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Joel S. Cohn, CPA - Partner
"A good advisor is a good listener. He has to listen
to his clients, understand their goals, act promptly and
provide effective assistance."
Practice Areas/Expertise
- Tax services
- Business and individual tax planning
- Estate tax planning
- Tax compliance
- IRS controversy consulting
- Financial Planning and Analysis Services
- Retirement planning
- Business Planning
- Buying and selling businesses
- Compensation planning
Industries Served
- Real estate
- Retail
- Wholesale
- Manufacturing
- Restaurants
- Professionals
- Technology
Special Interests/Projects
Joel is responsible for managing the tax team. He informs
the firm with regard to current tax law changes and provides
quality control for tax preparation and tax advice for the
firm. He represents clients before the IRS in areas of
income and estate taxes including representation before the
Appeals Division and Collections Branch. Joel also serves as
an expert witness in areas of taxation and other accounting
matters. Some of his special projects and interests
include:
- Consulting regarding purchase/sale of businesses
- Admission of new owners/partners into businesses
- Retirement planning and estate planning
- Review of partnership agreements, tax issues and IRS
audits
- Speaker and panel leader for a variety of accounting
and tax seminars.
Education
- Jurist Doctor, National Law Center, George Washington
University, 1976 - With Honors
- Bachelor of Science, major in Accounting, State
University of New York at Buffalo, 1969 - With Distinction,
Beta Gamma Sigma Honor Society
Merits
- Certified Public Accountant - New York, 1975; District
of Columbia, 1975; Maryland, 1979
- Admitted to the Bar - District of Columbia, 1978
Member
- American Institute of Certified Public Accountants
- District of Columbia Institute of Certified Public
Accountants
- United States Tax Court
- American Bar Association
- District of Columbia Bar
- Suburban Maryland Estate Planning Council
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