About
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Careers
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Contact
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal
Services Industries Knowledge Center People

About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

Learn More

Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

Learn More

Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
VIEW THE COMPLETE LIST

Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

Learn More

Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

Read Our Insights

Events

Join us in person and online for events that address timely topics and key business considerations.

Explore Our Events

News

Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

Read Our News
People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal
Back to People

Phil Baptiste, CPA, MT

Partner, Tax

Contact Information

Cleveland, OH
pbaptiste@cohencpa.com
216.774.1169
  • Federal Tax Planning & Compliance
  • Healthcare
  • High Net Worth & Wealth Transfer
  • Manufacturing
  • Private Companies
  • Professional Services
  • Tax Services
  • Wholesale & Distribution

One of Phil’s unique talents is how he handles the complex mix of tax and financial planning for high-net-worth individuals and their businesses. He uses a straightforward approach to analyze the interplay between family and business issues and then provides concrete, practical solutions that make sense for everyone involved.

Phil’s special interests include estate, gift and generation-skipping tax and maximizing the benefit of qualified retirement plans. He also deals with complex business structures and entities, while always keeping an eye on overlapping tax regimes to minimize total taxes paid. Phil has advised on family transfers of businesses that have saved his clients millions in estate taxes. He is also particularly knowledgeable in helping clients take advantage of research and development (R&D) and other tax credits. He frequently works with clients in the healthcare, services, manufacturing, and wholesale and distribution industries.
 
  • Leads the firm’s Retirement Plan Tax Group
  • Former Partner-in-Charge of the Tax Department, COO of Cohen & Company and Cohen & Company Board Member
  • Lorain Community College Foundation Board (Chairman)
  • Ohio Society of CPA
  • American Institute of CPAs
 
Phil and his wife reside in Elyria, Ohio. Phil enjoys golfing and following the local sports teams.

Credentials & Education

  • Certified Public Accountant (Ohio)
  • Master of Taxation, The University of Akron
  • B.A., The University of Akron

Thought Leadership

March 24, 2022

Employee vs. Independent Contractor: 20 Questions to Help You Figure It Out

Read More

March 8, 2021

How Employers Can Offer Disaster Relief Payments to Employees, Tax Free, During the Pandemic

Read More
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy
LinkedIn Twitter Facebook
© 2023 Cohen & Company