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Roland Cohen
CPALegacy & succession planning for families
Columbus, OH·Remote OK· English· Replies within a day
Verified CPA Licensed · OH E&O insured
4.5
Rating
62
Reviews
14 yrs
Experience
$248
Per hour
About
1041s, 706s, GRATs, and family LLCs — I keep complex estates compliant and the family on the same page.
Experience
Founder CPA
Cohen Consulting
2018–Present
Tax Manager
KPMG
2011–2018
Education
UC Berkeley (Haas)
B.S. Business Administration
Licenses & certifications
CPA (OH)
Accredited Estate Planner (AEP)
$248/hr
First 30-min consult is free.
Request an introBook a consultSpecialties
Estate & Trust1040
Replies within a day
English
Works with Family offices, High-net-worth
Verify license on the state board