David Katzman is a managing director of CBIZ MHM, LLC in the Boca Raton, FL office. He has been a certified public accountant for over 25 years and a certified financial planner™ for more than ten years. Katzman has worked extensively with individuals and closely held businesses in resolving accounting, income and estate tax issues. He 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.
- Bachelor of Arts, University of Miami
- Certified Public Accountant
- Certified Financial Planner
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants
2255 Glades Road