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, 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.
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.
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.
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 Angeles
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