Robert Velotta
Tax Partner at Cohen & Co | Greater Cleveland
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Robert Velotta is a seasoned Tax Partner at Cohen & Company, where he leverages his extensive expertise in the accounting industry to deliver tailored tax compliance and consulting services. With a strong focus on the investment sector, Robert specializes in working with a diverse clientele that includes Regulated Investment Companies, Hedge Funds, Investment Partnerships, Broker-Dealers, Private Equity firms, and Investment Advisors. His role involves navigating the complex tax landscape that these entities face, ensuring they remain compliant while optimizing their tax strategies.
Robert's deep understanding of tax law and financial reporting allows him to address the unique challenges posed by the investment industry, from start-up businesses managing a few million in assets to established firms with substantial portfolios. He is adept at providing insights into alternative investments and mutual funds, helping clients maximize their returns while minimizing tax liabilities. His commitment to excellence and proactive approach to tax management have earned him a reputation as a trusted advisor among his clients.
In addition to his technical skills in accounting and asset management, Robert is known for his ability to communicate complex tax issues in a clear and actionable manner. He collaborates closely with clients to develop strategies that align with their business goals, ensuring they are well-positioned to navigate the ever-evolving financial landscape. Through his work at Cohen & Company, Robert continues to make a significant impact, driving success for his clients and contributing to the firm’s reputation as a leader in the investment tax advisory space.
Instructor at John Carroll University in August 2024 to Present
Tax Partner at Cohen & Co in September 2003 to Present
Tax Senior at Deloitte & Touche LLP in September 1999 to September 2003
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Alternative Investments
Investments
Tax
Mutual Funds
Accounting
Private Equity
Hedge Funds
Financial Reporting
Finance
Tax Law
Asset Management
Management
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What is Robert Velotta email address?
Email Robert Velotta at [email protected] and [email protected]. This email is the most updated Robert Velotta email found in 2026.
What is Robert Velotta phone number?
Robert Velotta phone number is +12167741126.
How to contact Robert Velotta?
To contact Robert Velotta send an email to [email protected] or [email protected]. If you want to call Robert Velotta try calling on +12167741126. (updated on October 30, 2024)
What company does Robert Velotta work for?
Robert Velotta works for Cohen & Co
What is Robert Velotta's role at Cohen & Co?
Robert Velotta is Tax Partner
What industry does Robert Velotta work in?
Robert Velotta works in the Accounting industry.
Robert Velotta Email Addresses
Robert Velotta Phone Numbers
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