We provide financial planning services for individuals, families and businesses to help them achieve their financial goals. At E. Cohen & Company, CPAs, it is our passion and privilege to build deep personal relationships with clients and use our financial management experience to help them improve the quality of their lives and achieve their financial goals.
Contact us to ask questions and learn more about how we can help you with a full range of family office needs, tax reduction strategies, retirement planning approaches, private foundation consulting, wealth management and estate planning blueprints.
Our firm provides a full range of financial planning and wealth management services for individuals, families and businesses. A Family Office is a private organization that has as it’s exclusive client a high net worth individual or family. The Office is formed by the individual or family to handle all of their concerns. Many family offices are set up very simply in the beginning as a quarterback for all the professionals and advisors that the family already works with, and may outsource more complicated tasks such as legal functions. As a family office grows, families may bring more complicated tasks and functions within the family office. Learn more about our Financial Family Office Services.
With your own private foundation, you’ll get more than just tax savings. You will also have the ability to further your unique charitable goal alternatives with the retention of a great measure of control over how such alternatives are realized. For a donor with the desire to make a contribution that can help further a charitable purpose, there is probably no other charitable alternative that offers the same degree of flexibility of design, retention of control and tax advantages that a private foundation offers. Our staff of foundation experts will guide you every step of the way, so you can easily take advantage of every IRS-sanctioned option to accomplish your charitable goals. Learn more about our Private Foundation Consulting Services.
The information provided herein is not a substitute for expert legal, tax, or other professional advice tailored to your specific circumstances, and may not be relied upon for the purposes of avoiding any penalties that may be imposed under the Internal Revenue Code or other federal or state laws or regulations.