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MEMBER PROFILE

 

Robert Cohen

Cohen CPA Strategies, LLC

 

Member profile details

Membership level
DC Metro Individual
First name
Robert
Second name/initial
N.
Last name
Cohen
Title
Managing Member
Company
Cohen CPA Strategies, LLC
 

XPX ROLE

Leadership Role
Treasurer
 

CONTACT INFORMATION

City
Rockville
State
Maryland
 

PROFILE INFORMATION

Call me when
A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
Why I/we support XPX
XPX maintains a heavy focus on education but also is a group where pure professionalism is weighed more highly than just prospecting.
Profession
  • Accountant
  • Consultant
  • Investor
  • M&A Intermediary
  • Valuation
  • Wealth Manager
Functional Expertise
  • Board of Directors (for profit)
  • Bookkeeping
  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Cash management
  • Change Management
  • Corporate finance
  • Employee engagement/ retention
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Family business
  • Finance
  • Financial Modelling
  • Human Resources
  • Investments
  • Management succession
  • Mergers
  • Real estate
  • Retirement
  • Sell side/Divestiture
  • Strategic planning
  • Tax
  • Transaction advisory
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Certified Public Accountant; Certified Financial Planner
In Business Since
1981
Business Focus
Wealth Building, Tax, Financial Optimization
Client Results
Quarterback, Strategist and Chief Negotiator
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