Firm News Archive

Find a Cure for Crohn’s & Colitis One Step at a Time

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Enjoy a morning of family fun while helping to raise funds for the Crohn’s & Colitis Foundation of America. “We are incredibly excited to once again participate in this event,” said Joel Levine, of Caler, Donten, Levine, Cohen, Porter & Veil, P.A. “This is a cause that is very close to my heart. To be able to see my entire firm support these efforts is incredible. I am confident that, one day, we will find a cure for these diseases.

CDL was featured in the SunSentinel for our support in and participation with the Crohn’s & Colitis Foundation of America. For the full article, click here!

Monday Meeting: Joel Levine on Running and Counting

Joel - Low Res
Joel H. Levine (Shareholder) was interviewed by the Palm Beach Post about how he got involved with the Crohn’s & Colitis Foundation of America.

To read the article, please click here!

Spotlight on CDL

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Joel H. Levine (Shareholder) appeared on CBS 12’s Spotlight on Business to discuss his involvement in the Crohn’s & Colitis Foundation of America and the upcoming Take Steps Walk. This will be CDL’s 5th year sponsoring the walk.

To view the video, please click here!

Congratulations!

Wethern, Michael
Michael Wethern has been named Director of Tax-Exempt Organizations in the Tax Department. Mike joined the Firm in 1997 and has demonstrated extensive technical knowledge in providing tax services to tax-exempt organizations. Mike is currently a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the Pennsylvania State Bar Association.

Laura - Low ResThorson, DavidVanderwall, Michelle

Laura Clark and David Thorson have been promoted to Senior Manager in our Tax Department, and Michelle Vanderwall has been promoted to Senior Manager in our Family Office Department. Laura joined the Firm in 2010 and has extensive experience in public accounting with a focus on estates & trusts, high net worth individuals, and closely held businesses. She is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the Palm Beach Tax Institute. Dave joined the Firm in 2010 and has extensive experience in public accounting with a focus on taxation issues relating to individuals, businesses, estates & trusts, and non-profit organizations. He is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants. Michelle joined the Firm in 2008 and has significant experience in high net worth individuals, yacht and aircraft accounting, and the special needs of elderly clients. She is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.


We are also pleased to announce the following promotions:

Manager:

  • Lilach Fisher, Tax Department

Supervisor:

  • Masami Fujimoto, Tax Department

Senior Accountant:

  • Robert Doherty, Tax Department

Advanced Staff Accountant:

  • Blessie Reis, Tax Department

A very big congratulations to these employees on their accomplishments!

Congratulations!

Mike Nalezyty
Caler, Donten, Levine, Cohen, Porter & Veil, P.A., Certified Public Accountants, is pleased to announce that Michael J. Nalezyty has been promoted to Shareholder with the Firm.

Louis M. Cohen, Shareholder and President, stated, “CDL congratulates Mike on his well-deserved admittance to the shareholder group. Mike has achieved his success by delivering excellent client service. His leadership and hard work have contributed to our continued growth and success.”

Mike has 30 years of experience in public accounting. He received his Bachelor’s Degree in Accounting from the Detroit College of Business. Mike is a CPA in Florida and Michigan. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.

Mike joined the Firm in 2003 and serves clients in the areas of corporate, partnership, individual, real estate and construction taxation. He provides business and individual tax compliance services.


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Patti Giarratano has been promoted to Director of Trusts and Estates in the Tax Department. Patti started with the Firm as a Tax Senior Manager in 2014.

Patti has extensive experience in estate, trust and gift taxation, as well as planning and taxation for high net worth individuals. She has represented clients before both Federal and State taxing authorities.

Patti is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, and the Palm Beach Estate Planning Council.

 


Schneider, Michele
We are pleased to announce the promotion of Michele Schneider to Manager in the Audit Department.

Michele joined the Firm in 2011 and serves government and non-profit clients. She is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the Florida Government Finance Officers Association.

 

 


We are also pleased to announce the following promotions:

Audit Department:

  • Daniel Demosthenes to Senior Accountant
  • Nick Raiola to Senior Accountant
  • Andrea Friddle to Advanced Staff Accountant
  • Ariana Picchetto to Advanced Staff Accountant

Business Valuation & Litigation Support:

  • Aaron Hershman to Senior Accountant

Tax Department:

  • Robert Doherty to Advanced Staff Accountant
  • Melanie Kovar to Advanced Staff Accountant

A very big congratulations to these employees on their accomplishments!