David Katzman

David is a shareholder in our Boca Raton office who has been serving our clients since 1999. A Certified Public Accountant for over 25 years and a Certified Financial Planner for over ten years, he is recognized as a national specialist in working with both individuals and businesses in resolving accounting, auditing, and tax issues. He also has particular expertise in providing financial, estate, eldercare and trust planning advisory services to high net-worth individuals. He has appeared on television and radio programs to discuss eldercare issues.

Prior to joining CBIZ CPAs*, David worked with regional and national accounting firms in New York and Boston.

• Bachelor of Business Administration, University of Miami

• Certified Public Accountant
• Certified Financial Planner

• Jewish Family Service of S. Palm Beach County, Board Member
• Jewish Community Foundation of South Palm Beach County, Past Chair, Professional Advisory Committee; Co-Chair of Create a Jewish Legacy Initiative
• Greater Boca Raton Estate Planning Council, Member
• Boca Raton Museum of Art, Professional Advisory Committee
• Boca Raton Historical Society, Treasurer; Co-Chair for the Jewish Oral History project
• Hillel of Broward and Palm Beach Counties, Treasurer

• American Institute of Certified Public Accountants
• Florida Institute of Certified Public Accountants
• Massachusetts Society of Certified Public Accountants

• Financial Accounting
• Estate Planning & Wealth Transfer