Scott Kaplan

Our Partners

Scott Kaplan

SCOTT KAPLAN*

CPA

Email: 
— Practice Group: 
Accounting
— Practice Group: 
Assurance Services

Scott is an Accounting & Assurance Partner at Porte Brown’s Evanston office. He specializes in family owned businesses, in which he evaluates their financial health, provides practical advice to streamline operations, and develops a transition plan for the next generation. He manages a diversified practice of individuals, not-for-profit entities and family businesses in many industries. Scott is regularly involved with assisting his clients identify opportunities to reduce their tax footprint as well as providing business consulting and strategic planning advice.

Professional Experience

Scott received his initial auditing training at Altchuler, Melvoin and Glasser and Lester Witte & Company. In 1984 Scott joined what would eventually become Brown, Kaplan + Liss LLP. He was admitted as a partner of the firm in January 1991. After BK+L’s merger in December of 2014, Scott transitioned to partner at Porte Brown LLC.

Expertise

Accounting, Payroll and Sales Taxes

Assurance Services

Income, Estate and Gift Taxes

Strategic Planning

Business Consulting

Licenses

FINRA Series 7

FINRA Series 66

Illinois Life, Accident and Health Insurance

Education

B.S., Accounting, Indiana University

Certification

Certified Public Accountant

Civic and Professional Involvement

American Institute of Certified Public Accounts:  Member

Illinois CPA Society: Member

Board Member of Turning Point Behavioral Health Center

Board Member of Kevin Kaplan Foundation

Member Evanston Lighthouse Rotary Club

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