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Private Equity Insights

December 12, 2023 Marie Brilmyer

3 Q&As to Help Clarify How ASU 2023-05 Addresses Accounting for Joint Ventures

Generally accepted accounting principles (GAAP) did not historically provide specific guidance on how to account for the formation of a joint venture. In response to diversity in practice, earlier this year FASB issued ASU 2023-05, Business Combinations – Joint Venture Formations (Subtopic...

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December 07, 2023 Ken Randazzo, Jim Lisy

Why Business Owners Need a Due Diligence Team — Before Putting the Business Up for Sale

Buyers of companies have always performed financial due diligence to confirm the information used to value their acquisitions and to help identify risks, weaknesses and opportunities. However, in recent years, sellers have been increasingly conducting their own financial due diligence prior to...

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December 04, 2023

Cohen & Co Closes Deal with Szymkowiak & Associates CPAs and PEAR Consultants

Cohen & Co finalized the acquisition of Szymkowiak & Associates CPAs (Szymkowiak) and PEAR Consultants, LLC (PEAR), effective today.  As a result of the transaction, Cohen & Co has expanded their services into Western New York for closely held and private equity-owned companies,...

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November 27, 2023 Adam Fink

New Insights on Excluding Gain on the Sale of Small Business Stock Under Section 1202

If you have recently sold, are looking to sell or even considering an investment in C corporation stock in a small business, you may want to consider your eligibility for the benefits under Internal Revenue Code Section 1202.  Section 1202 of the tax code allows taxpayers to exclude some or...

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November 14, 2023 Marie Brilmyer

2023 Private Company Conference Brings Awareness on Key Topics

This year our fall CPE conference took on a slightly different shape. We of course had technical-focused educational sessions on topics geared toward private companies, but we also had the opportunity to join our investment industry colleagues and clients for extended networking and some...

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November 13, 2023 Chris Bellamy, Dennis Szymkowiak

Cohen & Co Expands into Western New York

Szymkowiak & Associates CPAs and PEAR Consultants, LLC are joining Cohen & Co, one of the top tax and accounting firms in the U.S.

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November 07, 2023 Kelly Anzevino

7 Q&As to Guide You Through Beneficial Ownership Information Reporting Under the Corporate Transparency Act

** This blog was last updated 12/6/23 **NOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. Congress passed the Corporate Transparency Act of 2021 (CTA) to enhance transparency and combat illicit...

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October 31, 2023 Caroline Jiang, Phil Ryan

Keeping the Books: 10 Reasons Why It’s Critical to Your Next Transaction

What does it mean to have your books in order before you sell your company? Everything.  When it's time to sell your business, you've likely invested great effort and resources into making it a valuable asset. However, inadequate accounting practices can significantly diminish the...

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October 20, 2023 Robert Venables

IRS Announces ERC Claim Withdrawal Process 

On Thursday, October 19, 2023, the IRS released the process for certain taxpayers who wish to withdraw previously filed ERC claims. This comes on the heels of the IRS announcement last month that they were halting the processing of future claims until at least the end of 2023.  If you no...

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September 25, 2023 Scott Zielaskiewicz

Ohio Commercial Activity Tax (CAT) Update — Filing Reductions Ahead

** This blog was last updated 12/18/23 ** The latest biennial budget bill made significant changes to the Ohio Commercial Activity Tax (CAT) that left many business taxpayers and practitioners in the state waiting for more clarity. On Monday, August 21, 2023, the Ohio Department of Taxation...

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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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