Jeffrey Cohen

About Jeffrey Cohen

Grassi & Co. is a premier professional service organization specializing in accounting, auditing, tax, technology, and business consulting services. With offices on Long Island and in New York City, the firm is a dominant presence in the NY Metro Area. Grassi & Co. has been ranked as the 8th largest firm on Long Island by Long Island Business News and the 23rd largest firm in the New York Metropolitan area by Crain’s New York Business. Grassi & Co. specializes in professional services for the Construction, Not-for-Profit, Manufacturing & Distribution, Architecture & Engineering, Real Estate, and Healthcare industries. Jeff has experienced a wide variety of tax services, some of which include business tax planning, individual tax planning, private letter rulings with the Internal Revenue Service, and gift and estate tax planning. His knowledge of S Corporations, C Corporations, Limited Liability Companies, Limited Liability Partnerships, and General Partnerships, allows him to analyze both the corporate and shareholder’s tax liabilities simultaneously. By analyzing the structure of closely held corporations, he is able to plan the present and future generational effects to the shareholders and their families. He is also an expert in handling government audits including the Internal Revenue Service, New York State, Sales Tax, and the Department of Labor. In addition, he has increased his focus on State Nexus issues and their interaction with constitutional Nexus issues.Specialties: Unique Tax Services including, Cost Segregation Studies, R&D, IC Disc, ESOP, Captive Insurance, Tax Credits, Defined Benefit Plans, QEZE and Excelsior applications. Experience in Manufacturing, Distribution, Pharmaceutical and advanced knowledge in the Food Industry.Jeff is active in giving seminars to outside groups on topics such as, “planning for retirement” and “pension planning for the future.”

Experience

1. Tax Partner

   Grassi

   Sep 2011 — Present

   Specialties include tax consulting, reorganizations and entity analysis, sales tax issues, estate and gift tax planning, IRS, state and local and international tax audits, tax compliance, international entity structure, pension planning with emphasis on estate planning and tax deferral.

Education

• SUNY New Paltz

  Bachelor of Science, Accounting

  1982 — 1986

Skills

• Esop
• Tax Credits
• Cost Segregation
• Defined Benefit
• Captives
• Cpa
• Compilation of Financial Statements
• Accounting
• Tax Advisory
• International Tax
• Pensions
• Tax Accounting
• Tax Research
• Financial Analysis
• Prosystem Fx Tax
• Corporate Tax
• Corporate Tax Planning
• Tax
• Payroll Taxes
• Financial Reporting
• Tax Returns
• Estate Tax Planning
• Trusts
• Estate Planning
• S Corporations
• Forensic Accounting
• Sec Filings
• Strategic Financial Planning
• Us Tax
• Gaap
• Income Tax
• Irs Problem Resolution
• Financial Accounting
• High Net Worth Individuals
• Financial Statements
• Llc
• Irs
• Us Gaap
• Sales Tax
• Gift Tax