Alfred J. Katzin , CPA | Principal
Experience
Fred holds approximately 50 years of experience in public accounting and has been a Principal of the firm since 1962. Fred has extensive experience in corporate and individual taxation, business transactions for closely held businesses, financial and estate planning for high income professionals and their families and IRS representation. Fred assists clients with retirement and estate planning by working with families in the proper planning of their estate in order to protect assets, minimize exposure to taxes and make provisions for beneficiaries that accomplish the families’ intentions. In addition, Fred also acts as trustee/fiduciary of family trusts based on his intimate knowledge of the family’s affairs and intentions. Fred’s extensive industry experience includes hotel operations, health care, professional services and not-for-profit clients. Fred’s work with not-for-profit clients and private foundations includes assisting in the preparation of the organization’s application for exempt status, planning and monitoring the organization’s ongoing compliance. In addition, Fred is active in the South Florida community and participates as a member of the Board of Directors and audit committees for several civic and community organizations.
Education and Certifications
- University of North Carolina, Chapel Hill, Bachelor of Science Business Administration
- CPA, Licensed in Florida
Professional Affiliations
- Family Health Systems, Inc., Miami Lakes, Florida, Former Chairman of the Board
- Lloyd L. and Helen R. Dilworth Foundation, Plantation, Florida, Co-Trustee and Director
- American Institute of Certified Public Accountants, Life Member
- Florida Institute of Certified Public Accountants, Life Member
Civic/Community
- Miami Jewish Health Systems, Board Vice-Chair
- Douglas Gardens North (government subsidized housing for the elderly), Board Chair
- Jewish Adoption and Foster Care Options (JAFCO), Board Member
- Temple Solel of Hollywood, past President and ex-officio Board Member
- Cystic Fibrosis Foundation, Founding Co-Chairperson (with wife Nancy) of annual “Superbowl of Fashion” fundraiser
- United Way of Broward County, former Member of numerous committees
Other
Fred and his wife Nancy have four children and seven grandchildren. Fred likes to spend his time out of the office traveling with family and attending Miami Dolphin football games.
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