Jonathan Caplan

Jordan Caplan
BBA, CPA, CA

Partner, Audit & Advisory
Jordan Caplan Professional Corporation

2 St. Clair Avenue East, Suite 1100, Toronto, ON, M4T 2T5

Canada

Jordan Caplan is a partner in the Audit & Advisory Group at Crowe Soberman. Jordan serves as the International Liaison Partner to Crowe Global, the international accounting body of which Crowe Soberman is a member. Jordan is also a member of the SuRE Services for Family Businesses Group, which provides succession, retirement and estate planning services.

Jordan is regarded by his clients as a trusted advisor and business confidant with a proven record of producing results. Jordan takes a personal interest in the wellbeing of his clients, who range from start-ups to high net-worth individuals to owner-managed and family run businesses to international organizations in multiple jurisdictions. He enjoys working with his clientele to help them achieve their goals.

In addition to accounting and tax, Jordan provides service and advice in the following areas: auditing, business and management advisory, acquisition and sale of business, cash flows and analysis, personal, corporate and trust tax planning and tax compliance, as well as transition, succession and estate planning.

Jordan has extensive experience working with clients in different industries including automobile dealerships, real estate, manufacturing and distribution sectors, Scientific Research & Experimental Development (SR&ED) and the service sector. His experience also includes both domestic and international clients.

Jordan is involved in the volunteer community and currently sits on the Professional Advisory Committee for the Jewish Foundation of Greater Toronto and previously on the Board of Trustees. Jordan was honoured as the recipient of the 2014 PAC Award of Excellence for his work on the committee. Jordan previously served as the Treasurer and Chair of the Finance Committee for the Oakdale Golf and Country Club and sat on the Board of Directors as well as the Audit Committee.

Education

  • Bachelor of Business Administration (BBA), York University (Schulich School of Business)

Professional Affiliations

  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)

Community Involvement

  • Professional Advisory Committee Chair, The Jewish Foundation of Greater Toronto
  • Past member of the Board of Trustee, The Jewish Foundation of Greater Toronto

What is the most common question you receive from clients?

"The question I hear most often is "how do I save tax?" - which really isn't surprising given the high tax environment we find ourselves in. So what I like to do is I like to get to know my clients, work with them and their families to come up with a solution in order to minimize their tax and maximize their value."