Retirement Planning

Have you assessed your retirement plan? The time to start planning your future is now!

  1. Have you determined when or if you plan to retire?
  2. Have you calculated the capital you will need to fund retirement?
  3. Have you identified probable sources of retirement income other than investment earnings?
  4. Have you considered the availability of social security and the appropriate age to start receiving benefits?
  5. Have you determined the appropriateness of annuities and reverse mortgages to finance retirement costs?
  6. Have you taken into account unexpected costs in retirement (e.g. health care or caring for a loved one)?

Gary M. Kaplan, Certified Public Accountant and President of Gary M. Kaplan, C.P.A., P.A. is a Certified Specialist in Retirement Planning™ (CSRP).  This designation was awarded by The National Institute for Excellence in Professional Education, LLC, in conjunction with various state societies of CPAs and Surgent and Associates, LLC.

To earn this designation, Gary was required to complete a curriculum of seven courses meeting core and elective obligations ranging from basic ideas to advanced concepts:

  1. Surgent McCoy’s Guide to Wall Street Investments & Their New Tax Implications
  2. New Critical Decisions in Selecting the Best Retirement Plan for Small Businesses
  3. Everything You Need to Know About Retirement Plan Distributions
  4. Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
  5. What Every CPA Should Know About Life Insurance Products and Planning
  6. What Every Professional Should Know About Elder Care Planning
  7. Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

At the completion of each course, each candidate must earn a passing grade on a rigorous timed exam.  Designation candidates are also required to meet prerequisites of education and experience and to meet high ethical standards.  Gary will also be required to meet ongoing standards of continuing education to retain this designation in good standing.

Gary M. Kaplan, C.P.A., P.A. can help you with every aspect of your tax preparation and planning, including individual, partnership, and corporate returns. In the event of a tax audit, Gary is authorized to appear on your behalf before the Internal Revenue Service. We also offer a complete range of accounting and financial reporting services to fit your needs, including: retirement planning, cash projections, budget analysis, compilations, reviews, bookkeeping, and payroll management.

We are not registered investment advisers and, therefore, will not give investment advice. We will, however, coordinate our retirement planning activities with an investment adviser of your choosing.

Gary Kaplan’s desire for excellence shows in his training, experience and service he provides. He completed his undergraduate degree at Nova Southeastern University. He went on to earn both his Masters in Accounting at Nova Southeastern University and his Masters in the Science of Taxation at Florida International University. Gary has been practicing as a Certified Public Accountant since 1997, attaining his expertise in all aspects of accounting, business and personal tax and strategic planning. He listens to each client and helps them achieve their own, unique goals. Gary values educating others and giving back to his community: he has served as an Adjunct Professor of Accounting at Florida Atlantic University, and has given accounting presentations at St. Thomas University School of Law.

Gary is licensed to practice in Florida, Maryland, Utah, Washington, D.C., and New York. He has gained a reputation as a professional who provides quality work, value, and personal attention to his clients.

The CSRP program is designed not only to promote professional competence in retirement and investment planning, but also to provide the public with a high standard by which retirement planning professionals may be judged.  Those who have successfully earned the Certified Specialist in Retirement Planning™ designation have achieved this goal through completion of an intensive series of integrated courses in this subject area, and thus have earned the practical knowledge necessary to provide the best possible service to the general public.