About
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Careers
Why Cohen & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Executive Opportunities Join Our Talent Community
Offices
Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Westchester, NY Youngstown, OH
Contact
Client Portal
Services Industries Knowledge Center People

About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

Find Services

Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Business Valuations Finance Transformation Litigation Support Services M&A Advisory Managed Accounting Services Office of the CFO Technical & Financial Reporting Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

Explore Industries

Key Industries

Digital Assets Investment Companies Manufacturing Private Client Services Private Companies Private Equity Real Estate & Construction Technology & Life Science
VIEW THE COMPLETE LIST

Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

Find Insights & Events

Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

Read Our Insights

Events

Join us in person and online for events that address timely topics and key business considerations.

Explore Our Events

News

Find out what is happening at Cohen & Co, from industry recognitions and growth updates, to where we are contributing to important media stories.

Read Our News
People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Executive Opportunities Join Our Talent Community
Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Westchester, NY Youngstown, OH
Contact Client Portal
Private Equity

Private Equity Insights

March 06, 2026 Krista Zuchowski, Harrison Higgins

IRS Notice 2026-16 Gives Roadmap to Claim New Bonus Depreciation on U.S. Manufacturing Facilities

IRS Notice 2026‑16 gives taxpayers the interim guidance to understand how to claim a special depreciation allowance for certain production related real property.

Read More

February 25, 2026 David Charles, Samantha Kite

The Written Binding Contract Rule’s Impact on Bonus Depreciation in Real Estate

Recent IRS guidance on eligibility of 100% bonus depreciation under the OBBBA proves eligibility for full expensing in 2025 and even 2026 is subject to critical timing requirements.

Read More

February 17, 2026 Hannah Prengler, Jayne Callahan

California Overhauls Market-Based Sourcing Regulations Beginning in 2026

The California Franchise Tax Board has new rules for market-based sourcing for sales of items other than tangible personal property, for tax years 2026 tax years and later.

Read More

February 10, 2026 Karen Raghanti

New York Enacts and Refines Beneficial Ownership Information Reporting for LLCs

New York recently issued guidance removing the reporting requirement for LLCs formed in New York. Learn about the changes and new requirements.

Read More

February 09, 2026 David Charles

What the Sirius Solutions Decision Means for Self-Employment Tax in Limited Partnerships

The ruling in Sirius Solutions LLLP v. Commissioner could result in significant tax savings for service partnerships, fund managers and professional firms operating through limited partnerships.

Read More

January 26, 2026 Ryan Hochberg

How ASU 2023-09 Could Impact Your Private Company’s 2026 Income Tax Disclosures

Private companies must implement ASU 2023-09 beginning with financial statements for the 2026 year. Know the potential impact on your business.

Read More

January 06, 2026 Keith Stafford

CFTC “No-Action” Letter Offers Temporary Registration Relief for Certain Private Fund Managers

On December 19, 2025, the Commodity Futures Trading Commission issued “no-action” guidance that may provide an attractive option for eligible Registered Investment Advisers.

Read More

December 22, 2025 Michael McGivney

Bonus Depreciation Beats Section 179 Expense (When 163(j) Interest Limits Apply)

While bonus depreciation and Section 179 expense may seem interchangeable after the OBBBA, be aware of an important difference in how each provision impacts allowed interest expense under Sec. 163(j).

Read More

December 12, 2025 Asha Shettigar, Dave Sobochan, Agata Orzechowska

Year-End Tax Planning Strategies and Updates for REITs and Real Estate Funds

As 2025 draws to a close, REITs and real estate funds face a critical window for tax planning, compliance and strategic decision making. Optimize your year-end actions and prepare for 2026.

Read More

December 09, 2025 Jonathan Williamson, Andrew Evans

What Private Equity Funds Need to Know for Year-End Tax Planning

Find out which tax items are important for private equity funds to consider for year-end tax planning and beyond.

Read More

November 14, 2025 Michael McGivney

Certain Partnership Transactions May Benefit from a “Hidden Bonus” in Bonus Depreciation

Explore the eligibility of Sec. 743(b) for bonus depreciation, the regulatory framework permitting its limited usage and practical considerations.

Read More

November 12, 2025 Jonathan Williamson

3 Actions U.S. Clean Energy Developers Must Take in an Uncertain Environment

Learn about FEOC requirements, Beginning of Construction (BOC) thresholds, and tax considerations for alternative financing and investing structures.

Read More

October 31, 2025 Michael Boncher

Trusts & Taxes 101: Charitable Remainder Trusts vs. Charitable Lead Trusts

Charitable remainder trusts and charitable lead trusts are two options that can help you achieve your goals while still allowing you to take the related income tax deduction.

Read More

October 07, 2025 Cynthia Pedersen

GENIUS Act Offers Stablecoin Guidance; Comment Period Now Open

Learn more about key provisions in the GENIUS Act and on which particular items the Treasury is seeking comments.

Read More

October 02, 2025 Jim Lisy

Is the M&A Market Ready to Wake Up?

Many are disappointed in the “sleepy” volume of market transactions in 2025, despite early optimism. Will transactions heat up in Q4 and beyond?

Read More

September 24, 2025 Camille Clemons

Renewable Energy Trends & Challenges

This sector is experiencing a rapid evolution in complexity and opportunities, with certain key trends topping the list for industry participants.

Read More

September 18, 2025 Nick Antonopoulos

Step-by-Step Guide to Recording Your Real Estate Purchase: From Closing to the General Ledger

The purchase of real estate is an exciting step for your business, but there are some key accounting considerations to address to ensure your financial records reflect the true economics of the deal. Properly recording the closing statement in your journal entries is one of them — and it...

Read More

September 05, 2025 Michael Boncher, Ray Polantz, Asha Shettigar, Robert Venables, James Kaptur, David Charles, Patrick Walsh

Foreign Income Tax, REITs, Real Estate and More in August Issue of AICPA Tax Adviser

Honoring our firm’s decades-long tradition, I was fortunate to serve as editor of the 2025 August Tax Clinic edition of the AICPA’s Tax Adviser. Each year we author articles that focus on high-complexity, high-impact areas of the tax code to help clarify these technical topics for the...

Read More

August 26, 2025 Brooke Fullenkamp, Tyler Rose

6 Most Common GAAP Accounting Challenges for Renewable Energy (And How to Avoid Them)

The accounting infrastructure you have can make or break your next project. Discover the most common GAAP accounting challenges in renewable energy and how to overcome them.

Read More

August 05, 2025 Dave Sobochan, Asha Shettigar

Critical Tax Considerations for REIT Roll Ups and IPOs

Understanding the tax considerations for Real Estate Investment Trust (REIT) roll-ups and initial public offerings (IPOs) is crucial for maximizing investor returns and ensuring regulatory compliance.

Read More
Prev Page 1 of 7 Next
Top
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy

"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.

© 2026 Cohen & Co