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Federal Tax Planning & Compliance

Federal Tax Planning & Compliance Insights

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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February 03, 2025

Cohen & Co’s Best of the Blogs 2024

This past year certainly kept business and individual taxpayers on their toes. Beneficial ownership information (BOI) reporting topics overwhelmingly took precedence for our blog readers. Grant audits — a specialized financial audit many organizations find themselves facing after receiving...

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December 20, 2024 Angel Rice, Michael McGivney, Samantha Kite

4 Tax Planning Areas Impacting Real Estate Developers in 2024 and Beyond

As we near the end of 2024 and look ahead to 2025 and the years to come, it is more important than ever to be thinking strategically about tax planning, particularly as we are still uncertain about the fate of the many provisions of the Tax Cuts and Jobs Act (TCJA) of 2017.Below are important...

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December 11, 2024 Ariel Chester, Jonathan Williamson

Key Year-End Tax Areas for Real Estate and Private Equity Funds

Posted by Jen Baker, Ariel Chester and Jonathan WilliamsonWith 2024 coming to a close, it is time to shift gears to focus on wrapping up 2024 tax items and planning for 2025. Now is a perfect time for your real estate or private equity fund to complete any necessary maintenance, as well as a bit...

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December 03, 2024 Jeffrey McMichael, Ashley Altizer

7 Year-End Business Tax Planning Areas to Be Strategic About This Year

Despite the recently concluded political elections, taxpayers continue to have uncertainty regarding potential future tax changes. The impact of these elections, the potential sunset of many individual provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) and a more aggressive tax enforcement...

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November 25, 2024 Joe Falbo

5 Year-End Tax Planning Focus Areas for Individuals in 2024 (and Beyond)

An underlying theme in year-end tax planning for high-net-worth individuals last year was planning around the impending sunset of the 2017 Tax Cuts and Jobs Act (TCJA). That theme continues this year, albeit with even more uncertainty. The election of former President Donald Trump along with a...

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September 06, 2024 Robert Venables, Miroslav Georgiev, Marco Montefiori, Brandon Miller, Ray Polantz, Jonathan Williamson

AICPA Tax Adviser Highlights Partnership Rules, Sec. 163(j), Bitcoin ETFs and More

It was my pleasure to serve as editor of this year’s AICPA Tax Adviser August Tax Clinic, a special section our firm has been honored to oversee and contribute to for decades under my colleague Tony Bakale.With the passing of this torch, I was excited to be entrusted with delivering...

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February 29, 2024 Joe Falbo, Dennis Szymkowiak

IRS Intensifies Scrutiny of Business Aircraft Usage in New Audit Initiative

The rise in business aircraft purchases across the U.S. in recent years has led to company owners, management and employees using such aircraft for both business and personal purposes — often saving time, enhancing flexibility and increasing productivity. However, the IRS has taken notice...

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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 20, 2024 Matthew Divis

How to Plan for Estate Tax Exemptions Expiring December 2025

Posted by Matthew Divis & Kayla Lieb Some taxpayers may feel they don’t need to worry about estate planning, because they have less than $13,610,000 of net assets ($27,220,000 for a married couple), which are the current estate tax exemption amounts. The truth is, if you have roughly...

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