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Elizabeth K. Caplan, CPA

Liz Caplan received her undergraduate degree from George Washington University. Early in her career, Liz served on the staff of the regional accounting firm of Grabush, Newman & Company. After that, she served as Treasurer of WCBM Radio in Owings Mills, Maryland.

In 1987, Liz founded Caplan & Company, P.A. Her clients include many locally owned businesses in the Baltimore area. Liz has extensive experience in both corporate and individual taxation. In addition, she specializes in assisting clients in buying and selling their businesses.

In addition to her work with Caplan & Company, Liz currently serves as Treasurer on the board of the Women's Law Center of Maryland.

Richard M. Caplan, CPA

Richard Caplan received his undergraduate degree from Washington and Lee University. He also holds a Master of Business Administration from the University of Maryland, as well as a Master of Science in Taxation from the University of Baltimore.

Richard has been licensed as a certified public accountant since 1980. The early portion of his career was devoted to real estate management and work with individuals of high net worth. In 1992, he joined his wife Elizabeth's firm, Caplan and Company, P.A.

In addition to working with both business and individual tax clients, Richard's practice includes an extensive concentration in the areas of estate administration and trusts. He has worked with many attorneys and personal representatives in the preparation of all accounting issues related to Internal Revenue Service Filings, individual state filings and court filings. He also works with the trustees of Special Needs Trusts in preparing the annual reporting documents required by the court's overseeing trust administration.

In his spare time, Richard is an avid black and white photographer. He has regular exhibitions throughout the country and has received several awards for his work. This experience has led him to help many artists to achieve their financial goals.

 
    Commercentre East
1777 Reisterstown Road
Suite 363
Baltimore, Maryland 21208

Telephone: (410) 653-9500
Fax: (410) 653-9567
E-mail: cpa@caplanandco.com
 


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