Accounting and consulting firm J.H. Cohn LLP has announced that Stuart Kessler, CPA, has joined the firm as a director, while Richard Cohen, CPA, Jeffrey A. Grossman, CPA, David Kahn, CPA, and Jerry L. Lerman, CPA, have joined as partners.
"This is an exemplary group of nationally renowned accounting professionals, and we anticipate their contributions to J.H. Cohn and to our clients to be extraordinary", said Robert DeMeola, CPA, office managing partner of J.H. Cohn's New York office and the firm's co-chief operating officer. "The addition of their talent, experience, and knowledge is invaluable to our firm, and we are eager to realize the benefits of their arrival."
A personal financial planning specialist, Kessler has been cited by Accounting Today as one of the "100 most influential people in accounting" (2001 through 2008) and as one of the nation's top personal financial planning professionals. Kessler, inaugurated as the first living member of the New York State Society of Certified Public Accountants' (NYSSCPA) Hall of Fame, is a past NYSSCPA president, a past president of that organization's Foundation of Accounting Education Committee, and a former chair its Future of the Profession Oversight Committee. He is a past chair of the American Institute of Certified Public Accountants (AICPA) and recipient of the AICPA Gold Medal for lifetime achievement in the accounting profession. Kessler, a charter member of the Brooklyn Technical High School Hall of Fame, earned an MBA from the City College of New York, a JD from Brooklyn Law School, an LLM in taxation from New York University, and a BA from Brooklyn College. In addition, Kessler holds Personal Financial Specialist (PFS) and Accredited Estate Planner (AEP), Distinguished, certifications. He was a founder of Goldstein Golub Kessler & Company, P.C., which was acquired by American Express Tax and Business Services in 1998.
Cohen works with privately owned businesses and their owners, high-net-worth individuals including family offices, to help minimize overall tax burdens, including corporate, personal, and estate taxes, with a specific focus on professional services firms and the wholesale, retail, and manufacturing industries. A published author in Estate Planning magazine, for which he wrote an article about the settlement of distributed tax options upon an employee's death, Cohen received a MS degree in taxation from Pace University and a BS degree in accounting from Brooklyn College, and is a member of the New York Society of Certified Public Accountants (NYSCPA).
Grossman specializes in advising privately held businesses and their owners on minimizing overall tax burdens. His areas of expertise include wholesale, retail, manufacturing, technology, and professional service firms. He also has extensive experience with trusts and estates and serves as an advisor to high-net-worth individuals and families and their trusts. Grossman previously served as managing director of his former firm's New York office, and has participated as a technical lecturer at seminars sponsored by the New York Institute of Credit, the Foundation of Accounting Education, and The Accounting Show. A former editor of the AICPA publication The Tax Advisor and the "Estates and Trusts" column of the CPA Journal, he has served on the NYSSCPA committees for Income Taxation of Trusts and Estates, Closely Held Corporations, and Affiliated Corporations. He received an MS degree in taxation from Pace University and a BS degree in accounting from St. John's University.
Kahn has more than 35 years of experience in the field of tax planning and tax advisory services. His primary areas of expertise include personal financial planning for high-net-worth individuals and family groups. He received his MBA degree in finance and his BBA degree in accounting from the Bernard Baruch College of the City University of New York, and currently serves on the Bergen County Estate Planning Council.
Lerman has spent more than 40 years in the profession and most recently served as managing director of his former employer's New York office; prior to that, he led that firm's Tax Practice for more than 25 years, working closely with manufacturers and distributors, restaurants and other hospitality businesses, and high-net-worth individuals in operations ranging from small, family-owned businesses to public companies and companies with a multistate and multinational presence. A significant amount of his time is spent in the tax structuring of corporate acquisitions and dispositions. As an appointed member of the AICPA's Tax Division, Lerman has actively participated on numerous technical committees, including Small Business Taxation, S Corporation Taxation, and Tax Practice and Procedures. He also served on the editorial advisory board of The Tax Advisor magazine and is a frequent contributor to that publication and others. An active member of the NYSSCPA, Lerman has served on several of its professional committees, including the Committee on Tax Accounting Problems, the New York State Taxation Committee, and the International Taxation Committee. He received his BA degree from Michigan State University.