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David Katzman

Managing Director

Phone: 561-994-5050
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Overview

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.

Education

  • Bachelor of Arts, University of Miami

Professional Designations

  • Certified Public Accountant
  • Certified Financial Planner

Community Involvement

  • 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

Professional Memberships

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

Associated Offices

Boca Raton - CBIZ MHM, LLC - Boca Raton 1675 N. Military Trail
5th Floor
Boca RatonFL  33486
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