Jordan Caplan
Incorporated Partner @Crowe Soberman
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WORK HISTORY
Incorporated Partner @Crowe Soberman
Toronto, CA
As an incorporated partner in Crowe Soberman LLP\'s Audit & Advisory practice, I serve a wide range of clientele, from high net-worth individuals to owner-managed businesses, to international organizations in multiple jurisdictions. I work closely with my clients to help them achieve their goals.I previously served as the International Liaison Partner to Crowe Global, the international accounting body of which Crowe Soberman is a member.I also have extensive experience working with clients in different industries including: the auto industry, real estate holdings and development, the manufacturing sector and the service sector. This experience includes both domestic and cross border clients. I have over 40 years experience working with private enterprise clients, as an advisor to, and accountant in mid-sized accounting firms providing sound insight and counsel to my clients.I am involved in the volunteer community and previously Chaired the Professional Advisory Committee for the Jewish Foundation of Greater Toronto. I was honoured as the recipient of the 2014 PAC Award of Excellence for my work on the committee.
EDUCATION
Schulich School of Business - York University
BBA
SKILLS
ABOUT JORDAN CAPLAN
In addition to accounting and tax services I also provide audit, business advisory, cash flow, personal and corporate tax planning, and succession and estate planning services.I have extensive experience working with my clients in many industries which include: the manufacturing sector, Scientific Research & Experimental Development (SR & ED), distribution and the service sector. This experience includes both domestic and cross border clients. I also serve as the International Liaison Partner to our international affiliation, Crowe Horwath International.I have over 25 years experience working with private enterprise clients, as an advisor to, and accountant in mid-sized accounting firms providing sound insight and counsel to my clients.Specialties: Providing excellent service and tax advice to my clients, succession planning, manufacturing sector, Scientific Research & Experimental Development (SR & ED) as well as international and cross border transactions.
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