Tim serves on the firm’s Executive Committee and as Tax Services Leader for Daszkal Bolton. With more than 20 years of experience, Tim specializes in corporate tax planning, stock-based planning, multiple entity structures, related cross-entity planning and succession planning. The primary goal of his practice is to assist clients in reducing their total tax liability, make tax-efficient investment decisions and develop financial structures that provide maximum tax advantages.
Tim has provided taxation, accounting and auditing services in the public sector since 1982. He has extensive experience performing technical reviews of accounting and auditing engagements, corporate finance, investment advisory services, SEC filing and reporting, financial statement preparation, and merger and acquisition assistance. Tim began his career with Ernst & Young, rising to the position of Senior Audit Manager during his eight-year tenure. He also served as Senior Manager for another South Florida-based public accounting firm prior to joining Daszkal Bolton as a Partner in 1997.
Tim obtained his Bachelor in Accounting degree with honors from the University of Florida. Among his many other accomplishments, he has appeared as a guest speaker at various conferences and on local television shows. Tim is a regularly-featured speaker for the television series “Wealth & Wisdom,” a weekly program providing financial and legal advice, information and solutions. He is frequent public speaker on tax-related matters.
Tim is the Treasurer for the YMCA of the South Palm Beaches, a member of the Boca Raton Community Hospital Professional Advisors Committee, an advisory board member of the Bank of Florida, a trustee of the Greater Boca Raton Chamber of Commerce, a fundraiser for various local charities, including Home Safe, and a board member for various foundations.
Also active in professional and industry organizations, Tim is a member of the American and Florida Institutes of Certified Public Accountants. He is involved in the Tax Section Committee of the American Institute of Certified Public Accountants and is licensed as a CPA through the state of Florida.