We are pleased to announce several exciting leadership updates, effective at the beginning of the firm’s new fiscal year on June 1. Cohen & Co welcomes a new partner class of seven: Kelly Anzevino, Ryan Boylan, Dave Gonano, Lisa Long, Jeffrey McMichael, Jonathan Williamson and...
Read MoreOn January 12, 2024, the U.S. Department of the Treasury released a new fact sheet that in part reiterates, and revamps, the IRS’ commitment to their initiative of auditing limited partnerships. The release comes after five years of scrutiny in this area and an important court case...
Read MoreCohen & Co is pleased to announce Camille Clemons has been named Market Leader, Alternative Investments, effective January 15, 2024. Clemons brings her expertise as a 20-plus year veteran of the investment industry, focusing on strategic growth for the firm’s nationally recognized team...
Read MoreAt the Investment Company Institute (ICI) 2023 Tax and Accounting Conference held recently in San Antonio, regulatory readiness, the swift pace of the regulatory agenda and exploring investment alternatives were key focal points of the event. Panel after panel touched on regulatory change and...
Read MoreOn August 23, 2023, the Securities and Exchange Commission (SEC) adopted new rules and amendments to the Investment Advisers Act of 1940 that will significantly impact both registered and non-registered investment advisers, but specifically advisers of private funds. Below highlights the primary...
Read MoreOn December 28, 2022, the IRS issued proposed regulation REG-100442-22, which may change real estate investment trusts’ (REITs) domestically controlled status. This change could cause non-U.S. investors in these structures to pay potentially significant U.S. tax on any gains realized upon...
Read MoreCohen & Co has been recognized in the “Best Tax Advisory” category of Hedgeweek’s 2022 US Awards.
Read MoreAs a professional services firm, we focus on helping others be successful — our clients and their businesses, our colleagues and our profession as a whole. As leaders in an industry that is constantly changing and presenting new challenges (which we welcome), we are also committed to...
Read MoreCryptocurrency mining refers to the process of participating in a consensus mechanism that includes Proof of Work components. Generally, this is done to collect mining rewards from the network. In other words, cryptocurrency mining is the process of contributing computing power to the network in...
Read MoreOn February 9, 2022, the Securities and Exchange Commission (SEC) voted to propose new rules and amendments to the Investment Advisers Act of 1940 that, if adopted, will significantly affect private fund advisers. Below highlights the primary changes and their potential impact.Proposed Investment...
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