Daszkal Bolton has recently named three leaders in each of its offices as Partners in Charge (PIC’s). The firm has named Timothy “Tim” R. Devlin, PIC of the Boca Raton Office; Colleen DeWoody Bracci, PIC of the Jupiter Office; and Teri M. Kaye, PIC of the Fort Lauderdale (Sunrise) Office. The PIC’s will manage firm operations and be the market leaders for each office.
“Due to the continuous growth of the firm, the Executive Committee deemed it appropriate to name a PIC for each office to not only lead the firm’s professionals on a local basis, but also together as one cohesive, regional practice. It establishes a lead in each community as well,” states Managing Partner Michael Daszkal. “The individuals that have been named are seasoned professionals who know the industry and the markets they live and work in.”
Tim Devlin, PIC of the Boca Raton Office and the Tax Services Practice Leader, has been a Partner at Daszkal Bolton for 19 years. He specializes in tax planning for multiple entity structures, high net worth families with business interests, succession planning, planning for corporate acquisitions and divestitures. Devlin is the Board Chair for the YMCA of the South Palm Beaches, a board member for various foundations and a fundraiser for various local charities. Devlin earned a Bachelor of Science in Accounting with honors from University of Florida. He is a member of the American and Florida Institutes of Certified Public Accountants and advises the Tax Section Committee of the American Institute of Certified Public Accountants. Devlin is licensed as a Certified Public Accountant in the state of Florida.
Colleen DeWoody Bracci, PIC of the Jupiter Office and a Tax Partner, has been at Daszkal Bolton for over 12 years. She specializes in closely-held businesses, high net worth individuals, estate and trust and real estate development and investment holdings. For nearly a decade, DeWoody Bracci owned and operated her own firm, DeWoody & Co, where she served the Northern Palm Beach community before merging her practice with Daszkal Bolton. In addition to her participation in professional organizations such as the American and Florida Institutes of Certified Public Accountants, she is also a community advocate. She is on the Board of Directors and the Treasurer for STOP! Children’s Cancer of Palm Beach County. DeWoody Bracci is also a sustaining member of the Junior League of the Palm Beaches where she held positions on the Board of Directors and Treasurer. She earned a Master of Accountancy with a concentration in Tax and a BS in Accounting from Florida State University. DeWoody Bracci is licensed as a Certified Public Accountant in the state of Florida.
Teri Kaye, PIC of the Fort Lauderdale (Sunrise) Office and a Tax Partner, has worked at Daszkal Bolton for 6 years. She specializes in managing the tax planning and compliance needs of high net worth individuals, as well as small to mid-size companies in the retail, distribution, manufacturing, real estate, professional services and health care industries. Kaye serves on the board of directors of Helping, Abused, Neglected and Disadvantaged Youth (HANDY), a Fort Lauderdale based not-for-profit. Additionally, she serves as an executive board member and treasurer for the South Florida Manufacturer’s Association (SFMA). Kaye earned a Bachelor of Science and Master of Science in Accounting from the University of Florida. She is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Kaye is licensed as a Certified Public Accountant in the state of Florida.
About Daszkal Bolton LLP
Daszkal Bolton LLP provides accounting, tax and business finance advisory services to small and middle market companies ranging in revenue from $10M to $300M. The firm provides financial statement assurance, tax advisory and compliance, M&A and transaction advisory, private client services for high net worth individuals, state and local tax, International tax, forensic accounting, business valuation, estate planning and asset protection services. The firm also advises on wealth management, life and disability insurance and fee based financial planning through affiliate Benchmark Financial Group. With over 130 professionals Daszkal Bolton covers the South Florida markets, with offices in Fort Lauderdale, Boca Raton and Jupiter.