Category Archives: Community Involvement

CDL Employees Assist During Government Shutdown

Bill Caler and employees of CDL hosted a food pantry outreach to more than 100 government employees who work in the same building and were impacted by the recent government shutdown. The outreach occurred on four days throughout the month of January. The building’s main conference room was used as a make-shirt mini-market for the government employees.

CDL and the Federal Bureau of Investigation (FBI), the Secret Service, the Alcohol, Tobacco and Firearms (ATF) and the US Immigration and Customs Enforcement all occupy the same building space.

To help offset the costs associated with the government shutdown, Bill and CDL employees donated and created the market-style outreach with additional support from a local Publix and Morgan Stanley BeachPointe Group. Employees from the four different agencies were invited to the main conference room to select complimentary food items and paper products that would assist them during the shutdown.

“The men and women from these agencies are our building neighbors and friends,” said Bill Caler, who is a former U.S. veteran. “We felt it was important to let them know we are here to help.”

L. to R. – Keith Pence, Andrea Rossi, Priscilla Lowe, Cherry Meola, Bill Caler, Madeline Cevasco, Beverly Thomas, Sara Appel, Pedro Dominguez, Scott Kopf.

Team CDL Kicks Off the Season and Supports Six Charities Throughout the Month of November

During the month of November, CDL employees volunteered and financially supported six charities throughout Palm Beach and Martin Counties. The six charities were Crohn’s and Colitis Foundation, Leukemia and Lymphoma, the American Heart Association, The Big Heart Brigade, Meals on Wheels and Tykes and Teens. Beginning on November 3 and running through November 28, CDL employees, families and friends were in the community making the holidays bright for those in need in the community.

l. to r. WPTV’s Glenn Glazer announces CDL donation presented by Irene and Joel Levine, Nancy Margagliano and Michelle Price


Crohn’s and Colitis Foundation – Take Steps Walk West Palm Beach – November 3

CDL was once again the Premier Presenting Sponsor for the Crohn’s and Colitis Foundation Take Steps Walk West Palm Beach at CityPlace. The event took place Saturday, November 3 and more than $96,000 was raised by Team CDL for the Foundation. Since 2010, Team CDL has raised more than $520,000.

This year’s event was extra special because Rebecca Levine, daughter of shareholder Joel Levine, was named the 2018 Honored Hero. Team CDL was excited to once again be part of the 2018 Take Steps Walk and support families and friends throughout Palm Beach County.

L. to r. – Joel, Irene and Rebecca Levine share a moment on stage.

L. to r. Blessie Reis, Tricia Allahar, Tiffany Rinda

L. to r. – Priscilla Lowe, Sharon Smith, Rob and Nancy Margagliano, Madeline Cevasco


Leukemia and Lymphoma – Light the Night Walk – November 9

On Friday, November 9, Team CDL was on hand to show support for the Leukemia and Lymphoma’s Annual Light the Night Walk. Fifteen team members walked during the evening hours with illuminated lanterns at the Ballpark of the Palm Beaches in West Palm Beach.

Team CDL came in fifth place as the Top Corporate Team. In addition, CDL’s Keith Pence was the number five Top Fundraiser among 335 who participated. In total, more than $900,000 was raised to find cures and ensure access to treatments for blood cancer patients.

L. to r. top row – Renaud Lindor, Keith Pence, Tiffany Rinda, David, Mia and David Thorson, Joanne Lepore
L. to r. bottom row – Matthew and Dayneris Hurtado, Hailey and Ethan Rinda, Aaron and Nora Hershman, Yinett Florentino and Danielle Lefebvre


The American Heart Association – The Heart Walk/Top Dog – November 17

On Saturday, November 17, CDL was a major sponsor of the American Heart Association’s Heart Walk. As part of the sponsorship, Team CDL members manned the Top Dog Photo Booth. 25 pets were photographed and entered into a contest to win the title of “Top Dog”. In addition, pets were treated to bowls of fresh water, dog treats and CDL dog bandanas.

During the event, more than $800,000 was raised as more than 6,000 walkers and runners participated. On November 26, the American Heart Association announced that CDL’s Monique Morris’ dog Sofie was the Top Dog Contest winner!

L. to r. – Michelle Price, Shannon Foster and Stacey Horowitz

Diana Walter with her dog Rokko

Top Dog Winner Sofie Morris


The Big Heart Brigade – Thanksgiving Meal Preparation and Packaging – November 17 and 18

On Saturday, November 17 and Sunday, November 18, Team CDL, family members and friends turned out for the Big Heart Brigade at a fire station in Palm Beach Gardens. The annual event brought out thousands of volunteers who prepared and packaged meals for the less fortunate in the community, including wounded U.S. military and first responders.

Twenty-six CDL representatives were on hand with other businesses, charities and individual volunteers. Because of Team CDL and others’ efforts, more than 50,000 people in Palm Beach County received a homemade meal for Thanksgiving.

L. to r. – Rick Reed and Frank Dominguez

L. to r. – Rick Reed, Tiffany Rinda, Dillon and Michele Schneider, Renaud Lindor, Beverly Thomas and Jim Mullen

Big Heart Brigade volunteers at work.


Meals on Wheels – Pie It Forward Campaign – November 20

Team CDL set a goal to sell 100 pies for Meals on Wheels’ 2018 Pie It Forward campaign and did it! The generosity of CDL employees, clients, family and friends was extraordinary and 100 homebound seniors in Palm Beach County received one week’s worth of delivered meals.Team CDL came in fifth place among 54 other corporate teams.

On Nov. 20, 100 pumpkin, apple and pecan pies arrived at the Firm – courtesy of CDL’s Audit Manager and Meals on Wheels’ Board Member Chris Micolucci and CDL’s Tax Processor Kathleen Gallagher. In total, more than $112,00 was raised during the one month pie-selling campaign which began in October and provided meals to approximately 4500 seniors in Palm Beach County.

Chris Micolucci

Danielle Lefebvre

L. to r. – Patrick Mangan, Peaches Tyrell, Andrea Rossi, Sara Appel


Tykes and Teens – 11th Annual Festival of Trees and Lights – November 28

CDL sponsored for the first time Tykes and Teens’ 11th Annual Festival of Trees and Lights in Stuart. Tykes & Teens is a 22-year-old non-profit organization serving infants through teens who are in need of mental health services due to illness or trauma.

During the one week event beginning November 25, guests enjoyed a spectacular display of holiday trees, wreathes and centerpieces decorated by local businesses. CDL’s sponsorship of the Champagne Tea included a children’s fashion show, raffle and silent auction. More than 3,000 people visited the Festival and more than $135,000 was raised during the event.

Anna Knox

L. to r. standing – Anna Knox, Tom Pence, Cory Rubal, Cherry Meola
L. to r. seated – Rachel Commerford, Monique Morris, Michele Schneider, Nancy Margagliano

Cherry Meola

Rebecca Levine Named 2018 Honored Hero

Rebecca Levine

CDL will be the Premier Presenting Sponsor of this year’s Take Steps West Palm Beach Walk (the Walk). It is the tenth anniversary of the Walk and the goals are to raise money for Crohn’s & Colitis Foundation research and bring awareness to the community.

Rebecca Levine, daughter of Joel Levine, will be this year’s 2018 Honored Hero. Rebecca was diagnosed with inflammatory bowel disease (IBD) in 2005. Born and raised in West Palm Beach, and currently living in New York and working as the Event Director for the Altamarea Group, Rebecca wants to inspire others – especially children, teens and young adults – on how to manage IBD.

“My family and my father’s CPA firm employees and clients have been tremendous supporters of the Foundation and the West Palm Beach walk,” said Rebecca. “As this year’s 2018 Honored Hero, I want to do whatever I can to raise awareness and research dollars to help eradicate this disease forever.”

Last year, CDL was the number one fundraising team in the United States, raising more than $81,000 for the 2017 Walk and beating out teams from Los Angeles, Liberty State Park, NJ Fairfield Westchester, CT and New York City.

This will be the Firm’s eighth year participating in the Walk. Since 2010, CDL has raised close to $500,000 for the Foundation.

The Take Steps Walk will take place on Saturday, Nov. 3 at CityPlace, with festivities beginning at 10:00am.

If you’d like to support Rebecca, Joel and Team CDL for this year’s Take Steps Walk, please visit CDL’s Team Page at to make your donation.

After Tax Season, CDL Employees Get Ready to Volunteer

With the 2017 tax season quickly coming to a close, CDL employees are gearing up to volunteer throughout South Florida. The volunteer events will take place in May and June, with additional fundraisers and service projects being scheduled through the end of the year.

For 31 years, CDL has been committed to serving the local community and making civic leadership an integral part of the Firm. CDL employees sit on non-profit boards and advisory committees, volunteer in the community and make contributions to charities throughout Palm Beach and Martin Counties. As “Team CDL” employees get ready to volunteer, we invite you to come out and support us.


The American Heart Association (AHA) / The American Stroke Association (ASA)

Thursday, May 17 (5:30pm – 8:30pm)

The CycleBar – 4550 Donald Ross Road, #100, Palm Beach Gardens

Team CDL will race to the finish line with eight employees cycling on stationary bikes for top prizes. Local businesses and their teams will compete to win in the categories of “Top Fundraiser,” “Highest Collective Team Mileage” and “Team Spirit” with an awards presentation starting around 7:30pm. CycleNation is the AHA and the ASA’s local and national movement to encourage biking as a way to get heart and brain healthy. Funds raised will help to continue vital community programs in Palm Beach County, while spreading awareness about the number one (heart disease) and number five (stroke) causes of death in America.


U.S. Department of Veterans Affairs

Saturday, May 19 (9:00am – 1:00pm)

CPA Day of Service/Armed Forces Day
The Veterans Affairs Medical Center – 7305 North Military Trail, West Palm Beach

Team CDL will trade in their shirts, ties and dresses for more comfortable-style clothing as they take on landscaping and beautifying projects around the West Palm Beach VA Medical Center. CPA Day of Service, initiated by the Florida Institute of CPAs, falls on nationally celebrated Armed Forces Day. To support and honor our local veterans, CDL employees, family, friends, as well as other CPAs around Palm Beach County, will landscape the grounds and gardens of the VA Medical Center. Funds normally earmarked for landscaping will go toward supporting other VA programs in West Palm Beach, and help to enrich the lives of military men and women who have served our country.


Habitat for Humanity Palm Beach County

Saturday, June 16 (12:00pm – 3:00pm)

Women Build 2018
801 5th Street, West Palm Beach

Ten women from Team CDL will paint the interior of a house that will be constructed for a local family, as part of Habitat for Humanity’s Women Build 2018. Forty teams, comprised mainly of women, will begin construction on two homes in mid-April, with Team CDL painting the interior of one of the homes on June 16. Habitat for Humanity has been building affordable homes in Palm Beach County for 30 years. The families invest a minimum of 400 sweat equity hours to build their home. Once completed, the families will be able to purchase the home at a 30-year, no-profit, no-interest loan. The Dedication Ceremony is scheduled in July.

Adam Friedwald joins Board of the Center for Family Services

Adam Friedwald

Adam Friedwald has joined the board of directors of the Center for Family Services of Palm Beach County, Inc. He is an Audit Senior Manager at CDL and will support the Center in its mission to protect and strengthen children and families.

Since 1961, the Center has been providing families with affordable mental health services and education, and is recognized by the Florida Department of Health as the only sexual abuse treatment provider in Palm Beach County. Adam joins seven other board members in directing and guiding the Center as it operates eight programs throughout Palm Beach County and serves more than 5,000 people annually.

“The board is a passionate, committed group, and we are grateful to have Adam serve alongside of us,” said Karen Hilo, CEO of the Center for Family Services of Palm Beach County, Inc. “The Center relies on our board’s experience, skills, and wisdom to lead, and with the addition of Adam, we just got stronger.”

Adam has been with CDL since July 2004. He performs audits in the industries of manufacturing and distribution, employee benefit plans, hospitality, real estate and non-profit organizations.

Adam is a graduate of Ithaca College with a Bachelor of Science degree in Finance. He has CPA certifications in the states of Florida and New York. Adam is a member of the American Institute of the Certified Public Accountants, the Florida Institute of Certified Public Accountants and the Florida Governmental Finance Officers Association.

CDL Named Number One Fundraiser in United States

Team CDL

Crohn’s & Colitis Foundation in New York announced that CDL is the number one fundraising team in the United States for their annual charity walk. Team CDL raised $81,293 for Crohn’s & Colitis South Florida Chapter’s Take Steps West Palm Beach. The walk was held in November of last year at CityPlace in West Palm Beach.

As the number one fundraising team in the country, Team CDL beat out teams from Los Angeles ($56,152), Liberty State Park, NJ ($54,610), Fairfield Westchester, CT ($53,673) and New York City ($44,259).

In addition, the designation as “number one Take Steps team in the United States” adds to CDL’s previous achievements, where they were also named number one in years 2015 and 2016.

Since 2010, when CDL became involved with Crohn’s & Colitis, Team CDL has raised more than $425,000 for Take Steps West Palm Beach.

CDL shareholder Joel Levine’s daughter Rebecca was diagnosed with ulcerative colitis when she was in high school. With the support of family, friends, clients, and firm employees, led by Nancy Margagliano and Michelle Price, Team CDL grew to be a powerhouse fundraising team in the United States.

The 2018 Take Steps West Palm Beach walk will take place on Saturday, November 3, beginning at 10:00 a.m. at CityPlace.

CDL and Civic Leadership

For more than 30 years, CDL and its employees have exemplified civic leadership throughout the community. During the month of June 2018, their leadership was on display as more than 50 CDL employees volunteered at three community service events in Palm Beach County.

Hope Build (to benefit Place of Hope)

On June 1, CDL employees arrived at Place of Hope’s foster care facility in Boca Raton, which is currently under construction. The 16 acre campus will become home to approximately 100 young adults who have aged out of foster care. CDL volunteers spent the morning laying sod and raking beds of rocks and debris to prepare the Place of Hope’s fifth foster campus in South Florida.

Women Build (to benefit Habitat for Humanity of Palm Beach County)

On June 16, CDL female employees painted the interior of a newly constructed home as part of Habitat for Humanity’s building mission. The CDL team spent the afternoon painting the interior walls, closets and trim of a home in West Palm Beach. The recipient of the home is Brandy Jordan, a single mother, who currently works two jobs and volunteers at her daughter’s (Destiny) school. A dedication ceremony will take place in August.

CPA Day of Service (to benefit the VA Medical Center)

On June 23, CDL employees, family and friends came out to landscape around the VA Medical Center’s hospice and geriatric facility in West Palm Beach. The team was scheduled to landscape on May 19 (National Armed Forces Day and CPA Day of Service), but was forced to reschedule due to tropical storms. Committed to the project, employees laid sod and planted shrubs outside the facility and entryway to honor veterans and their families who frequent the Center.


Rick Hoagland Joins Board of Directors of Center for At-Risk Children

Rick Hoagland

CDL’s Rick Hoagland joined the Board of Directors of the Edna W. Runner Tutorial Center in Jupiter.

Rick is the Director of Business Valuation and Ligation Support at CDL. He has been with the Firm since June 2013. Rick provides expert witness analysis and testimony in family law, commercial litigation, personal injury/wrongful death, civil and criminal fraud, and estate and gift issues.

Rick joins 11 other board members in directing and guiding the Center as it provides a safe and nurturing environment for at-risk children, grades K-8, for after school care and school break sessions – winter, spring and summer. The Center opened in 1993 in Jupiter and has served more than 3,000 students and families in north Palm Beach County.

“We are honored to have a professional of Rick’s caliber and financial expertise join our board,” said Cary Stamp, CFP® and former board president of the Edna W. Runner Tutorial Center. “Rick will make an excellent addition to our team and he brings an in-depth knowledge of the financial aspects of running a business and a non-profit enterprise.”

Rick is a graduate of the University of North Florida. He has his CPA certification in Florida, is a Certified Fraud Examiner and is accredited in Business Valuation. Rick is a member of the American Institute of the Certified Public Accountants, the Florida Institute of Certified Public Accountants, the Association of Certified Fraud Examiners, the National Association of Certified Valuators and Analysts, Family Law Section of the Florida Bar, the Palm Beach Estate Planning Council and most recently, an allied member of the Martin County Bar Association.

CDL’s Rick Hoagland, Wife and Family Make Lifesaving Donation Over the Holiday Season

Donna’s kidney transfer took place at UF Health Shands Hospital in Gainesville the morning of Dec. 19.

On December 19, 2017, while most families were doing last minute holiday decorating, shopping and prepping, CDL’s Rick Hoagland, his wife and family prepared for a lifesaving journey: Hoagland’s wife Donna, a teacher, traveled to Gainesville to donate her kidney to the mother of one of her students.

Because of the extraordinary circumstances, CBS News’ Steve Hartman flew to Palm Beach County on December 12 to do a story on Donna and the kidney transfer. The story aired on CBS Evening News on Friday, January 5 and on CBS News Sunday Morning on January 7.

Rick is CDL’s Business Valuation and Litigation Support Director and has been with the Firm since 2013. With his three adult children Megan, 21 and twins Spencer and Amy, 18, Rick added another title to his roles as husband, father and full-time CDL employee – he added the title of caregiver.

Donna’s kidney transfer took place at UF Health Shands Hospital in Gainesville the morning of Dec. 19. Rick remained at his wife’s side during pre-and post-surgery, and traveled back and forth to the hospital with Donna for post-op check-ups and observation.

Donna is a third grade teacher at Marsh Pointe Elementary School in Palm Beach Gardens. It was during a parent-teacher conference in October 2016 that she learned that her student’s mother was battling kidney disease. During the parent-teacher conference, the mother shared her struggles of undergoing daily dialysis while trying to work and tending to her husband and two young children. Donna asked her blood type, confirmed they were a match, and began the process of doctor visits and examinations to make the kidney donation a reality.

“Doing something like this is no big deal for my wife,” said Rick. “It is just the kind of person she is. As a devoted mother to our own children, she just couldn’t imagine the heartache this was bringing to her student, the mother and the family. Donna saw the kidney donation as an easy fix.”

“When we learned of Rick, and especially Donna’s extraordinary generosity, we were just in awe of their selfless acts,” said CDL Shareholder Mark Veil. “To make the decision to donate an organ and undergo this lifesaving medical procedure, exemplifies beyond compare the true meaning of giving and sharing during the holiday season.”

The kidney transfer was a success and Donna returned back to work on Monday, January 8.

CDL’s Patrick Mangan joins the Boys & Girls Club of Martin County Board of Directors

Patrick Mangan.

Patrick Mangan joined the Corporate Board of Directors of the Boys & Girls Club of Martin County. A Senior Tax Manager at CDL, Patrick will support the organizations mission to enable all young people to reach their full potential as productive, caring and responsible citizens, and will provide leadership and strategic governance as a member of the Corporate Board.

Boys & Girls Clubs of Martin County is well positioned to support and prepare young people for success and excels at reaching youth most in need with Clubs conveniently located in Hobe Sound, Indiantown, Palm City, Port Salerno Stuart and Jensen Beach. In addition, Patrick will join the other 30 directors to guide the Club’s 27-year legacy of providing affordable, award-winning youth development programs for more than 3,000 children annually.

“Boys & Girls Clubs was founded on a simple yet compelling vision of concern for children and the belief in the potential of all young people. Patrick shares the same vision and passion for helping to transform the lives of children by ensuring they are safe, educated and guided toward happy and productive lives, and it’s an honor and privilege to welcome Patrick to our Corporate Board of Directors.”

Patrick has been with CDL since 2016. He specializes in income and estate tax planning, compliance for high net worth individuals and families, and gift and generation skipping transfer tax issues. Patrick is also one of four CPAs from CDL who work out the West Palm Beach and Stuart offices.

A graduate of Florida State University, with a master’s degree in accounting, Patrick resides in Jupiter. He is married and is the father of two children, with one on the way.