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

Scott Lichtenstein, CPA

Partner, Tax

Contact Information

Cleveland, OH
slichtenstein@cohencpa.com
216.774.1151
  • Federal Tax Planning & Compliance
  • High Net Worth & Wealth Transfer
  • Private Companies
  • Tax Services

Working closely with client families that span generations and have complex business and tax concerns, Scott knows the importance of building a personal relationship from day one. He takes a hands-on approach to client service and would rather pick up a phone or, better yet, meet face-to-face to discuss any matter or issue.

An integral part of the Family Wealth Group, Scott has more than 20 years of experience working with partnerships, S Corporations, trusts and individuals related to tax planning and compliance. He specializes in complex tax compliance and sophisticated planning for high-net-worth individuals and their families and has experience with numerous Goldman Sachs clients. In addition to proactively providing in-depth tax guidance, strategy and long-term projections, Scott coordinates clients’ advisory teams to seamlessly address family, business, tax and estate-related issues. As part of his comprehensive service, Scott provides trustee and consulting services to clients, including helping negotiate deals on behalf of trusts and their assets. He also sits on various family investment committees and assists international clients with U.S. tax treaties, such as helping foreign individuals navigate the complex interplay between international and U.S. tax law.

  • Involved in the firm’s business development initiatives
  • Serves on various family investment committees
  • New Member Committee of Beechmont Country Club
  • Ohio Society of CPAs
  • American Institute of CPAs
  • Gained substantial national firm experience prior to joining Cohen & Company

Scott lives in Solon, Ohio, with his wife, son and daughter. Scott enjoys meeting with current and prospective clients, as well as rooting for Buckeye football.

Credentials & Education

  • Certified Public Accountant (Ohio)
  • B.S. in accounting, The Ohio State University
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy
LinkedIn Twitter Facebook
© 2023 Cohen & Company