Philip Kaplan
Naples,FL
Summary
Accomplished and motivated retired Sr. VP Tax and Treasurer, attorney and Certified public accountant for $20 Billion Revenue Company with responsibility for all of North America with career history in Area of mergers & acquisitions, all areas of finance, and corporate taxes , especially international taxes. Offering exceptional leadership and staff development skills proven to build trust and communicate effectively across all organizational levels. Coordinated with boards of directors and C-suite executives to initiate and execute strategic business plans that achieved key objectives.
Overview
39
39
years of professional experience
Work History
Investment & Tax Consultant
Self-employeed
Naples, FL
05.2012 - 12.2023
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Developed long-term tax planning strategies for clients.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
Senior VP of Tax and Treasurer
BASF Corporation
Florham Park, NJ
12.1984 - 05.2012
- Strategically guided leadership teams through challenging periods by leveraging [Industry] knowledge and business acumen.
- Developed and implemented policies to ensure responsible fiscal management.
- Collaborated with program leaders and staff to provide education and training on finance and accounting procedures.
- Managed cash flow forecasting activities in accordance with organizational goals.
- Researched and resolved discrepancies related to accounts receivable and payable issues.
- Advised executives on contracts with significant financial implications.
- Led annual financial audit and preparation of support for audited financial statements.
Education
J.D. -
De Paul University
Chicago, IL06-1974
BBA - Management Science
University of Massachusetts Amherst
Amherst, MA06-1970
Some College (No Degree) - Accounting
University Of Marylaand
College Park, MDSome College (No Degree) - Accounting
Providence College
Providence, RISkills
- Strategic Planning
- Corporate Tax and Financial Strategy
- Financial Due Diligence
- Financial Management
- Financial Control
- International Tax Planing
- Investing well over $100 Million for Pension Funds
- Merger and Acquisitions Team Leader
- All Treasury Functions, including Financial Planning, Credit, Real Estate, and Insurance
- Investment Management
Accomplishments
- Attorney licensed by the State of Illinois
- CPA licensed by the State of Massachusetts, Federal Courts including Supreme Court of the United States
Languages
German
Limited
Affiliations
- Naples World Council of Affairs
- Interest in International Issues
- Sports, especially Ice Hockey, Baseball, Tennis, Golf, & Football, both College and Professiona;
- Interest in Assisting those where English is a Second Language
- Interest in improving education especially at Grades K-12
- Interest in Improving Mental Health especially for Students, Teachers, and Retired Veterans
Timeline
Investment & Tax Consultant
Self-employeed
05.2012 - 12.2023
Senior VP of Tax and Treasurer
BASF Corporation
12.1984 - 05.2012
J.D. -
De Paul University
BBA - Management Science
University of Massachusetts Amherst
Some College (No Degree) - Accounting
University Of Marylaand
Some College (No Degree) - Accounting
Providence College
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