Steven Kaplan

333 Westchester Avenue
White Plains, New York 10604
United States
Office Phone: 914-733-7340
Member since 2007
Membership Type: IACP


Financial Professional

A CPA focused on resolution of disputes and conflicts out of court, I practice as a neutral financial professional in matrimonial and civil (closely held business, probate and employment) matters, focusing in the areas of business valuation, financial and tax advisory services, and forensic accounting. My background and experience, including an MBA and prior Series 7 and life insurance licensure, provides me with the tools to enable me to handle and successfully assist with resolution of a wide variety of matrimonial and civil conflicts, whether it be assistance with valuation, budgeting, equitable distribution, support, taxation, economic damage and/or financial planning concerns. I also provide business appraisal services for estate, gift and other tax purposes, as well as for business succession planning.

Area(s) of Practice: Civil Law, Collaborative Law, Financial, Mediation, Probate Law, Tax Law, Valuation
License(s): Certified Public Accountant (CPA) - State of New York ~ ~Prior holder of NYS Life, Health and Disability Insurance Agent license ~ ~Prior holder of NASD Series 7

Professional Activities

Board of Directors member and former Treasurer - New York Association of Collaborative Professionals ~ ~New York State Society of CPA's - Professional Ethics Committee - former member ~ ~Blind Brook School District - Board of Education Member 7/06 - 6/12 and President (7/08 - 6/11) ~ ~New York State Society of CPA's Rockland Chapter - Past President

Undergraduate Education

State University of New York at Albany, B.S. - Accounting '86

Postgraduate Education

Bernard M. Baruch College, MBA - Taxation '92

40+ hours of Continuing Professional Education per year as a licensed Certified Public Accountant

Professional Education

Accredited in Business Valuation (ABV) - American Institute of Public Accountants


Conflicts and disputes are difficult and emotional, but their resolution can be successful, respectful and private if done using a process geared to understanding, listening, and exchange and exploration of ideas. My work as a collaborative neutral financial professional - emphasizing education and problem solving, allows me to do these things in a manner that results in success for my clients, and for me, personal satisfaction.