Firm News

Fundamentals of International Estate Planning

CDL's Patti Giarratano, Director of Estate and Trust Taxation, recently authored the "Fundamentals of International Estate Planning" in the January 6 edition of Palm Beach Daily News and its Annual Estate Planning Guide.

CDL Announces the Launch of CDL Controller Services

The new service is designed to assist restaurants, real estate companies and small businesses with supervisory maintenance of their current accounting and bookkeeping practices.

Lou Cohen Joins Palm Beach Chamber Trustee Program

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.

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

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).

Dustin Provenzano Receives CPA License

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.

CDL Announces Promotions Including Laura Clark, New Shareholder

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 E. Clark Named CDL Shareholder

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.

Firm Employee Receives CPA License

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.

Robert P. Marrone III Joins CDL as Family Office Supervisor

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.

Keith Pence and Michelle Vanderwall Listed in Forbes Magazine for Charity Fundraising

Two employees from the certified public accounting firm of Caler, Donten, Levine, Cohen, Porter & Veil, P.A. raised more than $5,000 each for The Leukemia & Lymphoma Society (LLS) and have been recognized as LLS's "Executive Challenge Class of 2017."

Charles Friedman Joins CDL as Senior Tax Manager

Charles Friedman has joined the Firm as a Senior Tax Manager. Charles joins four other Senior Tax Managers as the Firm continues to experience strong growth in the first quarter of 2018. Charles recently relocated to Palm Beach County from Long Island, NY. He has worked at several accounting and law firms in the New York Metropolitan area.

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

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.

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