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Philadelphia Office
1835 Market Street - Suite 1400
Philadelphia
PA 19103
215.569.4143 phone215.568.6603 faxkkaplan@klehr.com
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Keith W. Kaplan

Partner | Corporate | Fund Formation | Tax

Biography

Keith W. Kaplan serves as Chair of the firm's Corporate and Securities Department.

Keith leads one of Philadelphia's most successful investment fund practices.  He regularly represents private investment funds and their sponsors in their formation and operation, and also represents institutional investors in their investment transactions.  His representation of investment funds has ranged in size from $10 million to over $2.5 billion, domestically and internationally.  His broad experience includes venture capital, real estate, buyout, structured finance, distressed debt, special situation, mezzanine and hedge funds.

For more than 25 years, Keith has worked on some of the country's most high profile and notable investment funds.  These intricate transactions can often take as long as 1 1/2 to 2 years to complete and their investor base includes well known university endowments, state and corporate pension plans, education plans and other traditional institutional investors.

In addition, Keith regularly represents clients from across the United States in connection with a variety of business and commercial matters including private placements, private equity investments, mergers and acquisitions, sales and purchases of businesses, partnership and limited liability company transactions, and general corporate matters.

Keith was a practicing Certified Public Accountant prior to becoming an attorney.  His distinctive combination of legal, tax and accounting expertise uniquely positions him to advise clients on a broad range of corporate transactions, while at the same time structuring those transactions in a tax efficient manner.

Credentials

Education

Rutgers University School of Law-Newark, J.D. (1987)

New York University, LL.M., Taxation (1991)

University of Maryland, B.S. (1979)


Admissions

New York

Pennsylvania

New Jersey


Memberships

Member,  Philadelphia Bar Association

Member,  Pennsylvania Bar Association

Member,  American Bar Association

Frequent lecturer,  Fund formation topics

Publications
Co-Author, "New Antifraud Rule Adopted for Pooled Investment Vehicles," Klehr, Harrison, Harvey, Branzburg & Ellers LLP Alert, October 2007 

Proposed Legislation Would Tax “Carried Interest” as Ordinary Income for Private Equity and Other Partnerships, Klehr, Harrison, Harvey, Branzburg & Ellers LLP Tax Alert (July 12, 2007)

Co-Author, New Privacy Rule Requires Written Compliance Plan, May 2003

Co-Author, "Private Equity Funds Experience Regulatory Developments," Technology Times, April 2003