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Joe Falbo, CPA, CGMA

Partner, Cohen & Co Advisory, LLC

Contact Information

Buffalo, NY
jfalbo@cohenco.com
716.616.3559
  • Family Office Services
  • Federal Tax Planning & Compliance
  • High Net Worth & Wealth Transfer
  • M&A Advisory
  • Private Companies
  • Real Estate & Construction
  • Tax Services

Joe’s personal mantra is “helping others achieve.” As an individual and as an adviser, he exemplifies this every day, going above and beyond to support both clients and colleagues. Having seen business clients in a variety of situations, Joe uses his prior experience to help him understand what they are going through. He often knows which questions they should be asking — sometimes even before they ask them — to reach their goals.

Since beginning his career in 1991, Joe has developed deep expertise in the area of tax. He helps private companies navigate issues related to corporate tax planning, consulting and compliance, entity selection and structuring for domestic and international businesses. Joe has extensive experience advising businesses through transactions and generational wealth planning. He also assists high-net-worth and ultra-high-net-worth individuals with tax compliance and planning, both domestically and internationally. 

  • Niagara University College of Accounting Advisory Board
  • New York State Society of CPAs
  • American Institute of CPAs (Tax Section)
  • National Pipeline Advisory Group (NPAG) 
  • Forbes Best-in-State CPAs (2025)
  • Former member of the AICPA’s Board of Directors and Private Company Practice Section Executive Committee, former New York State representative on the AICPA Council, past president of the New York State Society of CPAs

Joe lives with his family in Grand Island, New York. He is active in his community, volunteering regularly, and loves spending time with his family. Some of Joe’s happiest moments include being on the field coaching his children.

Credentials & Education

  • Certified Public Accountant (New York)
  • Chartered Global Management Accountant (CGMA)
  • B.B.A. in accounting, Niagara University

Thought Leadership

April 22, 2025

Forbes Honors Three from Cohen & Co as America’s Best-In-State CPAs

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January 2, 2025

How Your Buy-Sell Agreement Could Impact Your Personal Federal Estate Tax

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December 10, 2024

Webinar: Year-End Tax Planning for High-Net-Worth Individuals

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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