The Cohen Law Firm, P.C. / Legal, Tax, & Business Advisors Serving Boulder and Denver

Jeffrey D. Cohen, Esq., C.P.A. - Shareholder

Boulder Office
6610 Gunpark Drive, Suite 202
Boulder, Colorado 80301
Tel: 303.733.0103
Fax: 303.733.0104
jeff@cohenadvisors.net

Practice Areas:
Estate Planning
Business & Succession Planning
Tax Consulting & Compliance
Tax Controversy Services

Education:
New York University, LL.M. 1998
Michigan State University, J.D. 1996
Michigan State University, B.A. 1992

Expertise:
Prior to forming The Cohen Law Firm, P.C. in 2003, Mr. Cohen spent five years with the national public accounting firm of Deloitte & Touche. Mr. Cohen was a tax manager and spent time in their Detroit, Michigan; Denver, Colorado; and San Francisco, California offices. He also spent two years at a tax boutique accounting firm based in Denver, Colorado which specialized in providing tax and accounting services to closely held businesses.

Mr. Cohen's practice includes personal tax and estate planning for individuals and their families, business formation and succession planning, and tax compliance services. In addition, Mr. Cohen specializes in tax controversy services which includes representation of business and individual clients in front of a variety of taxing authorities including the Internal Revenue Service, Colorado Department of Revenue, Colorado Department of Labor and various county and municipal authorities.

Mr. Cohen is a licensed attorney in the states of Colorado and Michigan. He is also a Certified Public Accountant licensed in the state of Colorado. In addition, he is a licensed Registered Investment Advisor and he has passed the S.E.C. Series 63 and 65 examinations. In addition, Mr. Cohen is licensed to practice before the United State Tax Court.

Professional Activities:
• Member, American Institute and Colorado Society of Certified Public Accountants
• Member, Colorado Bar Association
• Member, Michigan Bar Association
• Member, Boulder County Bar Association
• Member, Boulder Chamber of Commerce
• Member, Boulder County Estate Planning Council

Juliana R. Cohen, C.P.A. - Associate

Boulder Office
6610 Gunpark Drive, Suite 202
Boulder, Colorado 80301
Tel: 303.733.0103
Fax: 303.733.0104
juliana@cohenadvisors.net

Practice Areas:
Tax Compliance and Consulting
Accounting & Bookkeeping Services

Education:
University of Texas, M.P.A. 1999
University of Kansas, B.S. 1998

Expertise:
Ms. Cohen's practice focuses on all aspects of tax compliance and tax planning services for individuals and business entities. In addition, she also works with clients to assist them with their accounting needs.

Prior to joining The Cohen Law Firm, P.C., Ms. Cohen spent over two years in the tax department at Deloitte & Touche. She also spent time in the tax department of a national non-profit organization based in Denver, Colorado. Ms. Cohen is a Certified Public Accountant licensed in the State of Colorado.

Professional Activities:
• Member, Boulder Chamber of Commerce
• Board of Directors, Grand Lake Yacht Club

Nicole J. McGann, Esq - Staff

Boulder Office
6610 Gunpark Drive, Suite 202
Boulder, Colorado 80301
Tel: 303.733.0103
Fax: 303.733.0104
nicole@cohenadvisors.net

Practice Areas:
Estate Planning
Business & Succession Planning
Tax Consulting & Compliance

Education:
University of Denver, LL.M. 2006
University of the Pacific, McGeorge School of Law, J.D. 2003
University of North Carolina at Greensboro, B.A. 1998

Expertise:
Ms. McGann’s practice includes estate planning, business and succession planning and tax consulting and compliance. She also specializes in tax controversy matters for individual and business clients.

Ms. McGann volunteers each year with the Internal Revenue Service’s Volunteer Income Tax Assistance Program (VITA) as a quality reviewer and tax preparer and has completed numerous tax returns as a volunteer in Boulder. Ms. McGann is a licensed attorney in the State of Colorado.

Professional Activities:
Member, Boulder County Bar Association
Member, Colorado Bar Association
Volunteer, VITA Program 2004 though 2008

Activities:
Member, Harvest House Tennis Association