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Private Equity Insights

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.

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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?

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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.

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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...

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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...

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August 26, 2025 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.

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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.

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July 21, 2025 Joe Falbo

One Big Beautiful Bill Up Close: Tax Impact for High-Net-Worth Individuals

OBBBA imposes five key provisions set to reshape tax strategies for high-net-worth individuals. Understanding the implications is extremely important.

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July 21, 2025 Jonathan Williamson, Stephen Fisher

One, Big, Beautiful Bill Up Close: Tax Impact for Private Equity and Registered Funds

Posted by Jon Williamson and Stephen FisherOn July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law, altering the tax landscape for the near and long-term. Much like the 2017 Tax Cuts and Jobs Act (TCJA), the impact of the OBBBA is dependent on each taxpayer’s...

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July 21, 2025 Dave Sobochan, Angel Rice

One Big Beautiful Bill Up Close: Tax Impact for Real Estate

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) became law and will have a significant impact on the real estate industry in particular. Key areas include the preservation of full deductibility for business state and local taxes, permanent extension of the 20% deduction for pass-through...

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July 21, 2025 Adam Fink

One Big Beautiful Bill Up Close: Tax Impact on Private Companies

The One Big Beautiful Act (OBBBA), signed into law on July 4, 2025, is one of the more comprehensive tax reform packages in recent years. It makes several temporary provisions from the Tax Cuts and Jobs Act (TCJA) permanent, introduces new deductions, and impacts how businesses and individuals...

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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 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 20, 2025 Andreana Shengelya

Tax Trends in Investment Management: Fund and Adviser Update

The investment management industry is constantly evolving, driven by regulatory changes, market dynamics and innovative financial products. At the recent Cohen Client Conference, we explored several key tax trends impacting mutual funds, ETFs, private equity and hedge funds. Below is an update on...

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May 20, 2025 Mike Dellavalle

Unlocking the Future of Finance: The Power of Tokenized Funds

Tokenization is reshaping the financial landscape, offering innovative ways to represent and trade assets in a digital world. A panel discussion at the recent Cohen Client Conference shed light for audience members on what tokenized funds are, their benefits, challenges and the path to adoption...

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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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March 11, 2025 Asha Shettigar

Cohen & Co Welcomes REIT Practice Lead Asha Shettigar

Cohen & Co is proud to announce Asha Shettigar has joined the firm’s New York City office as a tax partner and lead of the firm’s REIT Practice. With nearly 25 years experience, including Big 4 accounting firm and global consulting backgrounds, Asha has worked with some of the...

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