Marty Cass

Marty Cass

Managing Director; Private Client Services Southeast Region Co-Leader


BDO West Palm Beach Office



Executive Summary

Marty Cass is BDO’s Southeast region Private Client Services practice co-leader. He has more than 30 years of experience providing innovative tax services and financial advice to business enterprises, high-net-worth individuals and multi-generational families, athletes and entertainers, and family offices. Marty specializes in tax planning and compliance, estate and wealth transfer planning, philanthropic planning, wealth preservation strategizing, asset protection planning and succession planning. He has extensive knowledge and experience in all areas of state, federal, and international tax.

Marty has served clients in various industries, including construction, emerging business and technology, healthcare, manufacturing and distribution, publishing and entertainment, and real estate.

He also has experience providing litigation support to attorneys and their clients, and testified with respect to diverse areas of the law including divorce, usury, personal injury, creditor/debtor disputes, business disputes, developer/condominium owner disputes, damage and loss of earnings, fraud investigations, and business valuations.

Professional Affiliations

American Institute of Certified Public Accountants
East Coast Estate Planning Council, President
Florida Institute of Certified Public Accountants
Palm Beach Estate Planning Council
Palm Beach Tax Institute


M.B.A., New York University
B.A., Syracuse University

Community Involvement

Business Development Board of Palm Beach County, Board of Advisors
Jewish Federation of Palm Beach County, Audit Committee Chair, Board member
Palm Beach County Education Foundation, Board member