Andersen Global
Jacob Caplan is a managing director in the Private Client Services practice, where he advises high-net-worth families, founders, and entrepreneurs on complex tax matters. With more than eleven years of advisory experience, he has guided clients through mergers and acquisitions involving large businesses and counsels them on estate, gift, and charitable planning related to the resulting liquidity.
Jacob specializes in the following areas:
- Charitable gift planning
- Estate and gift tax planning
- Tax compliance, consulting, and accounting services for family investment or business partnerships and S Corporations
- Family office planning
- Qualified Small Business Stock planning
- Equity compensation planning for corporate executives
- Consulting related to the sale, purchase, or exchange of large real estate properties
- Structuring for the sale, merger, or acquisition of large privately held businesses
- Federal and state tax audit defense