Trust and Estate Update
Scott B Kaplowitch, CPA

2 CPE/CPD in Tax

Speaker Bio
Scott Kaplowitch, CPA
Managing Partner
Edelstein & Company., LLP

For over 20 years, individuals and business organizations throughout New England have turned to Scott as their trusted advisor, seeking his guidance on a wide range of sophisticated transactions and complex tax and regulatory issues such as debt financing, mergers and acquisitions and capital formation. Scott’s practical, well-rounded background in accounting, auditing and tax, enables him to help clients identify creative solutions and put them into place.
While Scott has been called upon to serve as CFO, controller and all-around business advisor, his real calling is to help clients manage tax issues of all kinds. These include:
*  Entity selection
*  Stock options
*  International
*  Multistate
*  Trust and estates
*  Foreign compensation and tax credits
*  Compliance, planning and reporting

   Scott B. Kaplowitch, CPA
Managing Partner
Edelstein & Company LLP
   Scott has been with the firm for over 13 years. He has a broad range of experience working with retailers, wholesalers, real estate entities, construction companies, venture capital funded companies, service companies, and nonprofit entities. Scott has extensive experience in individual, trust, estate, partnership and corporate taxation.

Educational Background:
University of Massachusetts, Amherst, BS in Business Administration
Northeastern University, enrolled in Masters in Taxation program. Expected date of graduation is 2005

CPA, Massachusetts, New Hampshire

Professional Memberships:
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Essex County Estate Planning and Business Council