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Caler Donten Levine Expands in Florida

West Palm Beach, Fla.-based Caler Donten Levine Cohen Porter & Veil (FY18 net revenue of $22 million) is expanding with a new office in Stuart, Fla. Tax shareholders Thomas Pence and Martin Woods, and senior tax manager Patrick Mangan will lead the team at the new location.

“Since our initial launch in 2017 in Martin County, our practice has experienced extraordinary growth,” says Pence. “Our commitment to providing superior accounting services and active community outreach has facilitated the need to expand into a larger, more permanent space in Stuart.”

Pence, who has been with Caler Donten since 1996, focuses on corporate, partnership and individual taxation. Woods has been with the firm since 2011 and provides tax compliance and tax planning services to business and individuals, as well as the restaurant and hospitality industry. Mangan focuses on income and estate tax planning and compliance, and individual, trust and partnership taxation. He has been with the firm since 2016.

Caler Donten provides accounting services in the areas of audit, tax, family office, business valuation and litigation support. The firm was recently named the “Best of the Best,” “Fastest Growing” and “Top 200 Firm” by INSIDE Public Accounting.

IPA 200 Firm Admits Patrick Mangan as Shareholder

Patrick Mangan

West Palm Beach, Fla.-based Caler Donten Levine Cohen Porter & Veil PA, an IPA 200 firm, has admitted Patrick Mangan as a shareholder.

Mangan joined the firm in 2016 and specializes in income and estate tax planning, compliance for high-net-worth clients and gift and generation-skipping transfer tax issues. He was instrumental in opening the firm’s office in Stuart, Fla., in 2017.

“In less than four years, Patrick has contributed to changes in our work environment and mentoring our staff,” says firm president and shareholder Lou Cohen. “Patrick has maintained leadership roles in improving firm processes, recruiting, networking and marketing, which in turn has had a positive impact on the firm’s development and growth.”

More news from Caler Donten Levine Cohen Porter & Veil PA

ConvergenceCoaching Announces Transformational Leadership Program™ Graduates

ConvergenceCoaching LLC announced the 2017-18 Spring Transformational Leadership Program™ (TLP) graduating class.

“Our Spring 2017-2018 program completed on May 30th and we are pleased to congratulate our most recent TLP graduating class,” says Tamera Loerzel, partner at ConvergenceCoaching. “We are honored to have been a part of our graduates’ leadership journey. It is truly our privilege to guide NextGen leaders as they practice new leadership and management techniques and position themselves for future leadership with their firms.”

Congratulations to the graduates of the Spring 2017-2018 program:

  • Marianna Willey, tax senior manager with Bader Martin PS
  • Kevin Majchrowicz, partner with Brock Schechter & Polakoff LLP
  • Laura Clark, tax senior manager with Caler Donten Levine Cohen Porter & Veil PA
  • Breanna Howard, senior manager with Cooper Norman
  • Sharon Cook, senior tax manager with Gelman Rosenberg & Freedman CPAs
  • Walt Derengowski, audit partner with Gelman Rosenberg & Freedman CPAs
  • Ricardo Trujillo, partner with Gelman Rosenberg & Freedman CPAs
  • David Sternberg, partner with Green Hasson Janks
  • Debby Baker, manager with Grimbleby Coleman
  • LeeAnne DeCosta, supervisor with Grimbleby Coleman
  • Kathy Wilson, shareholder with Grove Mueller and Swank PC
  • Chad Pfeiffer, partner with HBE LLP
  • Sarah Langham, senior manager with HoganTaylor LLP
  • Melania Powell, senior manager with HoganTaylor LLP
  • Zach Chalifour, partner with James Moore & Co.
  • Kari Young, senior manager, Jones & Roth PC
  • Ashley Christie, director with Katz Sapper & Miller
  • Chris Baxter, senior manager with Peterson Sullivan LLP
  • Erika Allen, senior manager with Peterson Sullivan LLP
  • Kristi Meier, principal with Presley & Partners
  • Carrie Steffen, president with The Whetstone Group
  • David Schwartz, manager with Wilkin and Guttenplan PC

“Our firm has accessed the TLP to help nine of our future leaders increase their self-awareness and develop new skills. Through TLP, they refine their performance, identify their passions and interests and clarify their pathway with our firm,” says Clive Grimbleby, MP with Grimbleby Coleman CPAs Inc. “We truly appreciate ConvergenceCoaching’s shared faith and values and their personal investment in our leaders’ success.”

The ConvergenceCoaching®, LLC Transformational Leadership Program™ is a one-year accelerated “finishing school” for CPA firm high potentials. “With the rapid pace of succession and leadership transition, part of our mission is to provide truly transformative leadership development so future leaders are ready to take on new and meaningful leadership roles in their firms,” says Jennifer Wilson, co-founder and partner. “Each bright graduating class affirms our enthusiasm about the future of the profession. And we are grateful to have just kicked off our 2018-2019 Spring program with a new group of 26 talented NextGen leaders.