David Kaplan, CPA, CFA is the President of Cottonwood Asset Management. As a CPA and a CFA, with more than 20 years of finance and investment experience, I strive to be a broad-based resource for my client's everyday financial needs. As a CPA, I can prepare individual, corporate and partnership tax returns, and assist with tax planning.
With my investment background, I recommend my clients' investments are consistent with their tax situation and are consistent with the client's risk tolerance, time horizon and sophistication level. I received my undergraduate degree from the University of Utah in 1992 and my MBA degree from the University of Washington in 1996.
With my investment background, I recommend my clients' investments are consistent with their tax situation and are consistent with the client's risk tolerance, time horizon and sophistication level. I received my undergraduate degree from the University of Utah in 1992 and my MBA degree from the University of Washington in 1996.
Services
Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.
Tax law is a complicated affair that changes with each season. Through rigorous professional training and routine participation in industry briefings, we sustain mastery of the current tax law, complex tax code, and new tax regulations. This discipline enables us to offer a full range of tax planning, preparation, and support services.
It's easy to get caught up in all of the activities and responsibilities of our day-to-day lives. And yet we need to think about the future, especially with respect to our financial well-being. For a modest investment of your time to help us get to know you and the life you want to create, we'll help you craft a financial roadmap to meet your obligations, manage risk, and build wealth.
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