Focus on what counts

Aaron D. Cohen

Partner, Citrin Cooperman Advisors LLC

acohen@citrincooperman.com
Education

Bachelor of Arts, University of Pennsylvania

Master of Philosophy, Cambridge University

Juris Doctor, Columbia Law School

Licenses

Member, New York State Bar Association

Member, District of Columbia Bar

"I take my role as a strategic advisor to healthcare organizations throughout the continuum of care very seriously.  It is a personal challenge, each and every day, to prove to myself and my clients that I am a technical expert that understands the latest developments in the market."

Aaron Cohen, co-leader of Citrin Cooperman’s Healthcare Practice, provides advisory services to healthcare organizations throughout the continuum of care. Aaron works with healthcare organizations considering and involved in fundamental operational and financial transformations resulting from changes in regulations, financing, or strategic opportunities. He has also worked with acute-care hospitals, specialty hospitals, physician practices, hospices, skilled nursing facilities, residential treatment centers, rehabilitation facilities, imaging center, ambulatory surgery centers, and home health agencies.  

Experience

Prior to joining Citrin Cooperman, Aaron served as a principal in the healthcare consulting practice of a Top 20 public accounting firm. He began his career as a senior vice president of advisory services at a boutique health care firm and as an associate in the corporate legal department of an international law firm.

Aaron’s wide breadth of experience includes providing a diverse array of services related to health care transactions, strategic partnerships, and affiliations, such as undertaking due diligence, structuring and negotiating the business terms of the transaction, providing valuation consulting services, and leading post-transaction integration. As part of his structuring services, Aaron regularly leads healthcare organizations in developing the financial sharing mechanism underpinning gain sharing arrangements, such as with respect to accountable care organizations, clinically integrated networks, hospital/physician alignment, hospital/post-acute care strategic partnerships, and service line revenue mergers between hospitals. Additionally, Aaron assists hedge funds and private equity funds to evaluate and undertake strategic healthcare investments. With his ability to take complicated situations and create actionable plans, Aaron has advised more than forty healthcare transactions within the past five years alone. 

Aaron has extensive strategic planning experience and works with healthcare providers to determine whether, and how, to align with other organizations or to continue to successfully operate as an independent entity. In particular, Aaron focuses in the areas of physician/hospital alignment, as well as post-acute care strategic partnerships with hospitals. As part of his strategic consulting practice, Aaron has helped develop and operationalize new business ventures, formulate strategic business plans, and undertake gap analyses on healthcare providers. 

Aaron also regularly advises tax-exempt organizations on issues related to obtaining and maintaining tax-exempt status. He has undertaken unrelated business income studies, assisted with determining the tax consequences of mergers, acquisitions, joint ventures, and corporate reorganizations, and structured foreign and domestic alternative investments to minimize associated tax. As part of his practice, Aaron has been intimately involved with assessing proper reporting of charity care and other community benefits on Schedule H of the Form 990 and advising on compliance with the new tax-exemption requirements under Section 501(r) of the Internal Revenue Code.

Education & Licenses
Education

Bachelor of Arts, University of Pennsylvania

Master of Philosophy, Cambridge University

Juris Doctor, Columbia Law School

Licenses

Member, New York State Bar Association

Member, District of Columbia Bar

Presentations & Publications

Articles & Alerts

Evolving Rules for HHS Provider Relief Fund Reporting and Usage February 8, 2021
Telehealth: Evolving a Short-term Response to Long-term Capabilities
 November 16, 2020
Tax Considerations in Selling a Medical Practice in Today's Market
 August 10, 2020
Provider Relief Fund 
Update July 22, 2020
COVID-19 Public Health Emergency Set to Expire on July 25 June 26, 2020

Healthcare Alert: JUNE 3 DEADLINE: Provider Relief Fund Second Tranche Application June 2, 2020

CARES Act and FEMA Grant Funding Updates Impacting Healthcare Organizations April 9, 2020

  

Speaking, Interviews & Quotes

Quoted - Scaling back to bend the cost curve:  Getting to total cost of care 2.0 December 14, 2020, MGMA News & Insights

SpeakerPhysician Transactions 2020 – What’s Going On, and What Do You Need to Know April 23, 2020
Speaker - Pennsylvania Hospital and Health Systems Association – “Distribution of Funds from the Provider Relief Fund” – April 12, 2020
InterviewQuality of Earnings Overview March 30, 2020
Moderator - ACG 12th Annual Healthcare 
Conference  February 27, 2020

InterviewACG Interview post conference February 27, 2020



Webinars

CARES Act Update - What you Need to Know Heading into 2021 December 16, 2020
Provider Relief Funds Update October 13, 2020
Practical Steps for Managing Provider Relief Fund Distributions July 22, 2020
COVID-19 CARES Act Update - Key Takeaways for Healthcare Organizations April 23, 2020
CARES Act Webinar for Home Healthcare Organizations April 10, 2020
CARES Act - Key Takeaways for Healthcare Organizations April 1, 2020

 

"I take my role as a strategic advisor to healthcare organizations throughout the continuum of care very seriously.  It is a personal challenge, each and every day, to prove to myself and my clients that I am a technical expert that understands the latest developments in the market."