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January 03, 2024

Cohen & Co’s Best of the Blogs 2023

This past year was filled with twists and turns for businesses and their owners — from rising interest rates and inflation impacting cash flow, to the ups and downs of the M&A market, to planning for sunsetting provisions of the Tax Cuts and Jobs Act. New regulations also added...

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September 11, 2023 Adam Hill

Adam Hill Named Partner in Charge of Advisory Services

Cohen & Co has named Adam Hill, CPA, as partner in charge of advisory, effective September 1, 2023.

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January 03, 2023

Cohen & Co’s Best of the Blogs 2022

As we usher in 2023 with gratitude and excitement for the year ahead, we can’t help but take a moment to look back. It was certainly an eventful year for businesses and industries, from an active M&A market and sweeping energy legislation, to new regulations impacting federal and state...

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May 12, 2022 Dennis Grady

How to Minimize Your Tax on Golden Parachute Payments

“Golden parachute payments” are an often-scrutinized mechanism that provides a monetary bonus to executives and key employees should the company be acquired. Think of it as a protection policy of sorts for highly compensated employees who may have an uncertain future if the company is...

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August 10, 2021 John Cavalier, Jason Zeman

Treasury Optimization 101

When is the last time you took a careful look at the treasury department of your business? How are you saving money and creating efficiencies while managing the lifeblood of your business: your cash? In this installment of our series on treasury and risk management best practices, explore the...

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July 15, 2021 John Cavalier, Jason Zeman

How To Incorporate Payment Process Best Practices into Your Business (and Why)

In this first installment of our series on treasury and risk management best practices, find out why it’s critical to incorporate payment process best practices into your business and what you can do to achieve that goal. Implementing payment process best practices for your treasury...

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May 06, 2021

People, Process and Technology: The Glue and Pitfalls of Operational Resilience

Operational resilience speaks to an organization’s ability to continue operations and meet customer needs during times of stress and uncertainty (think natural disaster or data breach). Entities with strong operational resilience can quickly adapt so they can continue providing services...

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April 08, 2021 John Cavalier

3 Critical Lessons to Incorporate into Your Business in a Post-COVID World

It’s hard to believe it’s been a year since terms like quarantine, social distancing and remote working became part of our normal vocabulary. We’ve been through a lot in 12 months, and our organizations have become stronger, while at the same time, in some cases, have paid a...

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March 09, 2018 John Cavalier

Robotic Process and Intelligent Automation: How They Are Changing the Workplace As We Know It

Process automation is nothing new. Business leaders have sought out opportunities to achieve greater operating efficiencies since the beginning of the industrial revolution. Robots are hardly new either. For years we’ve seen them transform the manufacturing floor through the automation of...

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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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