CPA Firm Caler Donten Levine Announces Promotions
The certified public accounting firm of Caler, Donten, Levine, Cohen, Porter & Veil, P.A. (CDL) is pleased to announce the promotion of 16 employees. These individuals were promoted from within the Firm’s Administrative, Audit, Family Office, Tax and Valuation and Litigation Support Departments. From Administrative:Sonya Piotrowski Human Resources Coordinator From Audit:John Dingle ManagerLaura Vergara SeniorCarlos
Patrick E. Mangan Named Shareholder at CPA Firm Caler Donten Levine
The certified public accounting firm of Caler, Donten, Levine, Cohen, Porter and Veil, P.A. (CDL) is pleased to announce that Patrick E. Mangan CPA, has been promoted to Shareholder. Mangan will join CDL’s 13 Shareholders to advance client services and engagements, and help recruit professional talent for the Firm. Mangan joined the Firm in 2016 and specializes in income and estate tax planning, compliance for high net worth individuals and families, and gift and generation skipping transfer tax
Rachel Commerford of CPA Firm Caler Donten Levine, Receives CPA License
The CPA firm of Caler, Donten, Levine, Cohen, Porter & Veil, P.A. (CDL) is pleased to announce that Rachel Commerford received her CPA license on June 29. Commerford, a Tax Supervisor, is a graduate of Bethel University (St. Paul, MN) where she received a Bachelor of Arts degree in business with an emphasis in accounting. Commerford joined CDL in October 2018. She works primarily on business, individual and trust returns. She also specializes in the restaurant and hospitality
Michael Gore Hosts Palm Beach Chamber Webinar to Discuss Legal Considerations for Reopening Businesses
By Michael J. Gore Michael Gore served as a featured speaker at a recent Palm Beach Chamber of Commerce webinar on the topic of legal considerations for employers tasked with reopening their businesses and implementing procedures to protect employees in the months following the COVID-19 outbreak. We have outlined the following key considerations and resources for businesses and employers. Employee Safety | OSHA Guidance on Preparing Workplaces for COVID-19 Employers should be mindful of and comply
News Release: 6/3/2020 Eau Palm Beach Resort & Spa Invites Guests to “Press Play” This Summer In Palm Beach Beginning July 1
EAU PALM BEACH RESORT & SPA INVITES GUESTS TO ‘PRESS PLAY’ THIS SUMMER IN PALM BEACH BEGINNING JULY 1 Reopening In Time for Its Seventh Anniversary, Eau Palm Beach Welcomes Guests Back With Summer Values and Celebrations PALM BEACH, Fla. (June 3, 2020) – Eau Palm Beach Resort & Spa, the award-winning oceanfront oasis situated along Florida’s Gold Coast, today announced that it will reopen on Wednesday, July 1, 2020, welcoming both overnight and local guests for a sun-splashed summer season. To
New SBA Guidance on the Paycheck Protection Program (PPP)
By David E. Bowers, Erica R. Haft The Small Business Administration’s Paycheck Protection Program (PPP), established by the CARES Act in late March 2020, is a new frontier that has left individuals puzzled. However, the SBA recently issued additional guidance that we hope will provide some clarification. Background To obtain a PPP loan, borrowers are required to complete an application and therein certify in good faith that “the uncertainty of current economic conditions makes necessary the loan request
Reopening Businesses: Legal Considerations for Employers
By Michael J. Gore While the pandemic continues, much of the nation, including Florida, has shifted its focus on reopening. Naturally, there are a number of legal issues that businesses need to be aware of as the economy begins to restart. We have outlined below some key considerations for businesses and employers. 1) Safety of Employees Employers should be mindful of and comply with applicable federal, state, and local orders and guidelines regarding employee safety in the workplace. A good resource
Unintended Consequences of Furloughing Employees
By Michael J. Gore Many employers are rightfully concerned with how best to manage the implications of the COVID-19 crisis on their business, with some considering “furloughing” their employees as a way to mitigate the financial impact. While this trend is increasing in popularity, there are a number of unintended consequences associated with furloughing employees that businesses should consider in the decision-making process. For example, issues may arise regarding non-compete agreements or employee
Can COVID-19 Get Me Out Of My Real Estate Contract?
By Mark H. Dahlmeier and Jesse J. Hap There is no doubt that COVID-19 is affecting every industry and market across the globe. Many impacts of the pandemic remain to be seen, but buyers, sellers, landlords, and tenants of residential and commercial properties are already experiencing some of the consequences. Many buyers are wondering if it’s possible that COVID-19 could get them out of a signed real estate contract that is pending closing. This is a fair question, especially for buyers who were
Using Zoom to Stay Connected? Protect Your Privacy.
By Robert W. Wilkins, ShareholderWhat you need to know about protecting your privacy while working remotely. The impact of COVID-19 is being felt by individuals and businesses across the country, resulting in many of us working remotely and relying heavily on technology such as Zoom to stay connected. Zoom, the well-known video and web conferencing platform, has seen a sharp rise in use over the past few weeks with a growing number of individuals and professionals in all industries using the app. While
How The SECURE Act May Affect You and Your Beneficiaries
By David E. Bowers, William G. Smith, Erica R. Haft On December 20, 2019, President Trump signed legislation that contains provisions from the Setting Every Community Up for Retirement Enhancement Act of 2019 (referred to as the “SECURE Act”). We have summarized below some key considerations and consequences. Significant Changes The SECURE Act alters how Individual Retirement Accounts (“IRAs”) are transferred upon the IRA holder’s death. Effective January 1, 2020, the SECURE Act changes IRA provisions,
Peter A. Sachs, Featured Speaker at the Planned Giving Council of Palm Beach County Event
Jones Foster Litigation Shareholder, Peter Sachs, was a featured speaker at the Planned Giving Council of Palm Beach County’s monthly breakfast meeting. The gathering provides a forum for members and guests to learn from prominent speakers in various industries and to network with professionals who have a role in designing and implementing philanthropic plans. Mr. Sach’s presentation, entitled, Understanding the Diminishing Capacity of Donors and Clients within Philanthropy, discussed the importance of
Get to Know Corporate & Tax and Private Client Attorney William G. Smith
Bill Smith, Firm Shareholder and a member of the Corporate & Tax and Private Client teams, concentrates his practice in the areas of estate planning, estate and trust administration, taxation, and corporate law. We sat down with Bill to discuss his practice here at Jones Foster, as well as some current issues that may impact clients. How do you describe your practice to non-attorneys? I concentrate my practice in the areas of estate planning, estate and trust administration, taxation, and corporate
Jones Foster Litigation Shareholder Steven J. Rothman Joins Prestigious American Board of Trial Advocates
Jones Foster is proud to announce that Litigation Shareholder, Steven Rothman, has been accepted into the American Board of Trial Advocates (ABOTA). Membership in ABOTA is by invitation-only and is considered to be one of the most prestigious affiliations for trial attorneys. All members must meet a list of professional requirements as well as extol the virtues of civility, integrity, and professionalism. The local Palm Beach Chapter of ABOTA is comprised of only 107 select members of the legal
CPA Firm Receives “All Star” Recognition From INSIDE Public Accounting
The CPA firm of Caler, Donten, Levine, Cohen, Porter & Veil, P.A. (CDL) has made the “2019 All-Stars in Niche Specialization” list in the January 2020 edition of INSIDE Public Accounting (IPA). CDL was recognized for being one of the top five CPA firms in the nation for deriving a high percentage of revenue from the specialty practice area of High Net Worth Clients. “We are extremely proud of our tax services, and particularly to be recognized for our work with High Net Worth Clients and
Jones Foster Sponsors Peggy Adams’ 2020 Walk for the Animals
Jones Foster was a proud sponsor of the Peggy Adams Animal Rescue League’s 2020 Annual Barry Crown Walk for the Animals, which took place at the Meyer Amphitheater on Flagler Drive in West Palm Beach on February 22, 2020. As a corporate sponsor of the event’s Pet Costume Contest, Firm Shareholder Theo Kypreos and Attorney Erica Haft were selected to serve as Judges alongside WPBF TV’s Ron Burke and Vanessa Vinent. Jones Foster employees and their families took part in the walk as part of the Firm’s
Local Coffee Table Book Reveals Palm Beach County’s Love of Music
StarGroup Books, a locally based book production company, has released a hardcover coffee table book, entitled, Music & Memories: Palm Beach County 2020. The company solicited feedback from “community voices” late last year and received submissions from Palm Beach County residents and local music professionals in the form of thoughts, anecdotes, and insights, which are featured in the book and document the uniquely personal yet universal power of music. Music-related imagery is interspersed with the
David E. Bowers, Featured Speaker at the 2020 Florida Tax Institute
David Bowers, Corporate & Tax Practice Group Leader, was a featured speaker at the Firm-sponsored Florida Tax Institute conference, held in Tampa, Florida. Corporate & Tax Shareholder, William Smith, LL.M., and Attorney Erica R. Haft, LL.M., also represented the Corporate & Tax Practice Group at the event. The three-day conference is geared to attorneys, accountants, trust officers, insurance and financial planners, and planned giving professionals, with renowned speakers and panelists discussing
Joanne M. O’Connor, Speaker at The Florida Bar Trial Lawyers Section Event
Litigation Shareholder Joanne O’Connor was a featured speaker at The Florida Bar Trial Lawyers Section’s Civil Trial Update & Board Certification CLE course. Her presentation, entitled ‘Recent Developments in Business Litigation’, discussed topics including; The Florida Deceptive and Unfair Trade Practice Act (FDUTPA); the rise of the independent tort doctrine; proposals for settlement; and new developments in arbitration. The Trial Lawyers Section of The Florida Bar provides a forum for discussion
Robert W. Wilkins and Joanne M. O’Connor Serve as Panelist and Moderator at Palm Beach County Bar Association Luncheon
Litigation Shareholders Rob Wilkins and Joanne O’Connor served as panelist and moderator, respectively, at the Palm Beach County Bar Association (PBCBA) Judicial Relations Committee ESI Discovery Luncheon, held at the Judge Daniel T. K. Hurley Courthouse. The Judicial Relations Committee presented “A Practitioners Guide to Federal and Florida ESI Discovery”, with panelists assembled to discuss recent federal opinions regarding ESI discovery and the practical implications of ESI for state
Jones Foster Launches New Community Program
Jones Foster Impact, a firmwide community program, was announced this week by the Board of Directors. Jones Foster Impact will offer all employees a platform to collaborate, engage, and collectively impact the community through efforts designed to support local charitable organizations. Board Member and Litigation Shareholder, Theo Kypreos, expects that many positive outcomes will result from this initiative. “I am personally very excited about Jones Foster Impact. For almost a century, our Firm and
Dixie Vodka Secures Multi-Year NASCAR Partnership as First “Official Vodka”
Jones Foster Corporate attorney, Kevin T. Lamb, represented Grain & Barrel Spirits brand, Dixie Vodka, in a multi-year sponsorship deal as the first official vodka of NASCAR. A certified South Carolina product, Dixie Vodka is the largest premium craft vodka produced in the Southeast and is one of the fastest-growing spirit brands in the United States. The NASCAR partnership represents a major branding initiative to expand its market presence by aligning with the iconic sports league and its fervent fan
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Get to Know Litigation Attorney Peter Sachs
Peter Sachs, Litigation Shareholder and the 2020 Best Lawyers in America "Lawyer of the Year" for Trusts & Estates Litigation in West Palm Beach, represents individuals and institutions in the prosecution and defense of complex trust and estate, guardianship, and commercial litigation matters. Peter is a Fellow of the American College of Trial Lawyers, a Florida Bar Board Certified Civil Trial and Business Litigation specialist, and is certified by the National Board of Trial Advocacy. We sat down with
Scott G. Hawkins Reflects on Role as Former Florida Bar President
PRESIDENTIAL PERSPECTIVES: SCOTT HAWKINS, 2011-12This article was first published on FloridaBar.org, October 10, 2019 As part of a project to document the history of The Florida Bar, the former presidents were asked to comment on the same three questions.Q: How would you like to be remembered as a lawyer and a former Bar president? Hawkins: The opportunity to serve as president of The Florida Bar was a much “richer” experience than I anticipated. Certainly, the opportunities to speak across the state
Palm Beach Illustrated Names Jones Foster Attorneys as 2019 Top Lawyers
Jones Foster is proud to announce that 13 attorneys, representing the Firm’s 5 main practice groups, have been named “Top Lawyers” 2019 by Palm Beach Illustrated. Palm Beach Illustrated, a luxury lifestyle magazine, debuted in 1952 and is distributed from Boca Raton to Vero Beach. This annual honor is the result of a peer-review nomination survey sent to all certified lawyers throughout Palm Beach County, conducted by Palm Beach Illustrated and Professional Research Services. The following Jones
