Roundtable Continental Breakfast-Topic: Estate Planning For The International Investor: Traps & Planning -PBCEPC Current Dues Members Only Event
Date: Thursday, April 2, 2015
Time: 7:30am - 9:00am
Location: The Country Club at Mirasol
Speaker: Martin Cass, CPA,CVA
Martin Cass, CPA, CVA
Tax Partner
BDO
BDO
EXPERIENCE SUMMARY
Mr. Cass has over 30 years of public accounting experience in auditing, taxation and consulting services for closely-held to large public companies, hedge funds, as well as high net worth individuals. He provides his clients a broad and deep knowledge of all areas of state, federal and international tax. He has significant experience in partnership taxation, corporate, individual and estate tax planning, financial planning and financial management.
He has served clients in various industries, including real estate, construction, emerging business and technology, healthcare, publishing and entertainment, professional associations, nonprofit organizations and family office.
Marty also advises various businesses and individuals on a full range of tax matters and conducts business valuations and provides litigation support to attorneys and their clients. He has a significant amount of experience testifying as an expert witness with respect to diverse areas of the law.
PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Business Development Board of Palm Beach County
Member of the Board of Advisors
East Coast Estate Planning Council
National Association of Certified Valuation Analysts
Palm Beach Estate Planning Council
Palm Beach Tax Institute
EDUCATION
B.A., Syracuse University
M.B.A., New York University
Certified Valuation Analyst - 600+ hours of annual continuing education
ROUNDTABLE HOST:
