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July 10, 2025 Robert Venables, Michael McGivney

6 Tax Provisions that Changed in the Final One Big Beautiful Bill Act

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law after it narrowly passed in the Senate (51-50) and House (218-214). While the new law may have only narrowly passed, it will have widespread impact for almost every taxpayer. From its extension of Tax Cuts...

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June 25, 2025 Robert Venables, James Kaptur

Senate Details Tax Provisions in Its Version of The One Big Beautiful Bill

The One, Big, Beautiful Bill (TOBBB) made more progress this past week as the Senate Finance Committee released its draft tax provisions to be included in the bill. While the Senate’s version is similar to the House version passed in May, key distinctions and certain provisions are still...

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June 23, 2025 Pargat Singh

5 Ways Your Nonprofit’s Rental Real Estate Income Could Be Taxable

Not-for-profit organizations, recognized under Section 501(c) of the Internal Revenue Code, are generally exempt from federal income tax. However, not-for-profits with annual gross income above $1,000 stemming from activities unrelated to their exempt purposes — known as unrelated business...

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June 19, 2025 Matt Rager, Scott Swain

Trusts & Taxes 101: Grantor Retained Annuity Trusts, Promissory Notes & Swap Powers

Using a gifting trust is one of the most advantageous ways to protect assets for your family and preserve estate and gift tax exemptions — which may significantly decrease at the end of 2025 as part of the Tax Cuts and Jobs Act expiration, absent enactment of pending legislation that would...

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June 11, 2025 Nick Longo, Scott Zielaskiewicz, Cody Parkman

Washington State Imposes Digital Sales Tax, Increases B&O and Other Tax Rates

During the recent legislative session, Washington’s state legislature passed multiple bills, which the governor signed into law on May 20, 2025. The various legislation aims to help address an estimated $16 billion dollar deficit for the state over the next four years. Specifically, Senate...

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June 04, 2025 Hannah Prengler

Maryland Creates New Sales Tech Tax, Increases Income Tax Rates

On April 7, 2025, Maryland passed the Budget Reconciliation and Financing Act of 2025 (House Bill No. 352), making several significant tax changes effective during 2025 and 2026. Specifically, HB 352 will impact many Maryland taxpayers through the creation of a new sales tax on specified...

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May 21, 2025 Robert Venables

House Bill Takes Next Step: Stand Out Tax Areas to Watch (for Now)

The House of Representatives’ reconciliation bill — The One, Big, Beautiful Bill (TOBBB) — took another step forward this past week when the House Budget Committee advanced the bill by a vote of 17-16. TOBBB will now go to the House Rules Committee, where changes are expected...

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May 14, 2025 Nick Antonopoulos

Should You Account for Your Real Estate Purchase as an Asset or Business Acquisition?

Congratulations on the purchase of your new property! Whether this is your first time in the commercial real estate market or your team’s 100th acquisition, the fun really begins the day after the purchase, at least for your accounting team.As your asset management team moves on to the next...

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May 01, 2025 Jim Lisy

From Tariffs to Confidence Levels: Where Does the M&A Market Stand?

The Cohen & Co team recently returned from the DealMax conference in Las Vegas where representatives of just about every firm involved in the deal world converged to talk M&A. According to event sponsors, over 3,200 professionals attended, representing firms responsible for deploying over...

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April 14, 2025

Trusts & Taxes 101: Irrevocable Life Insurance Trusts and Qualified Subchapter S Trusts

Posted by Amber DiulusThere are many different trusts available as a part of estate planning, each constructed in different ways to be the most tax advantageous depending on you and your family’s situations and assets. Two types of trusts, Irrevocable Life Insurance Trusts (ILITs) and...

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