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1. www.daviekaplan.comHome - Davie Kaplan

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   Feb 6, 2024 · At Davie Kaplan, we provide accounting and wealth management services for businesses, individuals and families. We have proven expertise in tax, audit, financial statement service, compliance and financial planning – and so much more. Whether you need strategies for expanding your business or growing your personal wealth, we can give you the ...

   • Client Corner

     Wealth Care. If you are a Wealth Care client, use our portal...

   • Contact Us

     Contact Us. 28 E. Main Street Suite 1000 Rochester, NY...

   • Our Team

     Our firm has earned a reputation for professionalism,...

   • About

     Expertise you can trust. Relationships you can count on....

   • Business Owners & Individuals

     Individual Services A financial team you can trust with your...

   • Wealth Care

     Wealth Care Objective Advice for Tax-Centric Wealth...

     Retirement Planning

     · Comprehensive Financial Planning

   • Personal Tax and Advisory

     Working with Davie Kaplan, you gain insight from experienced...

   • Estates & Trusts

     Legacy Planning Estate planning to preserve your wealth...

   • Business Tax

     Tax Management Securing every possible advantage for your...

   • Auditing & Financial Statement Services

     Audit & Assurance Financial statement and audit services...

2. www.linkedin.com › in › david-kaplan-cpa-8969446David Kaplan, CPA - Managing Director, Tax - KPMG US - LinkedIn

   www.linkedin.com › in › david-kaplan-cpa-8969446

   View David Kaplan, CPA’s profile on LinkedIn, the world’s largest professional community. David has 2 jobs listed on their profile. See the complete profile on LinkedIn and discover David’s ...

   • Connections: 500+
   • Followers: 1.2K

   • Works For: KPMG US
   • Location: New York, United States

3. People also ask

   Are Kaplan Business School graduates eligible for CPA Australia?

   • Graduates of Kaplan Business School’s Bachelor of Business (Accounting), Master of Professional Accounting, and Master of Accounting are eligible for numerous exemptions that make them eligible for foundational membership of CPA Australia.

   Accreditations and Memberships - Kaplan Business School - KBS

   www.kbs.edu.au/about-us/accreditations-and-memberships

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   Who is Davie Kaplan?

   • At Davie Kaplan, we provide accounting and wealth management services for businesses, individuals and families. We have proven expertise in tax, audit, financial statement service, compliance and financial planning – and so much more.

   Home - Davie Kaplan

   www.daviekaplan.com/

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   Why should you hire a Certified Public Accountant & financial advisor?

   • Expertise you can trust. Relationships you can count on. Our certified public accountants and financial advisors work side by side to provide tax-intelligent holistic guidance to maximize your opportunities and minimize your tax burden. Our team approach brings together the best of both worlds to give you peace of mind and confidence in the future.

   Home - Davie Kaplan

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4. www.panoramicstrategy.com › aboutAbout - Panoramic Strategy

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   David Kaplan's Story I was on a trip to Tel Aviv with my family and 6-year-old daughter when I turned to my wife and said, “ I think I want to start a business .” At the time, I was considering my next steps as the CFO of the Jewish Federation of Columbus – a role I landed in after becoming a CPA and then leaving behind a corporate career ...

5. www.linkedin.com › in › dkapDavid Kaplan, CPA - KPMG | LinkedIn

   www.linkedin.com › in › dkap

   View David Kaplan, CPA’s profile on LinkedIn, a professional community of 1 billion members. Experience: KPMG · Education: University of Wisconsin-Superior · Location: Greater Minneapolis-St ...

   • Connections: 382
   • Works For: KPMG

   • Followers: 383
   • Location: Greater Minneapolis-St. Paul Area

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7. www.linkedin.com › in › david-kaplan-cpa-73225a28David Kaplan, CPA - CEO / Founder - Panoramic Strategy | LinkedIn

   www.linkedin.com › in › david-kaplan-cpa-73225a28

   View David Kaplan, CPA’s profile on LinkedIn, the world’s largest professional community. David has 3 jobs listed on their profile. See the complete profile on LinkedIn and discover David’s ...

   • Connections: 500+
   • Works For: Panoramic Strategy

   • Education: University School
   • Location: Columbus, Ohio Area

8. www.caplancpa.comCertified Public Accountant: David A. Caplan, CPA, MBA

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   About David Caplan. I received my CPA in 1980, while working for a Big 10 public accounting firm. I was employed in various industries from 1981 to 1992, gaining insight on the inner workings of companies, and I received my MBA from Temple University in 1986. In 1992, I purchased an accounting practice, which has increased in size sevenfold ...

9. www.brc.cpa › directory › kaplan-davidKaplan, David - Bernard Robinson & Company

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   David Kaplan Partner, CPA. Charlotte. 2400 Crownpoint Executive Drive Suite 200 Charlotte, NC 28227---MAILING ADDRESS 10020 Monroe Rd Suite 170, PMB 312 Matthews, NC ...