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Private Company Insights

November 18, 2022 Marie Brilmyer

6 Focus Areas for Your Private Company in 2023

At this year’s fall Cohen & Co CPE Day, there was a special feeling in the air as our colleagues, peers and friends came together live and in person to learn from our presenters and each other about a variety of issues for their businesses. Below are some of the highlights from the day...

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November 17, 2022 Nick Longo

Court Decision Offers Merchants in Fulfillment by Amazon Program Relief from Pennsylvania Taxes

On September 9, 2022, the Commonwealth Court of Pennsylvania granted relief to Online Merchants Guild, a trade association composed of independent e-commerce businesses, for Fulfillment by Amazon (FBA) merchants. The ruling — stating that non-Pennsylvania businesses selling merchandise...

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October 06, 2022 Karen Raghanti

How Your Ohio Pass-Through Business Can Be Taxed as an Entity in 2022

On September 23, 2022, Senate Bill 246 went into effect. Beginning with tax year 2022, Ohio pass-through entities (PTEs) may elect to be taxed at the entity level, allowing them to deduct from their federal income the amount of PTE tax they paid for the year. The measure is meant to allow...

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October 05, 2022 Chris Bellamy

Lessons Learned: Listen to Lead

After spending more than 20 years at this firm, I’ve seen and learned a lot. The leaders that came before me have all impacted me greatly — former CEOs, partners and, of course, our founder. But I also realize the valuable lessons I learn every day from my peers and the generations on...

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September 13, 2022 Gino Scipione, Sarah Lee

How to Document Your Eligibility for PTC and ITC Energy Tax Credits

There’s been much talk lately about the clean energy federal tax credits supplied by the Inflation Reduction Act (IRA), particularly regarding bonus and enhanced rates on the renewable electricity production tax credit (PTC) and Investment Tax Credit (ITC). These credits provide competitive...

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August 31, 2022 Robert Venables

Tax Law Changes Ahead: Are You Ready?

A few impactful business tax provisions, many introduced by the Tax Cuts and Jobs Act (TCJA) of 2017, are on the verge of expiring or just about to take effect — if they haven’t already. Below outlines those provisions and what you should be doing now to prepare. Changes to the...

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August 19, 2022 Robert Venables

5 Areas Taxpayers Should Understand About the Inflation Reduction Act

On August 16, 2022, President Biden signed the Inflation Reduction Act (IRA), which is a scaled back version of the Build Back Better Bill in play last fall. The IRA contains a handful of federal revenue raising provisions — to the tune of more than $700 billion — as well as...

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August 17, 2022 Gino Scipione

Is Lease Software Worth It? 5 Q&As to Help You Decide

Much was happening back in 2016. Some might say it was a rough year, as the world dealt with the Zika virus; learned of the passing of iconic artist, Prince; and watched the Chicago Cubs win their first world series since 1908 (admittedly that was only rough for some of us). And then came FASB...

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July 13, 2022 Jim Lisy

M&A Essentials White Paper: The Sale of a Privately Held Company

Businesses are sold for many reasons, but typically issues of timing, liquidity and emotions take center stage. One of the most common drivers of a sale is the need for a succession strategy within family owned companies. Often the decision is purely financial — private companies are highly...

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June 24, 2022 Hannah Prengler

Ohio Green Lights Pass-Through Entity Tax and the Business Income Deduction Treatment on Qualifying Equity Sales

On June 14, 2022, Ohio Governor Mike DeWine signed Senate Bill 246 (S.B. 246) into law, giving businesses in the state potential relief from the federal tax burden created by the Tax Cuts and Jobs Act’s (TCJA) $10,000 cap on state and local tax deductions.  Under this new legislation...

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