Peter B. Cohen
- Role
- Center for Tax, Strategies & Resources at Center For Tax, Strategies & Resources
- Location
- West Simsbury, CT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Peter B. Cohen
I focus on both personal and business planning by helping people and businesses reduce…
Experience
Center for Tax, Strategies & Resources
Center For Tax, Strategies & Resources
Present
Education
Ball State University
Graduate, Bachelor of Science, Regional and Urban Planning
1965 — 1969
Indiana University - Kelley School of Business
MBA Candidate
1969
University of Hartford
Summer 1967, Independent Studies English and Advanced Composition
Skills
- Iras
- Life Insurance
- Specialty Disability Income Insurance
- Finance
- Puerto Rico Taxation
- Succession Planning
- Asset Protection
- 401k
- Health Care Captives
- Fixed Annuities
- Investment Management
- Wealth
- Hedge Funds
- 831-B Captive Insurance
- Buy-Sell
- Disability Income Insurance
- Financial Planners
- Lifetime Income Planning
- Low Cost Health Insurance
- Asset Allocation
- Mutual Funds
- Pensions
- Enterprise Risk Management
- Deferred Compensation
- Retirement
- Strategic Financial Planning
- Physicians Retirement Planning
- Insurance
- Retirement Planning
- Business Planning
- Disability Insurance
- Pension Funds
- Physicians Tax Planning
- 401(K) Retirement Savings Plans
- Wealth Management
- Financial Privacy
- Financial Planning
- Group Medical
- Securities
- Charitable Income Planning
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