Steven Kaplan, CPA/ABV, MBA
- Firm
- Steven Kaplan, CPA
- Address
-
333 Westchester Avenue
Suite S302
White Plains, NY 10604230 Park Avenue
New York, NY 10169 - Phone
- 9147337340
- Fax
- 914-733-7321
- skaplan@skaplancpa.com
Collaborative Training
| Year | Training Type | Instructor | Hours |
|---|---|---|---|
| 2007/9/10/11/12/13/15 | IACP Forums | Faculty | |
| 2011/12/13/14/15 | Facilitator for NYACP Support Groups for Collaborative Practice | Self | |
| 2012 | Why Did You Do That: Avanced Team Functioning | Self | |
| 2011 | How to Prepare the Client for the Negotiating Table | Self | |
| 2012 | Second Hand Trauma | Self |
Areas of Practice
- 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
Education
| Undergraduate Education | Postgraduate Education |
|---|---|
| SUNY -Albany, B.S. Accounting, 1986 | Bernard M. Baruch College, MBA-Tax, 1992 |
Professional 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
Professional Activities
- Executive Board Member - Hudson Valley Collaborative Divorce & Dispute Resolution Association
Membership in Groups and Associations
- 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).
