Geller
Dan Kaplan, CPA, currently serves as a Senior Tax Manager at Geller & Company since May 2020. Prior to this role, Dan held the position of Tax Manager at Apercen Partners LLC for a brief period in early 2020. From July 2012 to December 2019, Dan worked at CohnReznick LLP, progressing from Senior Tax Manager to Tax Manager and earlier serving as a Senior Tax Accountant. Dan's career began as an Accountant at Goldstein Lieberman & Company LLC from September 2007 to June 2012. Dan holds a Bachelor of Science in Accounting from the University at Albany, earned between 2003 and 2007.
Geller
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Geller provides strategic financial, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating business and foundations. Geller was established in 1984. Since this time, we have continued to advance our infrastructure and in-house capabilities to support our clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors. For more information, visit gellerco.com. Visit the Geller Advisors LinkedIn page for information about our private wealth management and family office services: linkedin.com/company/geller-advisors