David Kaplan

Partner at Bernard Robinson & Company

David is a Tax Partner in BRC’s Charlotte office. He is responsible for providing tax compliance and consulting services for a diverse client base. He has over 20 years of tax experience from working in public accounting. Prior to joining BRC in 2018, he was a partner in a South Florida firm. His expertise covers various tax areas and diverse industries but his primary industry experience includes individuals, real estate, closely held companies and family businesses, manufacturing, and retail and wholesale. In addition, David provides services in tax planning, tax research, and representing clients for IRS and state tax examinations, audits, and notices.

Timeline

  • Partner

    Current role

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