Steve established Kaplan Global Tax Advisor, LLC in 2002 and is managing member. He has over 20 years of experience in tax planning, preparation, and research. In addition to his knowledge of accounting and tax issues as a certified public accountant, Steve is an attorney and member of the bar in the State of Connecticut. His specialties are in the areas of multi-state tax issues, global business and tax planning, global asset protection, Internal Revenue Service representation, and multi-tier venture capital partnership business and tax issues.

Steve was a senior tax manager and service coordinator with Centerprise Advisors, working with their local and national tax groups on a variety of tax projects. Prior to joining Centerprise, Steve was a senior tax manager and service coordinator with the accounting firm of Ernst & Young, LLP where he was responsible for the coordination of global business and tax planning for US, Canadian and UK based entities, including the research and review of multi-state sales and use tax issues, tax allocation of assets, favorable debt structures, and consolidated entity tax issues. Steve has also worked with other accounting firms such as Coopers and Lybrand. He has worked for a commercial real estate holding company and practiced law in Connecticut. He has experience in a variety of industries including paper, technology, food and beverage, real estate, internet based companies as well as advising clients in the medical and legal professions. He has assisted his clients on issues ranging from manufacturing, human resources, sales force deployment to product distribution on a domestic and global basis. In April of 2004 Hartford Magazine chose Steve as member of its “players” series. The series highlights professionals each month whose practices stand apart from their peers. Steve is proud of this honor because the magazine chose Steve and five other CPAs as a result of recommendations from the Connecticut Society of Certified Public Accountants (CSCPA) as professionals they believe represent special qualities among their membership with unique practices.

In 2006 Steve was awarded the “Chair of the Year” award from the CSCPA because of his leadership and results as committee chair of the CSCPA’s federal tax committee in 2005 and 2006. Steve is past chair of the CSCPA committee on Relations to the Bar Association. In addition, he has written articles and led many technical seminars on global and domestic tax issues as well as the associated business planning goals. He was an interviewer for Ernst & Young’s “Weekend Business Report” as heard on local radio, appeared on local television news “Tax Talk” programs and is often asked to contribute to articles on international taxation and business planning published in newspapers and business journals. . In June 2007 Steve became a member of two Task Force Groups from the American Institute of Certified Public Accountants (AICPA) assigned to prepare AICPA member practitioner guides and checklists to assist CPAs in the preparation of U.S. tax forms and tax returns associated with International activities. He is a member of the Board of Directors for Center for First Amendment Rights, which assists school districts in Connecticut in organizing courses on the First Amendment and bringing in nationally recognized speakers to lecture to the students on these issues.

A graduate of Widener University, Steve received both a Bachelor of Science in Business Administration — Accounting and a Bachelor of Arts in Political Science. He is a certified public accountant and a licensed attorney in Connecticut. Steve received a Juris Doctorate from The Syracuse University College of Law. His major program area of concentration was in business organizations and transactions.