Estate Planning Changes for 2021

Just before the election, we recorded a joint webinar with Kroll Law Firm on estate planning, including some important items to consider as we turn the corner on a change in administration.

Estate and Financial Strategies

What You Need to Know in Today's Environment

View webinar to learn more about this topic.

Coronavirus: We're Here to Help

Davie Kaplan, CPA, P.C. is dedicated to our Davie Kaplan family and our clients as we all face this COVID-19 Coronavirus Pandemic together. The link below will take you to our compilation of COVID-19 related information in order to assist you and provide additional resources and insights. As new information emerges we will continue to update these links. Please contact us directly with questions, and stay safe and healthy!

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