Scott Lichtenstein, CPA

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.