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. I started my career with Fidelity Investments in Salt Lake City in 1992.
After graduate school, I worked for Summit Capital Management in Seattle as a trader. Prior to leaving VMF Capital in 2008, I was responsible for more than $150 million in assets. Please see Form ADV for more information about my background and other detailed questions about Cottonwood Asset Management.
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. I started my career with Fidelity Investments in Salt Lake City in 1992.
After graduate school, I worked for Summit Capital Management in Seattle as a trader. Prior to leaving VMF Capital in 2008, I was responsible for more than $150 million in assets. Please see Form ADV for more information about my background and other detailed questions about Cottonwood Asset Management.
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.
We'll create and maintain a chart of accounts to capture all of your financial transactions, provide the right information to manage your business, and prepare federal, state, and local tax returns.
We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.
We'll create and maintain a chart of accounts to capture all of your financial transactions, provide the right information to manage your business, and prepare federal, state, and local tax returns.
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.
Are you anxious about filing your on tax returns?
Even a simple return may require multiple forms.
The instructions often evoke more questions than answers.
While a computer software program may help, there's no substitute for the quality of service and advice you'll receive from an experienced tax professional.
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.
Are you anxious about filing your on tax returns?
Even a simple return may require multiple forms.
The instructions often evoke more questions than answers.
While a computer software program may help, there's no substitute for the quality of service and advice you'll receive from an experienced tax professional.
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.
Most of us look forward to the day when we have the means to bid farewell to our current occupations and explore new horizons.
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.
Most of us look forward to the day when we have the means to bid farewell to our current occupations and explore new horizons.
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