Joseph A. Caplan, CPA, MBA, a Partner of RRBB, will co-present “Understanding SECURE 2.0: Understanding recent Congressional changes to retirement plans.” Hosted by the Business Networking Group of The Jewish Federation of Somerset, Hunterdon & Warren Counties, the event will be held on March 1, noon – 1:30 p.m., at the Shimon and Sara Birnbaum Jewish Community Center in Bridgewater.

Joe Caplan notes, “It’s critical that both individuals and businesses know the changes that come with this new legislation and how it affects them. So, I’m happy to share my knowledge to help them see that.”

About the SECURE 2.0 Presentation

The Jewish Federation of Somerset, Hunterdon, and Warren Counties is a qualified tax-exempt nonprofit organization under Section 501(c)(3) of the Internal Revenue Code. Each year, the Business Networking Group hosts several events that provide the business communities in Somerset, Hunterdon, and Warren Counties the opportunity to gain visibility and make the valued connections they need to grow. For more information and to register for the event, visit jfedshaw.com/bng.

“We feel it is important to keep the community informed as well as provide networking opportunities. It’s even better when we can bring those two goals together,” Andy Tupler, Co-Chair of the Business Networking Group, comments. Ken Kaplan, Co-Chair, adds, “It’s always a pleasure to be able to see each other in person again and also to meet new business professionals in the community.”

About Joe Caplan

Joe serves as Chair of the RRBB Tax Department. He focuses on providing tax, advisory, attest, and accounting services to owner-managed businesses in various professional service industries. Generally, these industries include medical and dental practices, law firms, real estate, and small businesses. Joe counsels clients on business and tax strategies to assist them in dealing with short- and long-term challenges, opportunities, and growth.

Passionate about the profession, Joe has made significant contributions to the firm, community, and industry. Thus, NJBIZ listed him in the 2019 “Vanguard Series: Accounting” issue. Joe is an active member of the New Jersey Society of Certified Public Accountants (NJCPA). There, he serves as Vice President of the Monmouth/Ocean Chapter and Chair of the Chapter’s Healthcare Committee. Joe is also a member of the Young Member Leadership Committee for the American Institute of Certified Public Accountants (AICPA). Through the AICPA, he graduated from the Leadership Academy, being one of 41 CPAs chosen from around the country.

Joe, a resident of Howell, received his Master of Business Administration from Saint Peter’s University in 2010. He received his Bachelor of Science in Accounting, cum laude, from the College of Staten Island, the City University of New York (CUNY), in 2005.