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

Laurie Kaplan, CPA

Partner

How she spends her time here

Expertise Industries Membership
  • Accounting and Tax Consulting
  • Estate and Gift Taxation
  • Employee Benefits Consulting
  • Like-kind Exchanges
  • Small Business Start-ups
  • Manufacturing and Distribution
  • Real Estate
  • Automobile and Truck Dealerships
  • Professional Services
  • Retail
  • Restaurants and Hospitality
  • Illinois CPA Society
  • American Institute of Certified Public Accountants
  • Greater North Shore Estate & Financial Planning Council
  • Northwest Suburban Estate Planning Council

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.”

Resource Article

Business Continuation Planning – Is Your Company Prepared?

When COVID locked down the country, many companies had to scramble and implement a disaster recovery plan on the fly. What would the impact be on the business with the unexpected loss of a business owner due to disability or death? Having a proper plan in place when a business owner unexpectedly dies or becomes disabled can have a significant impact on both the survival and value of a company. Having a properly written Business Continuation Plan funded may help minimize the issues caused by the sudden loss of a business’s owner.

read more

New Act Provides Relief for Struggling Businesses

On December 27, 2020, the President signed the Consolidated Appropriation Act (Act), which includes legislation offering $900 Billion in COVID-19 Relief. Many of the Act’s provisions were designed to help business owners who are struggling with the effect of the pandemic on their businesses.

read more