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JOEL H. LEVINE, CPA

Shareholder, Tax

Joel Levine began his career with an international accounting firm in Ft. Lauderdale in 1981. Two years later, he joined a Big Eight firm in West Palm Beach.  In 1989, Joel became one of the Founding Shareholders of Caler, Donten, Levine, Cohen, Porter & Veil, P.A.

Joel has more than 35 years of public accounting experience in the area of taxation,  focusing on partnerships, limited liability companies, S corporations, and individual taxation.

Areas of Experience

  • Tax Planning and Advising
  • Tax Compliance
  • IRS and State Tax Matters
  • Family Business Tax Planning
  • Business Organizations
  • Like Kind Exchanges

Industries Served

  • Healthcare and Healthcare Professionals
  • Law Firms
  • Privately Owned Businesses
  • Real Estate

Certifications

  • Florida CPA

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Banyan Golf Club
  • Crohn’s & Colitis Foundation of America
  • Jewish Federation Global Allocations
  • Jewish Progressive Networks
  • Temple Beth Torah, Advisory Board

Education

  • State University College of New York at Brockport, Bachelor of Science
  • Yeshiva University, Masters in Social Work
  • Florida Atlantic University, Accounting

Up Close

How do you wind down after busy season?

I like to take a few days off and spend quality time with my wife and family.

What do you like most about being a CPA?

I enjoy problem-solving.  I also enjoy working closely with the Firm’s clients to properly plan for their future from a tax perspective.  

What advice would you give someone considering a CPA career?

The most important thing I would say is to pass the CPA exam as soon as possible.  Also, begin networking early in your career and get involved in something that you are passionate about.  Make sure to always stay current on accounting trends and tax laws. 

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