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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.

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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.

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Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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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.

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

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

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

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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
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Tax Services

High Net Worth & Wealth Transfer

A Comprehensive Team for Your High-Net-Worth Needs

Our High Net Worth Group helps business owners, other high-net-worth individuals and families, and family offices understand the comprehensive picture of their complex needs. Focusing on clients from $10 million to $1 billion in net worth, our process centers around concierge service to you, streamlining and coordinating the tax planning process. We begin with an open discussion regarding your goals. We look at how you want to dispose of assets during your life and beyond, and how that will impact your lifestyle not only now, but during retirement and for your overall gross estate. We also collaborate with you and your advisory team to work through other critical issues, such as control over family assets, the perpetuation of the family business, and how the disposition of assets may affect family relationships. For the charitably inclined, we discuss concerns about how to incorporate contribution of funds and outright gifts to charities.

With a strong team focused on tax, real estate, investments and estate planning, our tax concentration in particular is unique and vital to planning, whether you are a business owner just starting to accumulate wealth or you have your own family office. Our highly credentialed CPAs, Accredited Estate Planners® and chartered global management accountants can help you shift generational wealth via gifting techniques to maximize wealth transfer and minimize gift and estate taxes. We also provide a multitude of critical business and personal resources to assist you, and we always remain independent from specific products.

Our High-Net-Worth Tax Services

  • Individual tax filings, including multi-state returns

  • Trust, estate and private foundation income tax filings

  • Gift tax returns

  • Exempt organization returns

  • Tax returns for U.S. citizens abroad, nonresident aliens and dual-status taxpayers

  • Cryptocurrency reporting

  • Quarterly estimated tax requirements

  • Foreign filing requirements and reporting for PFICs, foreign bank accounts, foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts

  • Multi-year tax projections as a roadmap for multiple generations

  • Gift, estate and legacy planning

  • Year-end tax planning

  • Individual retirement taxes

  • Incentive compensation

  • Residency, for U.S. residents and nonresidents moving to or from the U.S.

  • Changes in domiciliary states; tax impact of working in multiple states

  • Complex tax matters

  • Valuation

  • Personal and business accounting

  • IRS representation

  • Family office services

  • CFO services

Meet Our Leadership

Alane Boffa, CPA, MT, AEP®

Partner, Tax
aboffa@cohencpa.com
330.255.4316

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