RRBB Accountants and Advisors announced the addition of two new partners based in the Somerset office, Joseph Caplan and Salvatore Lubrano Lavadera, both effective Jan. 1.
“At RRBB, our people are our biggest assets. Both Joe and Sal provide open-minded forward thinking. We are all thrilled to see them continue to grow and bring success to our firm,” said Dave Roth, managing partner and CEO of the firm.
Caplan, who was hired in August 2021 to serve as chair of the RRBB Tax Department, focuses on providing tax, advisory, attest and accounting services to owner-managed businesses in various professional service industries. Primarily, these industries include medical and dental practices, law firms, real estate and small businesses. He counsels clients on business and tax strategies to assist them in dealing with short- and long-term challenges, opportunities and growth.
Caplan leads the RRBB Tax Department, exemplifying the qualities of a mentor willing to create and implement talent development internally, while also having the capabilities to enhance firm revenue and profitability. Before joining the firm, Caplan was the local professional services leader for a national accounting firm, where he focused on providing services to those in the health care and law firm space.
“Coming from a large firm, I am excited to now have the opportunity to be an entrepreneurial advocate. Here, I can provide the attention needed for clients and prospective clients to develop and achieve their financial goals. I look forward to also improving our employee experience by implementing more advanced technology, soft-skill training and other crucial skills necessary for us to develop and become a more modern and diverse talent force,” Caplan said in a prepared statement.
Having started his career at RRBB more than a decade ago, Lavadera concentrates in public company audit and advisory services, mergers and acquisitions, and controller type accounting and consulting services. Often acting as the controller for companies going public, Lavadera uses his extensive knowledge in financial reporting to work directly with the company’s accounting department and chief financial officer. Additionally, he acts as the liaison between buyers and sellers in M&A transactions, providing due diligence services, including the preparation of quality of earnings analyses.
“This is so much more than just a job, numbers and dollar signs. It’s important that I can focus on client relationships while working on complex, challenging work. I’m fortunate to have that opportunity. Here, we provide all the tools necessary to succeed. So, it’s up to you to decide how far you want to go in your career. For that, I am extremely thankful,” Lavadera stated.
