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Michael Kaplan, CPA
Rory Gannon, CPA, CVA, MST
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Succession Planning
Transactional Advisory
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Accounting & Assurance Services
Accounting & Bookkeeping
Agreed-Upon Procedures
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Employee Benefit Plan Audits
Evaluations of Internal Controls
Reviews & Compilations
Advisory Services
Client Advisory and Accounting Services (CAAS)
CFO Services
Closely Held Businesses
Employee Benefits Plans
Estate & Gift Tax Planning
Mergers & Acquisitions
Other Consulting Services
Succession Planning
Transactional Advisory
Forensic & Valuation Services
Assistance with Financial Disclosures
Business Valuations
Market Value Assessment
Damage Analysis
Data Analysis
Digital Asset & Blockchain Services
Estate Litigation
Expert Testimony
Forensic Accounting Services
Fraud Detection & Financial Investigations
Law Firm Accounting Services
Litigation Support
Matrimonial Dissolution
Shareholder Disputes
Tax Planning Services
Cash Flow Planning
Compensation Planning
Entity Structure
Estates, Trusts & Gifts
International Tax
Nexus Studies
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