CohnReznick National Tax Services Analysis
What is CohnReznick National Tax Services?
CohnReznick provides tailored tax, advisory, and assurance services across key industries including healthcare, technology, financial services, and renewable energy. The firm leverages deep industry expertise to deliver strategic solutions for risk management, compliance, and performance optimization. It operates as an independent member of the global Nexia network and serves clients worldwide through a nationwide U.S. presence.
Location
New York, United States
Employees
1001-5000
Founded
1919
Industry
Finance
Industry Type
Finance
Product Features & Capabilities
- Industry-specific tax advisory
- Federal, state, and local tax services
- International tax solutions
- R&D tax credit guidance
- Cost segregation studies
- Trusts and estates planning
- Sustainability advisory
- Cybersecurity and enterprise risk management
- M&A transaction support
Use Cases
Advising healthcare organizations on regulatory compliance and patient care operations; Supporting renewable energy developers with tax equity and infrastructure transactions; Providing R&D tax credit guidance to technology firms; Conducting cost segregation studies for real estate developers; Offering sustainability advisory to life sciences companies; Managing federal and state tax compliance for private equity firms
Investment Focus
CohnReznick's primary investment focus in private equity involves providing advisory, compliance, and technical knowledge to private equity firms. They cater to the unique needs of General Partners (GPs), Limited Partners (LPs), operating partners, and portfolio company executives. Their investment strategy encompasses the entire investment life cycle, including deal sourcing, due diligence, post-transaction integration, and exit strategies. They emphasize due diligence not only for risk identification but also for uncovering value creation opportunities, which includes quality of earnings analysis, financial modeling, tax structuring, and valuations.
Investment Geography
CohnReznick primarily invests in the United States and has a presence in the Asia-Pacific region, with offices in Hong Kong and Sydney. They are expanding geographically in their existing areas as well as exploring new territories.
Management Team
The management team of CohnReznick includes the following individuals:
- Frank Banda - Managing Partner, Government and Public Sector Advisory
- Alex Castelli - Managing Partner, Emerging Industries
- Claudine Cohen - Managing Partner, Value360
- Patrick J. Duffany - Managing Partner, Tax
- Michelle Fleishman - Partner - Chief Risk Officer and Co-General Counsel
- Robert G. Hilbert - Managing Partner, Assurance
- Mark Hooley - Chief Operating Officer
- David Kessler - Chief Executive Officer
- Leonard E. Korn - Chief Financial Officer
Target Clients
CohnReznick's construction payroll service primarily targets contractors, architects, and engineers. The firm assists these clients in managing cash flow, capital requirements, and job site integrity, leveraging their expertise in the evolving financial dynamics of the construction industry.
Other Considerations
Independent member of global Nexia network; Serves clients in healthcare, technology, and financial services; Provides advisory and assurance services through CohnReznick LLP and CohnReznick Advisory LLC; Operates in 10+ U.S. states with nationwide office presence; Recognized as a Great Place to Work and Newsweek’s Most Loved Workplace
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