Whitney Coombs has more than 18 years of experience providing comprehensive tax compliance and consulting services to closely held businesses and high-net-worth individuals and their families. She specializes in developing innovative strategies that address the unique challenges these businesses face including entity structuring, succession planning, and optimizing tax efficiency across operations and ownership transitions.
Whitney Coombs
Partner – CohnReznick Advisory LLC
Areas of expertise
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Whitney+Coombs whitney.coombs@cohnreznick.comExperience and credentials
Certified Public Accountant
Expertise includes advising on partnership taxation, federal and state compliance, and designing structures that support both business growth and long-term family objectives
Extensive experience serving clients across the real estate, hospitality, and financial services industries, delivering tailored solutions that align with their operational and strategic goals
Additional experience in the areas of estate and trust planning as it relates to business continuity and wealth preservation, inclusive of working with families to align ownership structures and governance frameworks with multi-generational goals and providing guidance on trust integration, gifting strategies, and tax-efficient transfers of business interests
Ability to bridge business and personal planning makes her a trusted advisor for clients seeking holistic solutions
Member of the firm’s Commercial Real Estate practice
Education
M.S., Taxation, Accounting – University of Central Florida
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