Steve will be presenting about non-traditional financial accounts and assets, covering what you need to know about payment platforms such as Venmo, PayPal, and Zelle, as well as discussing BlockChain and the emerging range of cyber assets and technology supported by BlockChain, ranging from Bitcoin and Ethereum and Solana to NFT's (Non-Fungible Tokens).  Perhaps you have heard terms like Airdrop, Forks, Wallets, Lockers and NFT, or heard about applications like Coinbase.   Are they relevant to a case (if not yet, they will be soon), and how do we deal with them? Are they things you should embrace for your practice or your personal life? Come curious and armed with questions.

 

You will receive the Zoom log in information in a confirmation email
1.5 CLE and CFP credits will be provided

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Steven M. Kaplan, CPA/ABV is the founder and owner of S. Kaplan CPA, a practice focused on dispute resolution services.

He has over three decades’ experience in public practice and is also accredited in Business Valuation (ABV) in addition to holding an MBA in taxation, giving Steve the “seen it all” experience to help clients with their dispute resolution, settlement support, business valuation and forensic accounting needs.

Steve has lectured on a variety of tax, valuation, forensic accounting, collaborative practice and matrimonial dissolution topics for several organizations including the New York State Society of CPAs (NYSSCPA), the New York Association of Collaborative Professionals (NYACP), the Hudson Valley Collaborative Divorce and Dispute Resolution Association (HVCDDRA), the Family Divorce and Mediation Council (FDMC), the Collaborative Law Association of Southeastern Pennsylvania (CLASP), the New York State Bar, the Financial Planning Association and the Foundation for Accounting Education. In addition, Steve has shared his expertise by writing articles for the CPA Journal, the CPA Litigation Service Counselor and the National Litigation Consultants’ Review. He has appeared on the PBS program, “Dollar for Dollar,” and served as a tax editor and consultant for Thompson Publishing Co. and Harcourt Brace Professional Publishing.

Born in New York City and raised in Rockland County, Steve now calls Rye Brook home with Fern, his wife of over 20 years. They have two sons, recently graduated from college. When not assisting clients, Steve enjoys traveling to places where he can take in different cultures, history and cuisine, spending time with his family, and being involved in his local community. He is an avid fan of technology in the office and out and boasts an interesting assortment of gadgets, both useful and novelty alike. Steve and Fern are also dedicated to raising awareness and support for several organizations including the Foundation Fighting Blindness, the Ocular Genomics Institute at Mass Eye and the Ear Institute of Harvard Medical School.

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Melissa Goodstein, Esq. graduated from Brandeis University and received her J.D. degree from Benjamin N. Cardozo School of Law in 1990.  In 1992, she completed mediation training and in 1993 started a private practice specializing in divorce mediation with offices in Westchester and New York City.  In 2003, Melissa received training in collaborative law and in 2005 was trained in the interdisciplinary collaborative team model.   Melissa practices exclusively within the mediation and collaborative divorce models.  Her practice is located in Katonah, New York serving clients throughout Westchester County and Putnam County and the surrounding New York metropolitan area.  Melissa is a member of the NYS Council of Divorce Mediation, the Greater NY Council of Family and Divorce, the NYACP and the IACP. She is also a member in good standing of the Westchester Women’s Bar Association and has completed advanced training in both mediation and collaborative practice.

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