David A. Katzman CPA/CFP® Of Goldstein Lewin & Co. Earns Personal Financial Specialist Credential

David A. Katzman, CPA/CFP®, of Goldstein Lewin & Co., Certified Public Accountants and Consultants, has been awarded the Personal Financial Specialist credential from the American Institute of Certified Public Accountants (AICPA).

(PRWEB) April 24, 2004 --To obtain this credential, Mr. Katzman earned a passing grade on a financial planning examination, submitted references, and documented his business experience in personal financial planning, personal income tax planning, risk management planning, investment planning, and estate planning.

A Certified Public Accountant, Mr. Katzman is licensed to practice in the State of Florida and the Commonwealth of Massachusetts. He received the CERTIFIED FINANCIAL PLANNER (CFP) credential in 1998.

The rigorous course of study required to obtain the PFS designation provides me with the additional skills and knowledge necessary to provide my clients with comprehensive financial services," states Mr. Katzman.

Mr. Katzman has extensive experience working with businesses to resolve auditing and tax issues and with high net-worth individuals to provide financial and trust planning advisory services. As an eldercare practitioner, he has appeared on local radio and television stations and has been quoted in the February 2004 issue of Kiplingers Personal Finance regarding eldercare issues.

He is a member of the AICPA, Florida Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants, and the Financial Planning Association.

With a professional team of more than 55 employees, Goldstein Lewins comprehensive range of accounting and business consulting services includes corporate governance issues, cost segregation studies that enable owners of eligible commercial properties to increase cash flow; a financial, healthcare and lifestyle eldercare management program that preserves assets, enhances quality of life and monitors health and safety; accounting and auditing; tax services; technology consulting; wealth preservation and estate planning; business valuation; financial planning, employee benefits programs and litigation consulting.

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER (TM), and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.