Cohen & Co. Announces Partner Promotions | Estate planning
Cohen & Co. recently announced tax, insurance and consulting partner promotions in Cleveland, Baltimore, Pittsburgh and St. Clair Shore, Michigan, according to a press release.
Cleveland Tax Partner Promotions
Andreana Shegelya is a tax consultant specializing in the investment industry. She works with open and closed-end mutual funds, exchange-traded funds, private equity funds, real estate investment trusts and offshore funds.
Samantha Smudz consults on the tax impact of transactions, conducts tax due diligence, tax modeling and transaction structuring with a focus on complex issues of consolidated performance, internal restructuring and profit and loss analyses. profits, share basis and tax treatment of transaction costs.
Cleveland Insurance Partner Promotions
Sean Abrams provides accounting advice, serving clients in manufacturing, distribution and professional services. He performs traditional audits and benefit plan audits.
Joshua Swander performs audits and reviews and has experience in entity structures, business combinations, consolidations, private equity companies, employee stock ownership plans and compensation plans. stock basis. Its customer base includes the manufacturing, wholesale and distribution, and professional services industries.
Cleveland Advisory Partner Promotion
Ken Randazzo advises on historical earnings quality, purchase price adjustment mechanisms, closing procedures and working capital requirements to maximize client value. He advises domestic and international clients on buy-side and sell-side business transactions.
Tax Partner Promotions outside of Cleveland
Ryan Broze in Pittsburgh provides tax planning and investor compliance advice to real estate investment and management companies, private entities and multi-million dollar family businesses. He assists start-ups, growing companies and those developing exit strategies.
Dan Sexton in St. Clair Shores, Michigan, advises manufacturing, professional services, and real estate and construction clients in the areas of tax planning and business operations. He was promoted to tax partner.
Christie Stravino in Baltimore serves partnerships, corporations and individual taxpayers by working closely with property management and investment entities and their owners, including hedge funds, commodity pools and private equity funds. investment.
Cohen & Co. has 10 offices, including Cleveland, Akron and Youngstown.