Managing Partners

Howard Kaplan-Newman, CPA

Howard Kaplan-Newman, CPA

Managing Partner

Howard Kaplan-Newman, C.P.A., received his B.S. in Accounting from the Wharton School of the University of Pennsylvania and his MBA in Finance from New York University.Howard began his career at KPMG in Baltimore, and since then, has held various corporate financial positions with companies such as HBO and Primedia. For over ten years, Howard was affiliated with the Boston-based accounting firm of Schwartz & Schwartz, PC, servicing their healthcare tax clients in the New York City area. In 2008, Howard joined forces with Andrew and Richard Schwartz to form Kaplan-Newman, Schwartz & Schwartz, LLC. Through his extensive experience in both public and corporate accounting, Howard has acquired a wealth of knowledge in both tax and business accounting matters specifically related to health care professionals.

Andrew Schwartz, C.P.A.

Andrew Schwartz, C.P.A.

Partner

Andrew D. Schwartz, C.P.A.,  is founder and managing partner of Schwartz & Schwartz, PC, in Woburn, MA.  Since 1993, Andrew has provided tax, practice management, payroll, and basic financial planning services to healthcare professionals and their practices.  Andrew is also the founder of The MDTAXES Network, a national association of CPAs that specialize in the healthcare profession.

Andrew is a frequent speaker at national and area conferences (including the Yankee Dental Congress and the 2012 National Audiology Conference), medical and dental schools, and community events.  He is a regular contributor to QuantiaMD’s website for medical professionals as their “Ask the Expert” columnist for tax and financial advice.

Andrew is the author of many tax and basic financial planning articles on a variety of issues that impact healthcare professionals.  He is frequently interviewed as a tax advisor on current topics in national media, such as ABCNews.com, Washington Post and Wall Street Journal, and local media, such as Greater Boston Radio 92.9 and Boston.com.

Andrew graduated from the Wharton School at the University of Pennsylvania.  He is a member of the Massachusetts Society of CPAs (MSCPA) and the American Institute of CPAs (AICPA).  Andrew was selected as a 2011 and a 2010 winner of Boston Magazine’s “Five-Star Wealth Manager – Best in Client Satisfaction” award.

Richard Schwartz, C.P.A.

Richard Schwartz, C.P.A.

Partner

Richard S. Schwartz, C.P.A., C.V.A., received a B.A. in Economics from Brandeis University in 1985 and an M.S. in Accounting from the Graduate School of Professional Accounting at Northeastern University in 1990.  Prior to joining his brother at Schwartz and Schwartz,  P.C. in 1993, he worked for the international accounting firm PricewaterhouseCoopers, LLP, in their Emerging Business Services Group.

Since joining Schwartz and Schwartz, P.C. he has worked with individuals providing tax expertise as well as small business owners providing both tax and accounting guidance to help their businesses grow.  In 2006, Rick earned the designation of Certified Valuation Analyst from the National Association of Certified Valuation Analysts (NACVA), which he uses to assist healthcare professionals in their evaluation of whether to purchase a practice.