Laurie Kaplan, CPA, has been with MichaelSilver for over 25 years and became a Partner in June 2018. She serves as Co-Chair of the Firm’s Estate Practice Area as well as the head of the Firm’s Trust practice. In addition Laurie services as the Firm’s key employee benefit plan specialist, consulting and advising clients on plan selection, design, set-up, and administration.
Laurie has served as a trusted advisor to clients for over 25 years, managing and addressing tax and accounting issues within a variety of industries, including manufacturing and distribution, retail, bar and restaurants, real estate, automobile dealerships, and professional service providers.
Laurie began her career in accounting and auditing and transitioned to the area of taxation in 1990. Her accounting background and consultative approach allows Laurie to partner with clients to address their personal and business needs. She develops innovative solutions for her clients based on her expertise in like-kind exchanges, small business start-ups, and estate and gift taxation.
Laurie Kaplan, CPA
How she spends her time here
How she got here
Bachelor of Science in Accountancy, University of Illinois at Urbana-Champaign
How she approaches her work
“I partner with my clients to proactively address their personal and business needs and encourage collaboration between all members of the client’s service team to ensure the highest quality service and advice.”
HOW SHE SPENDS HER TIME ELSEWHERE
“I enjoy reading, math puzzles, jigsaw puzzles, and spending time with my family.”