Steven M Kaplan, CPA/ABV, MBA

Sep 2024

Steve M Kaplan teamed with a mediator for our separation agreement. Steve addressed the concerns of my spouse as regards financial transparency, best practices to split the financial assets, answered pointed questions as to past portfolio financial performance with clarity.

Steve also provided guidance for current and future tax planning that left us with effective tools.

I will soon be a repeat Steve client to discuss Required Minimum Distribution planning.