Board
Bonnie Mackey
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Bonnie is a Certified Public Accountant who is a partner in Levin, Silvey, Zelko & Mackey, PA and a resident of South Florida since 1965. Bonnie graduated from the University of South Florida in 1992, acquired her CPA in 1995, her Certified Specialist in Estate Planning in 2000, an MBA in 2010 from Devry University, and her Accredited Estate Planner® designation in 2011. Her experience includes financial statements, tax preparation, and guardianship accounting.
Bonnie instructs for the Becker CPA Review course, is a Florida Institute of Certified Public Accountants (FICPA) Ethics course facilitator, a speaker for Intuit, a guardianship expert witness, previous mentor for Take Stock in Children and WorkForce 2020 programs, and is a third degree black belt in Tae Kwon Do. Her current and past positions include: National Director-Publications & East, American Woman's Society of CPAs; Treasurer, Broward County Guardianship Association (BCGA); Vice-President/Treasurer & Trust Advisory Committee, CareSource, Inc.; and Past President/Board member: Florida Institute of CPAs (FICPA) Gold Coast Chapter; American Woman's Society of CPAs (AWSCPA) South Florida Affiliate and North Dade South Broward Estate Planning Council (NDSBEPC). She is also a member of both the Hollywood and Fort Lauderdale Chambers of Commerce and the American and Florida Institutes of CPAs. She is also a member of both the Hollywood and Fort Lauderdale Chambers of Commerce and the American and Florida Institutes of CPAs |
David Shulman
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David Shulman is the managing partner of Ginsberg Shulman, PL, a boutique estate planning, probate, and elder law firm. He is board certified by the Florida Bar in Wills, Trusts and Estates. David graduated from Brandeis University and George Washington University Law School, both with honors, and has a LL.M (Masters in Law) in Estate Planning from the University of Miami Law School. Before starting his own firm, David worked both for a large local law firm, and the Department of Treasury in Washington, DC.
David first learned about the needs of the aging community from his father, who has been a cardiologist in Plantation for over 40 years. In addition to MonarchCare, David is also involved with the Jewish Federation of Broward County and the Southeastern chapter of American Friends of Hebrew University. |