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Private Client Services

Creating wealth is no easy task. But protecting and growing the wealth you’ve built may be even harder in light of complex tax and compliance laws. Combining industry-specific accounting and tax expertise, CohnReznick helps private companies and individuals alleviate tax burdens, act on business opportunities, and execute forward thinking wealth preservation and succession planning strategies.

Film & Entertainment

Along with success in the entertainment industry, accounting and other financial requirements tend to grow exponentially. Managing your assets takes greater time and skill. Protecting your wealth for the long-term is essential. Your income may also be complex —generated by intellectual property, licensing, royalties, and international earnings. This gives you even more reason to engage specialists who will ensure your tax and wealth management strategies are optimized. CohnReznick’s entertainment practice combines expertise to serve you at home and abroad with a full array of financial and advisory capabilities.

  • Learn more about Film & Entertainment
Law Firms

All evidence points to continuing change for law firms. Increasing revenue and reducing costs are top concerns. Budget-conscious clients are negotiating reduced billing rates. Generalist practices are giving way to specialization — driving up costs for talent and technical capabilities. Forward thinking firms are making moves now to protect their bottom-line and strengthen their competitive position. CohnReznick’s Law Firm Practice is the partner who will bring valuable objectivity and industry intelligence to the table, whether you are retooling operating procedures, acquiring another firm, or expanding your footprint.

  • Learn more about Law Firms
Medical Practices

While the well-being of patients is your first priority, maintaining the health of your business and personal finances is also critical. A healthcare system under reform, increasing client expectations, incentive-based reimbursements (MACRA), and higher labor, supply, and insurance costs require you to also be forward thinking. CohnReznick specializes in the financial needs of medical professionals. Employing a collaborative approach and entrepreneurial mindset, we not only create business efficiencies and strengthen profit streams, we manage your personal wealth as well.

  • Learn more about Medical Practices
Private Client Services

If you’ve built significant wealth, growing, protecting, and using it in line with your values and vision becomes paramount. Your assets not only provide the freedom to live the way you want to, but can also influence the current and future well-being of your family, businesses, as well as valued charitable and philanthropic organizations. Using a hands-on, partner-led approach, CohnReznick helps private businesses, high-net-worth individuals, and family offices preserve their wealth, more effectively manage their estates and, when the time comes, ensure their legacy is realized.

  • Learn more about Private Client Services
Donald B. Stevens
CPA, Managing Partner - Private Client Services
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Related Insights
  • Insight
    Business Combinations – Private company alternatives for goodwill and business combinations
    Claudia Bassett
    ASUs 2014-02 and 2014-18 allow private companies to elect different ways to account for goodwill and certain other intangible assets. Read more.
  • Insight
    Business combinations – Identifying a business combination or asset acquisition using the screen test
    Claudia Bassett
    Read about Topic 805’s “screen test” for whether an acquired set of assets is a business, which can significantly impact how to account for the transaction.
  • Insight
    Business combinations – An overview for private companies
    Claudia Bassett
    Read about key elements of ASC 805, including identifying the acquirer and acquisition date and considerations around fair value, goodwill, and more.
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Consumer & Industrial
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  • Real Estate Funds
  • Family Offices
  • Hedge Funds
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  • Special Purpose Acquisition Companies (SPACs) Services
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Cannabis
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Advisory
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  • Emergency Management
  • Emergency Rental Assistance Program
  • Global Consulting Solutions
  • Infrastructure Advisory
  • Project Finance and Consulting
  • Real Estate Advisory
  • Restructuring & Dispute Resolution
  • Risk Advisory
  • Technology+
  • Transactions
  • Valuation
Accounting & Assurance
  • Accounting Advisory
  • Accounting Services
  • Attest & Audit
  • Employee Benefit Plans
  • Lease Accounting
  • Paycheck Protection Program (PPP) Loan Forgiveness Assistance
Managed Services & Outsourcing
  • Data & Technology Solutions
  • Managed and Outsourced Services to Administer and Safeguard Public Funds’
  • Mitigate Enterprise Risk & Achieve Compliance
  • Prepare for the Future of Your Business
  • Managed and Outsourced Tax Concerns
  • Transaction Processing, Financial Close, & Reporting
Tax
  • Federal Tax
  • International Tax
  • Exempt Organizations Tax Services
  • Private Clients
  • SBA Disaster Loan Assistance
  • State & Local Tax
  • Tax Credits
  • Trusts & Estates
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