Lawrence “Larry” Kaplan, CPA, EAVice President

    Larry Kaplan joined Smoak, Davis & Nixon LLP (SDN LLP) in 2013 after relocating from South Florida and was admitted as a Partner in 2020. He specializes in wealth transfer/estate planning, transaction and advisory services, investment, tax and financial planning for high-net-worth individuals, business owners and executives. He has significant experience in providing financial counsel on income tax, estate and gift tax, investments, charitable and retirement planning matters. Additionally, Larry provides clients with tax planning and compliance services whether it be individuals, partnerships and LLC’s, S Corporation, and C Corporations.

    He is a Certified Public Accountant (CPA), and IRS Enrolled Agent (EA). Larry has also passed the Series 65 Uniformed Registered Investment Advisor Examination and also works with clients of the Firms Registered Investment Advisory Business, River Capital Advisors, L.C.

    Professional Affiliations
    American Institute of Certified Public Accountants
    Florida Institute of Certified Public Accountants
    Estate Planning Council of North East Florida

    Education
    Master of Accounting (M.Acc.), Florida International University
    Master International Business (MIB), University of Florida
    B.S., Finance, University of Florida

     

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