Burton R. Kaplan, CPA, Senior Consultant

Background

Burt Kaplan has 50+ years of corporate, partnership and individual tax, business accounting and management expertise.  Prior to merging with Warady & Davis LLP (W&D), Burt was the Principal of Burton R. Kaplan LLC.

Early in his career, Burt was a field agent for the Internal revenue Service.  He was promoted to Field Audit Leader and was responsible for compliance oversight for one of the U.S.’ wealthiest families and its related interests.  He was also selected as an instructor and taught the basic individual and partnership courses to new incoming agents.

Subsequently, Burt joined the firm Siegel, DeGraff & Kaplan and in 1978 he formed his own practice, Burton R. Kaplan LLC. In 1980, Burt acquired a seat on the Chicago Mercantile Exchange.  In addition to serving his tax and accounting clients in his own practice, he acted as an options and futures trader for many years.

Areas of Specialization

Burt’s areas of industry specialization include commodities and options traders, professional service organizations including law firms, and other closely-held businesses and high net-worth individuals.   Burt has in-depth expertise in business accounting and management, tax compliance, tax research and tax planning projects for both companies and individuals.  He has successfully represented clients before the IRS and various State authorities with respect to income and sales tax audits.

Professional Affiliations

• American Institute of Certified Public Accountants
• Illinois CPA Society

Community & Business Involvement

• Member of the Chicago Mercantile Exchange

Education

• Bachelor of Science Degree in Accounting from the University of Illinois Champaign-Urbana
• Licensed CPA in the State of Illinois