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Martin Cass, CPA, CVA

Director, Family Office Services — West Palm Beach

561.689.7888
mcass@alpernfl.com

Areas of Specialization

Mr. Cass has specific industry experience including: high tech companies, real estate, construction, publishing, professional associations, food service industry, manufacturing, broadcasting, agriculture, retail, banking, non-profit organizations and services to professional athletes and entertainers.

Experience

Mr. Cass has over 30 years of public accounting experience in taxation, litigation support, business valuation and consulting services. Tax services include: partnership taxation, international taxation, individual taxation and estate tax planning. Consulting services include: mergers and acquisitions, business consulting, financial planning and financial management. 

Professional Affiliations

• American Institute of Certified Public Accountants
• Florida Institute of Certified Public Accountants
• National Association of Certified Valuation Analysts
• NACVA, Member of the Editorial Board of Insights
• Florida Institute of CPA’s Continuing Education Committee, Member and Former Chairman
• Palm Beach County Business Development Board, Member
• Palm Beach Tax Institute, Past President and Director
• Palm Beach Fringe Benefit Council, Past President and Director
• Palm Beach-Martin County Estate Planning Council, Inc., Past President
• Broward County Chapter of Florida Institute of CPAs, Board of Directors, Former Member

Community Affiliations

• Palm Beach County Sheriff's Office Homeland Security Bureau, Business Partners Against Terrorism (B/PAT)
• Jewish Federation of Palm Beach County, Chairman of the Audit Committee and Member of the Board of Directors
• Temple Beth El, West Palm Beach, FL, Current Treasurer and Member of the Board of Directors
• Palm Beach County Chapter of the American Cancer Society, Former Chairman of the Planned Giving Council and Member of the Board of Directors
• Jewish Community Day School of the Palm Beaches, Past President
• Central Allocation Committee of the Jewish Federation of West Palm Beach, Former Member and Chairperson
• Children’s Home Society of Palm Beach County, Former Member of the Board of Directors
• Cancer Alliance of Health and Hope, Former Member of Board of Directors
• Urban Business Assistance Corporation, Former President and Member of the Board of Directors

Other

• Winner of the “Jeffrey R. Salins Report Writing Award” by the National Association of Certified Valuation Analysts (NACVA) 2003
• Lecturer for numerous continuing education programs for legal and accounting professionals
• SerEvice awards — New York University Graduate School — Business Administration

Education

• New York University — MBA, Accounting and Finance
• Syracuse University— BS, Accounting Cum Laude