Business & Individual Taxation

We approach tax planning and compliance for private businesses and their owners differently than other firms. We collaborate, both internally and with you, to continually identify planning opportunities that can help minimize taxes, maximize profits and often offset the investment you make with us.
 
Our top-tier tax team, with numerous advanced tax degrees and 100-plus hours of technical training and research each year, which is well beyond state licensing requirements, focuses on the most complex business and high-net-worth individual tax needs. We even meet once a week to stay abreast of the evolving tax landscape and to collaborate on practical, unique ideas and ways to apply them within the tax law. We work with C Corporations, S Corporations, partnerships and LLCs, from start-ups to billion dollar companies, in just about every industry. We also have deep expertise in specialty areas, including state and local tax, international tax, special tax credits and incentives, family wealth, estate and wealth transfer, and IRS appeals and examinations.
 

Specialized Opportunities

State and Local Tax (SALT)

State and local governments add another layer of complexity to the tax planning and compliance process. Our State & Local Tax (SALT) group has years of experience working with issues related to nexus in multiple states and municipalities. In fact, we often find this area provides significant savings opportunities. We assist clients with issues such as income and franchise, sales and use, and real and personal property tax; credits and incentives; and unclaimed property.
 
State and local governments add another layer of complexity to the tax planning and compliance process. Our State & Local Tax (SALT) group has years of experience with state and local tax matters. In fact, we often find this area provides significant savings opportunities. We assist clients with issues such as income and franchise, sales and use, and real and personal property tax; credits and incentives; and unclaimed property.

International

Cohen & Company has specialists with first-hand experience helping entrepreneurial companies take advantage of the tremendous growth opportunities in the global marketplace. Our services include areas such as international tax, multinational accounting and finance, and foreign investments and regulations. In addition, Cohen & Company is an independent member of TIAG® (The International Accounting Group), a worldwide alliance of independent accounting firms. Together, TIAG has a global presence of more than 120 member firms in more than 70 countries.

Cohen & Company’s tax specialists in this area help find innovative, tax-efficient ways to shift generational wealth, often via gifting techniques that maximize wealth transfer and minimize gift and estate taxes, such as Qualified Personal Residence Trusts (QPRTs), Irrevocable Life Insurance Trusts (ILITs) and Charitable Retained Annuity Trust (CRATs).

Family Wealth Services

Our Family Wealth professionals help business owners, professional athletes and other high-net worth individuals, ranging from $10 million to $1 billion in net worth, deal with complex business and estate issues associated with providing for future generations. Our team looks at your comprehensive family and business situation to address areas such as tax, real estate, investments and estate planning. The group has a tax concentration that is unique, yet vital, to the family office dynamic. We also provide a multitude of critical business and personal resources to assist you and always remain independent from specific products.