Yale Kaplan

Yale Kaplan brings over 47 years of experience advising closely held businesses, entrepreneurs, and high‑net‑worth individuals on tax strategy, estate planning, accounting, and financial planning. As Director of Kaplan Company, he is known for delivering practical, strategic guidance that helps clients navigate complex financial decisions with clarity and confidence. Before founding Kaplan Company, Yale served as Executive‑in‑Charge of Entrepreneurial/Tax Services at a Big Four accounting firm, where he led multidisciplinary teams supporting clients across tax, accounting, and audit engagements. His work included advising on financing alternatives, business structuring, and strengthening internal control environments—experience that shapes his proactive, relationship‑driven approach today. Yale is recognized for his commitment to communication, responsiveness, and trusted partnership, ensuring clients receive thoughtful, timely advice aligned with both their business and personal financial goals.