduciary obligations as well as providing your employees with increased assurance of their retirement assets.

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Government

Governments are faced with an increasingly complex array of challenges, especially with the growing demand for accountability.

Government agencies at every level are expected to improve their operations while simultaneously lowering costs, and all while dealing with maxed out resources and tight budgets. That's where our expertise proves invaluable to our clients.

CDL is a leader in local governmental audits in Palm Beach County.

The size and great diversity of our governmental clients has resulted in a wide range of experience. Each member of our audit team has met the continuing professional education (CPE) requirements established by the American Institute of CPAs, the Florida Board of Accountancy, and Government Auditing Standards issued by the Comptroller General of the United States.

We are a member of the American Institute of CPA's Governmental Audit Quality Center.

The Center membership provides us with timely information on a variety of technical, legislative, and regulatory subjects that we can, in turn, apply to our governmental audits to ensure compliance with the appropriate standards and changes in regulations.

Due to the large number of audits we perform annually for local governments, the Firm has years of experience performing Federal and State Single Audits in accordance with the Federal Single Audit Act, U.S. Office of Management and Budget (OMB) Circular A-133, and the Florida Single Audit Act.

CDL - Where accounting is more than just numbers.

During the past 30 years, our partners have assisted local governments in preparing their annual financial statements. We are proud to help so many of them attain and maintain their GFOA Certificate of Achievement for Excellence in Financial Reporting.

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Healthcare

Providing quality healthcare is critical to the success of your organization.

Equally important is having an efficient, well-managed operation. In the ever changing and complex environment of the health care industry, CDL offers the professional knowledge and experience to help your organization meet all of its financial and regulatory commitments.

Our services range from Operational Consulting to Financial Management to Strategic Assistance

We serve health care organizations ranging from small healthcare agencies and local community hospitals to county-wide special governmental districts. Depending on the specific needs of your organization, our team of experienced professionals brings valuable insight and practical advice, offering a wide variety of services. Our clients have access to a network of resources that is comparable to the large national firms, while maintaining the personalized service one would expect from a much smaller firm.

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Not-for-Profit

We offer a full range of options applicable to not-for-profit organizations including assurance, accounting, and tax services.

Our goal for all not-for-profit clients is to help you serve your community as efficiently and productively as possible while complying with all federal, state, and other requirements. For decades, we have been assisting not-for-profit organizations by providing the services they need to meet the requirements and expectations of donors, boards of directors, management, leaders and bondholders, government agencies, and other interested parties.

We are not only dedicated to providing assurance, accounting, and tax services, but our partners and staff serve on the board of directors of various community organizations. We also have a Community Service Team designed to encourage our staff's involvement in charitable giving and volunteer opportunities to benefit various local and national organizations.

We serve a wide variety of not-for-profit organizations of all sizes including:

Arts and Cultural Organizations Civic and Community Organizations Educational Organizations Health and Welfare Organizations Life Science and Biotech Organizations

Private Charitable Foundations Religious Organizations Research and Scientific Organizations Social and Country Clubs

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