Kaplan, Robert M.

Brad Kalscheur is a partner in the Wealth Planning Services Practice Group. Mr. Kalscheur's practice includes all areas of estate and business succession planning, as well as the structuring and taxation of partnerships and limited liability companies. In his practice, Mr. Kalscheur has assisted with the transfer of many closely-held family businesses between generations, monitoring the viability of the companies while also minimizing taxes of the older generation.

Mr. Kalscheur is a certified public accountant (CPA).