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Private Company Insights

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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April 15, 2024 Deb Elfers

Trusts & Taxes 101: Understanding the Basics

Understand the basics about common trusts, including living, testamentary, simple and complex trusts.

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April 04, 2024 Beth Reho

Accounting for Profits Interests: FASB Offers Clarity

The “call” for simplification has been answered! We’re talking, of course, about an amendment to FASB’s Accounting Standard Update (ASU), Compensation–Stock Compensation (Topic 718). The amendment clarifies and illustrates when it is appropriate to account for...

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April 03, 2024 Maddie MacStudy

The Importance of State Tax Planning and Compliance for Startups

The early years of a startup are challenging as you navigate financing, hiring, development and managing operations. If state tax considerations are one of the last things on your business’ to-do list, you’re not alone. With the finite resources that come with starting a company from...

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March 27, 2024

Cleveland Magazine Names Randy Myeroff to 2024 Cleveland 500 List 

Cohen & Co is pleased to share that Senior Adviser Randy Myeroff has been recognized by Cleveland Magazine as a member of the 2024 Cleveland 500 list.  The 2024 Cleveland 500 profiles Northeast Ohio leaders from several different sectors, including business, education, entertainment...

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March 25, 2024 Hannah Prengler, Jon O'Donnell, Karen Raghanti, Marissa Holman

Multi-State Income Tax Update for Businesses

It’s always important for companies to keep abreast of the revolving door of changes to state and local tax compliance. It’s critical not only to ensure they are keeping up and avoiding penalties, but also looking for any potential opportunities.  Our recent webinar offered a...

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March 13, 2024 Kelly Anzevino

Court Decision Suspends BOI Reporting for Some, Not All

NOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. A recent ruling in a federal district court has changed the Corporate Transparency Act’s (CTA) beneficial ownership information (BOI) reporting...

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March 11, 2024 Samantha Smudz

Could the Pass-Through Entity Tax Eliminate Your Gross-Up Payments In 2024? 

If your fund or portfolio company is considering acquiring a pass-through entity this year, such as an S Corporation, advance planning can be the key to help minimize purchase price adjustments due to a seller’s tax burden. In particular, recently created state elections for pass-through...

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February 20, 2024 Dan Sexton

IRS Extends Tax Deadlines in Nine Michigan Counties Due to Severe Weather Impact

In response to the devastating natural disasters that began on August 24, 2023, in several Michigan counties, the IRS has granted tax deadline extensions to provide support and flexibility to individuals and businesses in the affected areas. Eligible taxpayers will have until June 17, 2024, to...

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February 19, 2024 Kelly Anzevino

How Can a FinCEN Identifier Help with Beneficial Ownership Information Reporting?

NOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. Have you been asked to provide personal, confidential information for a Beneficial Ownership Information (BOI) report, as mandated under the federal...

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February 15, 2024 Karen Raghanti, Hannah Prengler

New York Enacts Beneficial Ownership Information Reporting for LLCs 

** This blog was last updated 8/14/24 **NOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. On December 22, 2023, New York’s governor signed Senate Bill 995B/Assembly Bill 3484A, enacting the New...

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February 09, 2024 Mike Fink

$12.5 Million Sales Tax Ruling Against Amazon Offers Lesson to eCommerce Businesses

On January 24, 2024, a South Carolina Appeals Court affirmed that Amazon Services LLC was required to collect and remit sales tax on products sold on its marketplace for the period January 1, 2016, to March 31, 2016, totaling approximately $12.5 million. The case underscores the need for...

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February 06, 2024

What Is the Impact of the Wisconsin Business Personal Property Tax Exemption?

Posted by Dan Conrad On January 1, 2024, Wisconsin Assembly Bill (AB) 245 went into effect, exempting business personal property from taxation. This means taxpayers no longer need to file the Personal Property Return, Form M-L and Form M-P, reporting the annual statement of their business...

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January 29, 2024 Shawn Smith, Jeffrey McMichael

Selling Your Partnership Interest? Form 8308, and New Penalty Relief, May Apply

Beginning with tax year 2023, partnerships that sell or exchange partnership interests must report additional information to the IRS, both on Form 8308 “Report of a Sale or Exchange of Certain Partnership Interests” and on their Schedule K-1 disclosures. The additional information is...

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January 29, 2024 Jessica Foster

New Calculation Method May Result in Fewer Employee Benefit Plan Audits Moving Forward

In February 2023, the Department of Labor, IRS and Pension Benefit Guaranty Corporation jointly released Federal Register notices that announced changes to the 2023 Form 5500. Among these changes for defined contribution plans is a change in the participant counting methodology used to determine...

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January 24, 2024 Cynthia Pedersen, Robert Venables

IRS Recommits to Scrutiny of Limited Partners Providing Services to Private Funds

On 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...

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January 23, 2024 Justin Gartner

8 Q&As About the Section 45X Advanced Manufacturing Production Credit 

The IRS and the Department of Treasury recently unveiled proposed regulations detailing the implementation of the Section 45X Advanced Manufacturing Production Credit, a pivotal incentive established under the Inflation Reduction Act. This credit aims to stimulate domestic production and sales of...

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January 18, 2024 Kelly Anzevino

What Entities are Required to Collect and Report Beneficial Ownership Information?

NOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. With the passing of the Corporate Transparency Act of 2021 (CTA), some businesses are required to report their beneficial ownership information to the...

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