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Here are your articles for Dec 18, 2017.

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. 




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On Tuesday, Nov. 14, David Donten, a shareholder with CDL, 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.

Photo:  Second to left - CDL's William Caler and David Donten with PBAU's Kip Krieger and President William Fleming.





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CDL raised $81,243 for the Crohn's & Colitis Foundation's South Florida Chapter as part of the Take Steps West Palm Beach 2017 Walk. The money was secured through donations made by the accounting firm's employees, clients and friends to support the event.  

Photo:  From left to right - WPTV's Glen Glazer and Rebecca and Irene Levine look on as Joel Levine presents check.     



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Are you planning to go on a vacation this winter? Whether you're trying to escape the cold or visiting loved ones, travel brings photo opportunities that you'll want to share on social media. But think twice before you post a selfie from the beach or check-in at the airport. Thieves have been known to troll social media activity — and some insurance companies may review your social media posts before approving theft-related claims.
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Confidential customer data can be susceptible to fraudsters who use the phone to glean credit card information from employees, then use that data to make illegal purchases. Here are some tips that can help your company beef up security, keep employees up to speed on anti-fraud tactics and avoid legal liability.
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Do you want to gain more control over how you will pass your assets onto your heirs? Consider creating a trust. If you have substantial assets, desire privacy and want your estate to avoid the delays and costs that are generally involved in probate, a trust might be the right move. This article discusses the main reasons why people form trusts.
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Charitable contributions of used property provide more than the satisfaction of de-cluttering your home and the warm feeling that accompanies giving to a worthy cause. They can also lower your tax bill, if you follow the strict substantiation rules set forth by the IRS. On the other hand, failure to retain detailed records for donations can be a costly mistake.
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