Scarlett Cohen
Manager, Tax
Location: Santa Monica
Services: Charitable Giving, Family Office Services, Fiduciary Accounting, IRS Forms & Filings, National Tax, Private Client Services, Tax Planning & Compliance
Industries: Blockchain & Digital Assets, FinTech, Financial Services, Hedge Fund and Alternative Investments, Real Estate, Venture Capital
Scarlett Cohen is a Tax Manager in BPM’s Private Client Group, Trust and Estates Practice, where she focuses on tax planning and advanced structuring for high net-worth individuals, family offices, businesses and closely-held investment entities. Â
Scarlett advises clients on implementing and managing tax-efficient structures involving trusts, partnerships, charitable organizations, and multi-entity arrangements with a focus on preserving wealth and enhancing after-tax outcomes. She works closely with clients, advisors, and legal teams to analyze complex fact patterns, identify planning opportunities, and develop practical solutions that align tax, legal, and administrative goals. Â
Recent experience includes structuring valuation protocols for closely held family assets to reduce potential estate tax exposure by $25M; technical analysis to mitigate California income tax exposure for a trust with over $15M in appreciated assets; and strategic consultation regarding trust modifications to preserve the GSTT exemption across generations.Â
Interesting tidbit
Scarlett is an FAA-certified pilot trained in advanced navigation and flight systems.
Certifications
Attorney (California Bar)
Education
JD/Tax Specialization – University of California, Los Angelos
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