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Steven M. Kaplan

Contributing Author for Litigation Service Counselor

CPA P.C

HQ Phone:  (516) 868-6300

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CPA P.C

25 Merrick Ave - Suite 2

Merrick, New York,11566

United States

Company Description

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you ... more.

Find other employees at this company (2,708)

Background Information

Employment History

Founder and Owner

S. Kaplan CPA


President

Steven M. Kaplan, CPA


Tax Editor and Consultant

Harcourt Canada Ltd.


e and 3 Term Former President

Blind Brook High School


Partner - Business Valuation, Forensics and Dispute Resolution (Collaborative, Mediation and Litig)

EZKR, CPA'S (Defunct)


Partner

The Blaustein Philanthropic Group


Partner

Kahn Hoffman & Hochman LLC


Partner

Kaplan and Roberts, CPA, PC


Junior Accountant - Audit and Tax

Laventhol & Horwath


Staff Accountant

Slater & Slater CPA


Affiliations

Hudson Valley Collaborative Divorce and Dispute Resolution Association (HVCDDRA)

Executive Board Member


New York State Society of CPAs

Member


National Society of Public Accountants

Member


Collaborative Divorce

Board Member


American Institute of Certified Public Accountants Inc

Member


2006/2007

Board Member


New York Association of Collaborative Professionals

Board Member


Representative Benjamin Gilman

Member of Economic Advisory Council


North Rockland High School Academy of Finance

Advisory Board Member


Education

Bachelor of Science degree

Accounting

CUNY Brooklyn College


MBA


Master of Business Administration

businesses , professional practices

State University of New York at Albany


Taxation degree

The Bernard M. Baruch College


Web References(56 Total References)


EZKR Management Bios

www.ezkrcpa.com [cached]

Steven M. Kaplan, CPA/ABV, MBA - Partner
skaplan@ezkrcpa.com Mr. Kaplan is the partner in charge of Business Valuation, Forensic Accounting and Litigation Support services for EZKR, providing business valuation, forensic accounting, collaborative practice (matrimonial and civil), alternative dispute resolution, litigation support and tax services for matrimonial, estate and gift, economic damage, dissenting shareholder and merger and acquisition purposes. Steve began his career with Laventhol & Horwath as a junior audit and then senior tax specialist from 1986 to 1989. He has also served as Senior Accountant and then Tax Manager for Theodore Samet & Co., P.C., Konigsberg Wolf & Co., P.C. and Marshall Granger & Co., P.C. From 1998 through 2000 Steve was a manager with the litigation support firm of Goodman, Kahn, Hoffman & Hochman Consulting Co., LLC and its accounting and tax practice affiliate, Kahn, Hoffman & Hochman, LLP, before admission and subsequent service as a partner from 2001 through 2003. Thereafter, until joining EZKR in 2006, Steve was a partner in the valuation and litigation support firm of Blaustein, Lynne & Co., LLP. He has written tax articles for the CPA Journal, appeared on the PBS Dollar for Dollar TV program, served as a tax editor and consultant for Thompson Publishing Co. and Harcourt Brace Professional Publishing, and lectured on a variety of tax, valuation, fraud and matrimonial dissolution topics for organizations including the New York State Society of Certified Public Accountants/Foundation for Accounting Education, the NYS Bar Association, the Family Mediation and Divorce Council (FMDC) and the NY Association of Collaborative Professionals (NYACP). Steve is a past President of the New York State Society of Certified Public Accountant's Rockland chapter, a former member of the NYS Society of CPA's statewide Professional Ethics Committee, and is also past Co-Chair of the NYS Society of Certified Public Accountant's Westchester Chapter Litigation Support Committee. He was also a member of Representative Benjamin Gilman's Economic Advisory Council, and served as an advisory board member for the North Rockland High School Academy of Finance. Steve currently serves as President on the Blind Brook - Rye School District Board of Education, where he is in the midst of a second 3 year term. He also represents financial professionals on the Board of Directors of the multi-disciplinary New York Association of Collaborative Professionals. Previously, Steve has served as a member of the Editorial Advisory Board and been a contributing author for Aspen Publishing's CPA Litigation Service Counselor and for National Litigation Consultants Review. Mr. Kaplan is a 1986 graduate of the State University of New York at Albany, and received his Master of Business Administration - Taxation degree in 1992 from The Bernard M. Baruch College.


Collaborative Divorce Westchester-Putnam Group

www.collabdivorce.net [cached]

Steven M. Kaplan, CPA/ABV, MBA
333 Westchester Avenue - Suite S302 White Plains, NY 10604 Phone: 914-733-7340 Phone: 914-937-6008 x 134


Case Study Archives - S. Kaplan CPA

www.skaplancpa.com [cached]

Steven M. Kaplan, CPA/ABV
Steven M. Kaplan, CPA/ABV Regardless of the situation, Steve always responded in a timely manner.


Steven M. Kaplan, CPA/ABV - S. Kaplan CPA

www.skaplancpa.com [cached]

Steven M. Kaplan, CPA/ABV
Steven M. Kaplan, CPA/ABV Regardless of the situation, Steve always responded in a timely manner. Steven M. Kaplan, CPA/ABV Get in Touch Steve is the founder and owner of S. Kaplan CPA, a practice focused on dispute resolution services. He has over three decades' experience in public practice and is also accredited in Business Valuation (ABV) in addition to holding an MBA in taxation, giving Steve the "seen it all" experience to help clients with their dispute resolution, settlement support, business valuation and forensic accounting needs. Steve has lectured on a variety of tax, valuation, forensic accounting, collaborative practice and matrimonial dissolution topics for several organizations including the New York State Society of CPAs (NYSSCPA), the New York Association of Collaborative Professionals (NYACP), the Hudson Valley Collaborative Divorce and Dispute Resolution Association (HVCDDRA), the Family Divorce and Mediation Council (FDMC), the Collaborative Law Association of Southeastern Pennsylvania (CLASP), the New York State Bar, the Financial Planning Association and the Foundation for Accounting Education. In addition, Steve has shared his expertise by writing articles for the CPA Journal, the CPA Litigation Service Counselor and the National Litigation Consultants' Review. He has appeared on the PBS program, "Dollar for Dollar," and served as a tax editor and consultant for Thompson Publishing Co. and Harcourt Brace Professional Publishing. Born in New York City and raised in Rockland County, Steve now calls Rye Brook home with Fern, his wife of over 20 years. They have two sons, one in high school and one at Duke University. When not assisting clients, Steve enjoys traveling to places where he can take in different cultures, history and cuisine, spending time with his family, and being involved in his local community. He is an avid fan of technology in the office and out and boasts an interesting assortment of gadgets, both useful and novelty alike. Steve and Fern are also dedicated to raising awareness and support for several organizations including the Foundation Fighting Blindness, the Ocular Genomics Institute at Mass Eye and the Ear Institute of Harvard Medical School.


www.skaplancpa.com

Steven M. Kaplan, CPA/ABV
Steven M. Kaplan, CPA/ABV Regardless of the situation, Steve always responded in a timely manner. By the time Sarah� decided to reach out to Steve Kaplan, she had already tried mediation to settle her difficult divorce. The mediation had failed and the client and her spouse were heading toward a court trial, a process that is nearly guaranteed to be both emotionally and financially draining. Looking to provide their client with the highest level of financial advice, Sarah's attorneys recommended she seek additional input from Steve Kaplan. "I interviewed two settlement oriented professionals whose work even in litigation is targeted toward settlement before trial, she reports. The minute I met Steve Kaplan I knew he was a perfect fit for my situation. First off, he works in a solo practice where I knew there would be no red tape as problems arose and problems did arise, BIG TIME. Regardless of the situation, Steve always responded in a timely manner." Despite the difficulties, Sarah knew she had an ally who was up to the job. "Steve had to interview and endlessly remind my ex-husband (a CPA himself) of what missing documents were required and how my ex's statements contrasted with provided documentation. It was obvious that Steve understood accounting as well as, if not much better than, my ex-husband." She also observed that her early assessments of Steve's professionalism were correct. "I discovered that Steve was philanthropic. It suggested, and turned out to be true, that Steve is beyond reproach as ethics and fairness go." In the end, Sarah got the results she had hoped for. "Steve is at the cutting edge of his craft. He stays current with changes in tax and divorce law. Steve and my lawyers built a solid case with documentation and settlement recommendations that allowed us to stop short of a court trial. I feel quite fortunate to have had him in my corner." Throughout a very stressful time, Sarah had the support she needed to achieve her goal and put this difficult chapter of her life behind her. Many people going through a divorce will be able to relate to Sarah's succinct description of her experience working with Steve: Better than medication!


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