Steven Kaplan, CPA
- Financial Professional
914-733-7340
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Education:
SUNY -Albany, B.S. Accounting, 1986Bernard M. Baruch College, MBA-Tax, 1992
Collaborative Training:
IACP Forums, 2007/9/10/11/12/13/15
Facilitator for NYACP Support Groups for Collaborative Practice, 2011/12/13/14/15
Why Did You Do That: Avanced Team Functioning, 2012
How to Prepare the Client for the Negotiating Table, 2011
Second Hand Trauma, 2012
Practice Areas:
Employment Disputes (Civil Collaborative)
Family Business Disputes (Civil Collaborative)
Probate (Civil Collaborative)
Shareholder/Partner Disputes (Civil Collaborative)
Wills and Trusts (Civil Collaborative)
Business/License Valuations
Professional License and Degree Valuations
Divorce Taxation
Divorce Financial Analysis
Divorce
Practice Groups:
Westchester/Putnam Collaborative Practice Group
Licenses:
CPA
Accredited in Business Valuation (ABV) Conferred by AICPA
Prior Holder of NYS Life, Health and Disability Insurance agent license
Prior Holder of NASD Series 7
Activities:
Executive Board Member - Hudson Valley Collaborative Divorce & Dispute Resolution Association
Memberships:
New York Association of Collaborative Professionals (NYACP)
International Association of Collaborative Professionals (IACP)
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
National Conference of CPA Practitioners (NCCPAP).
