CDL Closes 2017 with Notable Highlights

Caler Donten Levine Cohen Porter & Veil, P.A. (CDL) closes out 2017 with notable highlights:

2017 marked CDL’s 30 years of providing certified public accounting services in South Florida. William Caler, David Donten, Joel Levine, Scott Porter and Mark Veil laid the foundation for CDL’s growth. Louis Cohen, James Mullen, Thomas Pence, John Courtney, James Hutchison and Michael Nalezyty joined CDL in subsequent years and together directed the Firm into becoming one of the largest single office CPA firms in Palm Beach County with nearly 100 employees.

CDL opened a second office in Stuart.   With the Treasure Coast’s growth and a number of the Firm’s employees living in Martin County, CDL seized the opportunity to open a second office.  The office is located at The Nexus at Stuart office complex and serves the growing population, while becoming even more established in local businesses and charity outreach.

In 2017, CDL employees participated in raising more than $130,000 for a variety of charities in Palm Beach County including the Crohn’s & Colitis Foundation, The American Heart Association and the Leukemia and Lymphoma Society, to name a few. In addition, they volunteered hundreds of off-time hours to show support for various CDL-sponsored charity walks and fundraisers.

Led by director Rhonda Guinazzo, CDL’s Family Office has experienced significant growth over the last several years. Serving high net worth individuals and clients, CDL’s Family Office provides the highest standard of financial management tailored to each family member and engagement.

“Since 1987, we have modeled the Firm to be responsive to the needs of our clients and the community,” said Lou Cohen, President of CDL. “We look forward to continuing to provide an unmatched level of service to our clients and welcome the opportunity to create new professional and charitable relationships in Palm Beach and Martin Counties.”