David Katzman

Managing Director

dkatzman@cbiz.com

561-994-5050

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
Specialties
- Financial Accounting
- Estate Planning & Wealth Transfer
Associated Offices

Boca Raton - CBIZ MHM, LLC - Boca Raton 2255 Glades Road
Suite 321A
Boca Raton, FL 33431

David Katzman

Managing Director

Overview

Education

Professional Designations

Community Involvement

Professional Memberships

Specialties

Associated Offices