CohnReznick, a professional services firm, added David Unger as a tax partner in its private client services practice. Brad Berman also joined the firm as a partner in its federal tax services practice.
Unger brings deep experience advising high-net-worth individuals, families and privately held businesses on complex tax matters. He works closely with clients to address tax planning and compliance needs, helping them navigate evolving regulations and make informed financial decisions.
Based in the Baltimore area, Unger will focus on serving and developing client relationships throughout the Mid-Atlantic region, drawing on his experience providing tax services to private clients.
“David brings extensive and valuable experience serving clients with a deep understanding of the complex tax considerations facing individuals, families, and privately held businesses,” Daniel Kesner, managing partner – private client services for CohnReznick, said. “His caring and collaborative focused approach and experience in the Mid-Atlantic market will help strengthen our private client services practice and expand the support we provide to clients navigating important financial and tax decisions.”
Prior to joining CohnReznick, Unger worked for a national professional services firm, providing tax advisory and compliance services to private clients, helping individuals, families and businesses address complex tax matters. He earned an M.S. at the University of Alabama and a B.S. at Towson University.
Berman brings more than 25 years of experience advising businesses, family offices and institutional investors on complex federal and international tax matters. His work includes structuring equity investments, mergers and acquisitions, and other transactions involving multinational businesses. He has advised clients on acquisitions across the energy, pharmaceutical and entertainment industries, helping them evaluate tax implications and develop effective transaction structures.
“Complex transactions require thoughtful tax planning, particularly when investments cross industries and international borders,” Brian Newman, practice leader, federal tax services for CohnReznick, said. “Brad brings extensive experience in tax structuring and transaction advisory, along with a deep understanding of the challenges facing businesses and investors. His addition strengthens our ability to help clients navigate complex transactions and make informed decisions.”
Prior to joining CohnReznick, Berman spent nine years at a Big Four accounting firm, advising a public company and a large family office on the tax structuring of international equity investments. Earlier in his career, he held senior tax leadership positions at major financial services and investment management organizations and practiced tax law at two leading international law firms. Berman holds a JD from the University of Pennsylvania Law School and an LL.M. in Taxation from New York University School of Law.
