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Our Team

Our Team

JEFFREY L. KAPLAN, CPA, JD, CFP®

jkaplan@kkacpa.com

Partner

Jeffrey is a shareholder in the firm of Kaplan, Mills, Katzman, Klein & Koterba, P.C. Jeff was previously a tax manager at both Grant Thornton and Arthur Andersen & Co. In addition to performing services relating to traditional tax and accounting matters, Jeff is involved with KKA Financial Services, LLC, a related company involved with financial and estate planning, insurance, and investment management. Jeff received his Bachelor of Business Administration degree from the University of Michigan and his Juris Doctor degree from Wayne State University.

HOWARD J. MILLS, CPA, MST

hmills@kkacpa.com

Partner

Howard is a shareholder in the firm of Kaplan, Mills, Katzman, Klein, & Koterba, P.C. Howard has over 25 years of client service excellence. He was previously Managing Director of Tax Services for the Detroit office of a “Big 4” International Accounting Firm. Howard has significant experience providing tax and business planning for privately owned entrepreneurial businesses, real estate ventures, partnerships, family partnerships, high net worth individuals, as well as trusts and estates. Howard is well respected for his technical tax knowledge and creative tax planning abilities—he is the recipient of the prestigious American Institute of Certified Public Accountants Elijah Watt Sells Award and the Prentice Hall Inc. Graduate Tax Award. Howard earned a Bachelors Degree in Accounting and a Master’s Degree in the Science of Taxation (with honors) from Walsh College in Troy Michigan. He is a previous adjunct professor of taxation at Walsh College. Howard is a member of both the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accounts (MICPA).

WILLIAM KATZMAN, CPA

val@kkacpa.com

Partner

William ("Val") was previously a shareholder in the firm of Ernst & Company, P.C. and a partner at Laventhal & Horwath in charge of accounting and business advisory services. Val is a shareholder in the accounting firm of Kaplan, Mills, Katzman, Klein & Koterba, P.C. Val received his Bachelor of Science degree from Wayne State University in 1959. Val is a member of the American Institute of Certified Public Accountants, Michigan Association of Certified Public Accountants, the Michigan Accountants Guild, and other professional associations.

ROBERT J. KLEIN, CPA

rjklein@kkacpa.com

Partner

Bob is a shareholder in the firm of Kaplan, Mills, Katzman, Klein & Koterba, P.C. Bob began his career in 1974 with J.K. Lasser & Co. (now Deloitte + Touche), and spent over thirteen years in the automotive supplier industry, including ten years as chief financial officer of Aetna Industries, Inc. Bob received his Bachelor of Business Administration degree (with distinction) from the University of Michigan, and is currently a member of both the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

JILL E. KOTERBA, CPA

jill@kkacpa.com

Partner

Jill is a shareholder in the firm of Kaplan, Mills, Katzman, Klein & Koterba, P.C. Jill was previously an audit manager at Grant Thornton and a senior accountant at Deloitte, Haskins and Sells (now Deloitte + Touche). Jill graduated with honors from Michigan State University receiving her Bachelor of Arts degree. She is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

GLORIA K. MOORE, CPA

gmoore@kkacpa.com

Manager

Gloria is a Manager in the firm Kaplan, Mills, Katzman, Klein & Koterba, P.C. Gloria has over 20 years of tax, accounting, and audit experience in a variety of industries, with a concentration in real estate and service businesses. Gloria’s experience includes management roles in public accounting and private industry, as well as over a year as an accounting manager for the regional office of a public company. Gloria holds an MBA from Capella University and a BSBA with an emphasis in accounting from Lawrence Technological University, where she graduated summa cum laude. Gloria is also a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

WAYNE W. NUNEZ, CPA

wayne@kkacpa.com

Manager

Wayne is a Manager in the firm Kaplan, Mills, Katzman, Klein & Koterba, P.C. Wayne began his career with Arthur Andersen, LLP in 1995 and has 15 years of public accounting experience with Andersen and Deloitte Tax, LLP. Wayne also spent 5 years as corporate controller of a closely-held real estate development company. Wayne received his Bachelor of Business Administration degree from Eastern Michigan University in 1994 and is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

MARIE K. NIMER

mkn@kkacpa.com

Staff Accountant

Marie is an associate in the firm Kaplan, Mills, Katzman, Klein & Koterba, P.C. Marie was previously a manager in a small business department at Laventhal & Horwath where she supervised various hotel and restaurant clients along with manufacturing, real estate and various industries. She has over 35 years of experience in public accounting. Marie received her Bachelor of Business Administration from Western Michigan University in 1974.

JUDITH A. HUTCHINSON, CPA, CMA

judy@kkacpa.com

Staff Accountant

Judy is an associate in the firm of Kaplan, Mills, Katzman, Klein & Koterba, P.C. She had over 17 years of experience in public accounting before joining the firm. Her experience is in diverse industries, including professional service corporations, broadcasting, manufacturing and retail. She also has experience as a corporate controller. Judy graduated from Oakland University and is a Certified Public Accountant and a Certified Management Accountant. She is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

Pamela Diener

Pam@kkacpa.com

Staff Accountant

Pam is an associate in the firm of Kaplan, Mills, Katzman, Klein & Koterba, P.C. She has over 40 years of experience in both public and private accounting. For the better part of 36 years she worked as an associate with Bert Stein, CPA. In her private accounting experience she has acted as the controller of a creative arts/advertising firm and an assistant controller in a private equity firm dealing with investment tracking, compliance and other duties related to the private equity industry.

LESLIE SHAPIRO

leslie@kkacpa.com

Executive Secretary

Leslie joined Kaplan, Mills, Katzman, Klein & Koterba, P.C. in September 2005 in the capacity of Administrative Assistant. She has 35 years of experience as an Administrative Assistant, Office Manager and Executive Secretary. Leslie also assists our clients with their personal financing such as paying bills, bank reconciliations, and opening and closing bank accounts.

SUE WILCOX

sue@kkacpa.com

Executive Secretary

Sue has over 20 years of experience, 14 of which have been with our firm as an Executive Secretary which includes such tasks as processing tax returns, typing and proofing of financial statements and various other administrative tasks.