Category Archives: Firm News

Lou Cohen Joins Palm Beach Chamber Trustee Program


Lou Cohen

Lou Cohen, President and Shareholder of CDL, has become a founding member of the Palm Beach Chamber of Commerce Trustee Program. He joins 41 other professionals to help identify, advocate and create business opportunities for Palm Beach Chamber members and their constituents.

The inaugural Trustee Program was by invitation only and was spearheaded by local leaders John Bowers (Vice President, TD Bank), Joe Chase (Partner, Gunster Law Firm) and Patricia LeBow (Partner, Nelson, Mullens, Broad & Cassel) to benefit the business community in Palm Beach and the surrounding areas.

“Lou Cohen’s talents and community engagement will be invaluable to our overall design of the trustee program,” said Palm Beach Chamber of Commerce CEO Laurel Baker. “The mission of the trustee program was designed to bring together outstanding business and professional leaders who have a grasp on the future of the area and are stand ready to work together through education and advocacy on behalf of the free enterprise system.”

Lou joined CDL in 1990 and has more than 30 years of public accounting experience. His areas of concentration include income tax planning and compliance for individuals, closely-held corporations, partnerships and trusts, general business consulting involving analysis of business and investment opportunities, preparation of trust accountings, and litigation support services involving fiduciary matters.

Dustin Provenzano Receives CPA License


Dustin Provenzano

CDL is pleased to announce that Dustin Provenzano received his CPA license.

Dustin, a Senior Tax Accountant, is a graduate of Florida Atlantic University where he received a Master’s degree in Accounting. He obtained a Bachelor of Science degree in Accounting from the University of Central Florida.

Dustin joined CDL in January 2017. He works primarily on individual tax returns, partnerships and trusts.

Dustin is a member of the American Institute of Certified of Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA) and Palm Beach Young Professionals.

Richard Gray Joins CDL as Director of Business Valuation and Litigation Support

Richard (Rick) Gray

CDL is pleased to announce that Richard (Rick) Gray has joined the Firm as a Director of Business Valuation and Litigation Support.

Rick has more than 27 years as a CPA and has the certifications of ABV (Accredited in Business Valuation), CVA (Certified Valuation Analyst) and ASA (Accredited Senior Appraiser). At CDL, he will concentrate on providing valuation services for businesses and business interests, and will provide a variety of litigation support services.

Rick’s public accounting experience includes analysis and valuation services related to matters of family law, corporate disagreements, probate issues and damage cases. Rick has been admitted as an expert witness for litigation in state jurisdictions such as Florida, Maryland, Virginia, Georgia, Colorado and California. He has also testified as an expert witness in Federal Court.

Rick is a speaker, author and adjunct professor for the School of Accounting Executive Programs at Florida Atlantic University in Boca Raton. He is an instructor for the National Association of Certified Valuators and Analysts (NACVA), where he has won numerous awards including “Instructor of the Year” and “Instructor of Exceptional Distinction.”

“Rick’s addition to our Business Valuation and Litigation Support team emphasizes CDL’s commitment to providing our clients and professional advisors with the highest standards in business and legal engagements,” said Mark Veil, Shareholder of CDL. “Rick, a seasoned professional with proven credentials to support the business and legal community, will only elevate CDL’s expanding Business Valuation and Litigation Support department. We are pleased to have his expertise on our Team.”

Rick received his Master in Business Administration from Loyola College in Baltimore, Md. He is a certified public accountant in Florida and Maryland. In addition to his certifications, Rick is member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

CDL Announces Promotions Including Laura Clark, New Shareholder

Laura Clark

CDL is pleased to announce that Laura E. Clark was named shareholder. Laura joins the Firm’s 11 shareholders in leading CDL’s departments and personnel, and serving the Firm’s clients.

Laura joined the firm in 2010 and concentrates in tax compliance and planning for trusts and estates, closely held businesses and high net worth individuals.

“Laura Clark’s promotion to shareholder was based in large part on her technical skills, her excellent client service and her contributions to employee development and growth,” said Lou Cohen, President of CDL. “Her extraordinary leadership and genuine care for her clients and colleagues will help accelerate the tremendous growth that CDL has been experiencing.”

In addition to Laura’s announcement, 12 other employees from the Firm were promoted. These outstanding individuals were promoted from within the Firm’s Administrative, Audit, Family Office Services and Tax Departments.

From Family Office Services:

  • Delia Lalchan, Senior Manager
  • Susan Rojas, Advanced Staff Accountant
  • Shannon Foster, Client Service Specialist

From Tax:

  • Masami Fujimoto, Manager
  • Dustin Provenzano, Senior Accountant
  • Blesilda Reis, Senior Accountant

From Audit:

  • Chris Micolucci, Manager
  • Daniel Demosthenes, Supervisor
  • Nicholas Raiola, Supervisor
  • Gary Mann, Senior Accountant
  • Shanna Modys, Advanced Staff Accountant

From Administration:

  • Priscilla Lowe, IT Assistant

Laura E. Clark Named CDL Shareholder

Laura E. Clark

CDL is pleased to announce that Laura E. Clark has been promoted to Shareholder. Laura joins 11 shareholders in leading CDL’s departments and personnel, and serving the Firm’s clients.

Laura joined the firm in 2010 and concentrates in tax and planning for trusts and estates, closely held businesses and high net worth individuals.

“Laura Clark’s promotion to shareholder was based in large part on her technical skills, her excellent client service and her contributions to employee development and growth,” said Lou Cohen, President of CDL. “Her extraordinary leadership and genuine care for her clients and colleagues will help accelerate the tremendous growth that CDL has been experiencing.”

A graduate of the University of Florida with a Master’s degree in Accounting, Laura is a member of American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Laura is also a member of the Board of Directors for the Palm Beach Tax Institute and sits on the Advisory Council of Quantum House.

Firm Employee Receives CPA License

Gary Mann

The CPA firm of Caler, Donten, Levine, Cohen, Porter & Veil, P.A. (CDL) is pleased to announce that Gary Mann received his CPA license on May 17.

Mann, an Advanced Staff Accountant in CDL’s Audit Department, is a graduate of Florida Atlantic University. He obtained a Bachelor of Business Administration degree in 2012.

He joined CDL in August 2013 working in the Firm’s Family Office Services Department, before moving into the Audit Department in 2016.

Mann performs audits primarily in the industries of government and non-profit organizations. He is a member of the Florida Institute of Certified Public Accountants.

CDL is one of the largest local accounting firms in Palm Beach County. The Firm provides accounting services in the areas of audit, tax, family office, business valuation and litigation support. The Firm was founded in 1987 and has nearly 100 employees in the West Palm Beach and Stuart offices.

Making Websites ADA Compliant

The American Disabilities Act (ADA) became law in 1990, ensuring that all Americans with disabilities would not be discriminated against in all “areas of public life.” With the evolution of the world wide web, the Department of Justice (the enforcing body of the ADA) placed company websites under Title III and began monitoring for compliance issues. In the past year, we have become aware of several organizations, both for-profit and not-for-profit, that have been sued by attorneys because their websites were not ADA compliant.

Website and mobile applications are a necessary reality of our everyday lives. Big giants like Target, Winn-Dixie, Hobby Lobby and Five Guys came under scrutiny and paid out million dollar settlements when litigants proved their websites discriminated against the disabled.

Approximately 54.5 million people have some type of disability in the United States. It is estimated that 10 million Americans are blind or visually impaired, while another one million are functionally deaf. When you consider the number of people with mobility issues that prevent them from using their hands, or those with mental disabilities, a large portion of Americans are prohibited in some capacity from using a computer, laptop, or mobile device.

In 2015, the Department of Justice announced that all company websites must comply with regulations beginning in 2018. Unfortunately, the Department of Justice did not give “absolute” guidelines – a checklist if you will – for companies large and small to make sure their websites comply.

We recommend that you contact your website designer in order to determine if your company’s website is in compliance with the ADA. If necessary, you may also need to contact legal counsel for additional guidance. Take the necessary steps to make your company website ADA compliant. Demonstrating leadership and fortitude for the millions of Americans with disabilities is a positive and smart business decision.

Robert P. Marrone III Joins CDL as Family Office Supervisor

Robert P. Marrone III.

CDL welcomes Robert P. Marrone III as Supervisor in the Family Office Services department. Robert brings 18 years of experience working in the ultra-high net worth environment.

Originally from Brooklyn, NY, Robert received his Bachelor of Science Degree in Accounting from St. John’s University in Jamaica, New York. He received his Certified Financial Planner™ certification in November 2006. He has worked for several family offices throughout the country.

Robert brings significant experience in the management of Family Offices for high net worth individuals, including utilizing expertise in all aspects of investment management and monitoring, financial and tax planning, wealth management, preservation and transfer planning, family foundation management and trust administration.

Robert currently resides in Weston (Broward County) and has three children, Teresa, Nicholas and Anthony.

CDL’s Allyse Carter Named FICPA’s 2017 Emerging Leader

Allyse Carter.

Allyse Carter was announced as one of the Florida Institute of CPAs (FICPA) “Emerging Leader” graduates. The announcement was made during the Leader’s Summit in Tallahassee in December.

Allyse, a certified public accountant with CDL since 2016, was one of 34 graduates from six regions throughout the state. As part of the program, Allyse met with local accounting leaders, government officials and leadership experts to network, learn best practices and build relationships. The program culminated with Allyse and fellow program participants meeting with Florida senators and representatives in Tallahassee to get an exclusive look at the legislative process and how it affects the CPA profession.

Allyse has a bachelor’s degree in accounting from Florida State University and a master’s degree in accounting from Florida Atlantic University. She specializes in personal taxation and is actively involved with The Florida Institute of CPAs as secretary of the Palm Beach chapter and a member of the Young CPAs Committee and Accounting Careers Committee.

David Donten Honored with Companion Medal From Palm Beach Atlantic University

Second to left – CDL’s William Caler and David Donten with PBAU’s Kip Krieger and President William Fleming.

On Tuesday, Nov. 14, David Donten, tax shareholder, was honored with the Companion Medal as part of Palm Beach Atlantic University’s American Free Enterprise Day 2017. The event took place at Palm Beach Atlantic University’s Greene Complex for Sports & Recreation.

David, along three other Companion Medal recipients, was honored for his “hard work and achievements exemplifying the best of the American free system,” according to Palm Beach Atlantic University.

David has more than 35 years of public accounting and specializes in corporate, individual, fiduciary, real estate and construction taxation. David serves on the board of directors of The Baxter Foundation, The Boys and Girls Club of Palm Beach County and Easter Seals Florida, Inc. He also serves as an advisory board member for The Place of Hope and The Quantum House.

Since 1984, Palm Beach Atlantic University has celebrated American Free Enterprise Day and has honored 172 business leaders with the Companion Medal. Along with David, James Donnelly, founder and CEO of The Castle Group, Judith Mitchell, CEO of The Kravis Center of the Performing Arts, David Wright, owner and CEO of Butterfield’s Pharmacy & Medical Supplies, and Medalist David Novak, Co-Founder, Retired Chairman and CEO YUM! Brands, Inc. were honored.