At the Investment Company Institute’s 2024 Leadership Summit, the rise of exchange-traded funds (ETFs) was the focal point for many participants and panelists. As part of the event, Board IQ took a few moments to interview Registered Funds Market Leader Brett Eichenberger alongside other...
Read MoreWe 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 MoreTax equalization is one of the most tax-efficient strategies available to a regulated investment company (RIC). The strategy can reduce or even potentially eliminate a capital gain distribution requirement for your fund and your shareholders — yet not everyone uses it. While there...
Read MoreKeeping the momentum of a record breaking 2023 — when the PCAOB was more active with standard setting and rulemaking than it had been over the past 10 years — the oversight body issued its second and third proposals of 2024 on April 9. PCAOB Release No. 2024-004, Firm and Engagement...
Read MoreCohen & Co received the distinction of “Best Accounting and Audit Services” in the 2024 With Intelligence Fund Operations and Services Awards. The annual awards ceremony recognizes and rewards fund service providers who have demonstrated exceptional client service...
Read MorePosted by Claire Toraason Regulated Investment Companies (RICs) are common and very popular investment vehicles for many reasons. However, the tax code restricts the types of investments RICs can make, therefore limiting options for both funds and their investors. The use of blocker entities is...
Read MoreIn the highly collaborative world of exchange-traded funds (ETFs), building and maintaining a strong network is key. Erin McClafferty recently joined Bill Arnold, Regional ETF Director of SEI, and Jennica Ross, Co-President of Women in ETFs U.S., on SEI’s ETF Revolution...
Read MoreCohen & Co is pleased to announce Rob Meiner, CPA, MST, has joined the firm’s growing Registered Funds Group as a Tax Partner residing in the New York City office. With over 30 years of asset management tax experience, including serving as head of the registered funds tax practice at a...
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 MoreIt has been over two and half years since the Securities and Exchange Commission (SEC) staff last released its “Dear CFO Letters,” which provide non-authoritative, yet helpful and transparent commentary directed toward chief financial officers. Their guidance generally relates to...
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