Todd A. Caruso

Todd A. Caruso CPA/CHBC

PARTNER

Experience:

Mr. Caruso is a Certified Public Accountant who is also a Certified Healthcare Business Consultant. He has experience in healthcare areas including ambulatory surgery centers (ASC’s), diagnostic imaging, laboratories, physical therapy centers, practice management companies and individual/group physician practices. He performs analysis and design of ongoing management reporting, financial statement preparation, comparison reporting based on benchmarking from sources such as the Medical Group Management Association and financial reporting requirements to various state and federal health agencies.

He has experience in forming and working in a financial management capacity with physician group practices, including ancillaries, as well as in the areas of mergers, acquisitions, and buyouts. He is knowledgeable regarding tax and financial implications of formation and disposition of healthcare entities and admitting/exiting of physicians from group practices. Mr. Caruso is also experienced in the area of asset protection for physicians.

Mr. Caruso has served as a featured speaker for the Florida Society of Ambulatory Surgery Centers on ambulatory surgery center benchmarking.

Mr. Caruso has responsibility for review, compliance, research and planning of tax related transactions dealing with a wide range of areas including real estate, liquidations, estates, business acquisitions and sales and partnerships. He has valued businesses for potential buyers, marital settlements and estate planning. Mr. Caruso performs investigative accounting functions for the court and clientele in the areas of guardianship, divorces and business disputes.

Education:

Mr. Caruso is a life long Florida resident who graduated Magnum Cum Laude from the University of South Florida in Tampa, Florida, with a Bachelor of Arts Degree in Business Administration with a major in Accounting.

Professional Memberships:

  • Medical Group Management Association
  • National Association of Certified Health Care Business Consultants
  • American Association of Ambulatory Surgery Centers
  • Health Care Financial Management Association
  • American Institute of Certified Public Accountants-Tax Division
  • American Institute of Certified Public Accountants

Community Involvement:

Active involvement in the local community through various organizations. Past and present positions held:

  • President: Rotary Club of Cape Coral, Goldcoast
  • Board Member: Southwest Florida Regatta, Inc.
  • Board Member: Florida West Boat Racing Assn.
  • Head Coach: Cape Coral Junior Football Association
  • Treasurer/Board Member: Cape Coral Construction Industry Association
  • Chairman: Cape Coral Financial Advisory Commission
  • Board Member: Alcohol, Drug Abuse and Mental Health Planning Council
  • Member: United Way Allocation Committee
  • Board Member: Boy Scouts of America
  • Board Member and Treasurer: Lee Building Industry Association
  • Board Member and Treasurer: The Math, Science and Technology Foundation of Florida
  • Board Member: Edison Park School Foundation
  • Board Member: Busey Bank Florida