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WILLIAM K. CALER, JR., CPA

Shareholder, Tax

Bill Caler began his accounting career with a Big Eight firm in West Palm Beach in 1972.  He advanced to the level of Senior Manager by 1989 and later left to became one of the Founding Shareholders of Caler, Donten, Levine, Cohen, Porter & Veil, P.A.

Bill has more than 50 years of public accounting experience in the area of taxation and serves clients in the areas of fiduciary, estate and individual taxation. He also has extensive experience in the complex area of expatriate/foreign taxation.

Areas of Experience

  • Income Tax Planning and Compliance
  • Estate Planning and Compliance
  • Trust Accountings

Industries Served

  • Not-for-Profit Organizations
  • Privately Owned Businesses

Certifications

  • Florida CPA

Education

  • Rollins College, Bachelor of Arts
  • U.S. Armed Services
  • University of Florida, Bachelor of Science in Accounting

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants

  • Florida Institute of Certified Public Accountants

  • Palm Beach County Estate Planning Council

  • Duke Cancer Institute, Board of Advisors

  • Woodberry Forest School, Board of Trustees, Chairman of the Audit Committee, Development Committee

  • Boys & Girls Clubs of Palm Beach County, Director for Life

Military Service

  • The United States Army

Up Close

Most admire?

Anyone who has a competitive spirit i.e. an athlete, an entrepreneur –a  person who works hard and comes up the ranks because of their competitive drive.

How do you prepare for busy season?

I do advanced preparation and I get done what I can.  I also like to organize my office and begin setting up client files.

How do you wind down after busy season?

I scale back and modify my schedule slightly.  I also try to get in a little more golf where I can.

Favorite lunch spot?

City Cellar, West Palm Beach

Favorite website or smartphone app?

Waze.com

What’s on your bucket list?

Nothing.  I am fortunate to say I have and am currently doing “bucket list” living.

What do you like most about being a CPA?

Meeting new clients and having the opportunity to do the accounting of so many clients over the years.

What advice would you give someone considering a CPA career?

Get as much information and knowledge about the profession.  Understand that a CPA has to be prepared and flexible to meet the accounting needs of their clients. 

 

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