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June 25, 2024 Marie Brilmyer

Your For-Profit Organization Received a Federal Grant – Now What?

While not-for-profits such as schools, housing agencies and local charitable organizations commonly receive federal grants in many capacities, these dollars are available to many types of entities, including for-profit entities. Often, grants are made to for-profit organizations from agencies...

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June 24, 2024 Jason Jones

What is the Best Way to File Your Beneficial Ownership Information — PDF or Online Portal?

NOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. The beneficial ownership information reporting obligations under the federal Corporate Transparency Act require a reporting company to provide certain...

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June 11, 2024 Samantha Smudz, Robert Venables

Ready to Sell? Consider Your Optimal Tax Structure 

One of the most dreaded replies coming from a professional services provider is, “it depends.” Unfortunately, that’s truly the case when the issue involves the most optimal tax structure for your transaction. This is because, like most things in life, there are many variables...

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June 06, 2024 Kelly Anzevino, Ryan Boylan, Dave Gonano, Lisa Long, Jeffrey McMichael, Jonathan Williamson, Stacey Wilson, Joe Falbo, Michael McGivney

Cohen & Co Announces New Partners, Board Members

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...

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May 30, 2024 Marie Brilmyer

What is a Grant Audit and Why Does My Organization Need One?

** This blog was last updated 12/20/24 **A grant audit, also known as a compliance audit or program-specific audit, is a type of financial audit conducted on organizations that receive grants or funding from federal sources, such as government agencies. The purpose of a grant audit is to ensure...

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May 23, 2024 Nick Longo

How to Survive (and Thrive In) a State Sales and Use Tax Audit

As the critical Wayfair decision from 2018 continues to unfold in terms of its implications, sales and use tax audits have skyrocketed as states look to recapture critical revenues. If your business is selected for a sales and use tax audit, understanding the process will help you minimize any...

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May 17, 2024 Jim Lisy

M&A Deal Flow in 2024 Remains Slow Despite Plentiful Capital

Every year in late spring, a few thousand M&A professionals, including private equity investors, investment bankers, strategic acquirers and operating partners, converge on the annual ACG DealMAX conference in Las Vegas. As the premier M&A event in the U.S., each year we send our own team...

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May 15, 2024 Jayne Callahan, Eric Burdette

Tennessee Repeals Property Measure of Franchise Tax, Offers Refund Guidance

On May 10, 2024, Tennessee Governor Bill Lee signed into law Senate Bill No. 2103, significantly changing the Tennessee franchise tax computation. Specifically, SB 2103 eliminates the Tennessee property measure, Schedule G, of the franchise tax effective for tax years ending on or after January 1...

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May 14, 2024 Nick Longo, Mike Fink, Scott Zielaskiewicz

Trends to Watch in Sales and Use Tax

A constantly changing tax landscape — from the Marketplace Fairness Act and various uniformity projects, to Wayfair and the digital economy — continues to alter the course of business as usual when it comes to staying compliant with state and local taxes. The current environment has...

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May 10, 2024 Matt Rager

Trusts & Taxes 101: Bankruptcy Protection

Learn the differences between Chapter 7 and Chapter 13 bankruptcy, as well as how to protect your assets prior to filing using irrevocable trusts.

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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