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Tag: kaplan cfo

SECURE Act 2.0: Day-to-day Implications Within Your Professional and Personal Finances

We’re halfway through 2023, and enacted legislation of new SECURE Act 2.0 is in effect. Are you sure you know how these changes will financially impact your business this year? Next year? Keep reading to learn more.

Isabel Lancaster: Fractional CFO for Non-Profits, Healthcare and More

Our newest Engagement Partner, Isabel Lancaster, contributes a wealth of multifaceted experience, with more than 25 years spent in financial audits, accounting, strategy, and team management experience.

Ready for financial guidance?
Let's Discuss Your Needs in More Detail.
Contact Us

Office Hours:
Monday – Friday 8am – 5pm

Phone: (828) 778-6907
Email: kaplancfo@gmail.com

Address: 
825-C Merrimon Ave #189
Asheville, NC 28804

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