Jacob Caplan

Jacob Caplan is a director in the Private Client Services practice, where he advises high-net-worth families, founders, and entrepreneurs on complex tax matters. Jacob has over nine years of advisory experience and has guided clients through mergers and acquisitions of large businesses. Jacob also assists his clients with estate, gift, and charitable planning using the resulting liquidity.

Jacob specializes in the following areas:

• Charitable gift planning
• Estate and gift tax planning
• Tax compliance, consulting, and accounting service for family investment or business partnerships and S Corporations
• Qualified Small Business Stock planning
• Equity compensation planning for corporate executives
• Consulting related to sales, purchase, or exchanges of large real estate properties
• Structuring of sales, mergers, and acquisitions of large privately held businesses
• Federal and state tax audit defense