Daniel Cohen
CFP, CPA, CEPA · Cohen Business Advisors
About Daniel Cohen
Daniel Cohen is a Certified Exit Planning Advisor who helps business owners in New York plan for the eventual sale or transition of their business. With CPA and CFP credentials, he creates comprehensive exit strategies that maximize business value and minimize taxes on the transition.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $500,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Small Business
Navigate business finances with guidance on entity structure, payroll, business succession, and retirement plans for owners.
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Why Choose Daniel?
23+ Years Experience
Proven track record serving clients since 2003
3 Professional Credentials
Holds CFP, CPA, CEPA designations
85 Client Reviews
4.7/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Daniel has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Daniel is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Daniel for over 7 years and they have consistently delivered excellent advice. Their expertise in Small Business has saved us thousands.
Location
New York, New York
Map integration available on request
Request a Consultation
Connect with Daniel to discuss your financial goals. In-person or virtual meetings available.
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