Cole has spent his entire professional career as a tax advisor and preparer. Recently, Cole has enjoyed working with clients in retirement and estate planning dealing with income and estate tax issues, as well as investments and insurance.
In addition to holding a CPA and Attorney license, Cole has an insurance and securities license. The combination of all of these provides a complete background to advice business and individual clients in all financial areas.
Prior to joining HBE, Cole was a sole proprietor CPA for over seven years in Westchester County and was the founding and managing partner of Oram, Yelon & Bernstein, and a full-service middle-market CPA firm with offices in New York City.
Cole is an avid wine collector and enjoys golf and gardening. His three granddaughters fill his weekends with joy and laughter. His wife, Claire, is a retired reading teacher. His son, Jonathan, and wife, Lisa, and his daughter, Valerie, all live and work in New York City.
Cole is an active member of New York State Society of CPAs and a member of the Westchester Tax Committee.
Cole holds a Bachelor of Science degree from Lehigh University, a Juris Doctor from the University of Pennsylvania and an LLM in taxation from New York University.