With year-end approaching, it's time for businesses to proactively plan for and execute on tax opportunities to help ease their 2025 tax burden. New this year is the One Big Beautiful Bill Act (OBBBA), which contains numerous tax law extensions as well as new provisions that may be impactful....
Read MoreCohen & 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...
Read MoreAs a business owner, you’ve likely dedicated a significant portion of your life nurturing and growing your business into a success. And now, regardless of the reason — and there are plenty — it’s time to sell. What are your next steps? What are the best practices to...
Read MoreOne of the most dreaded replies coming from a professional services provider is, “it depends.” Unfortunately, that’s truly the case when the issue involves the most optimal tax structure for your transaction. This is because, like most things in life, there are many variables...
Read MoreIf your fund or portfolio company is considering acquiring a pass-through entity this year, such as an S Corporation, advance planning can be the key to help minimize purchase price adjustments due to a seller’s tax burden. In particular, recently created state elections for pass-through...
Read MoreWith interest rates and inflation both on the rise, tax planning is as important as ever for businesses. We’ve compiled some of the key areas that can help business decision makers and entrepreneurs alike manage cash flow for their enterprise, and stay up to date on prominent changes to tax...
Read MoreIf 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...
Read MoreThis 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...
Read MoreSelling your business isn’t just about the business. That takes center stage of course, but it’s also just as much about you, the owner, and how financially prepared you’ll be in the next phase of your life. That’s where modeling the sale of your business and the impact it...
Read MoreAt this year’s fall Cohen & Co CPE Day, there was a special feeling in the air as our colleagues, peers and friends came together live and in person to learn from our presenters and each other about a variety of issues for their businesses. Below are some of the highlights from the day...
Read MoreAs a professional services firm, we focus on helping others be successful — our clients and their businesses, our colleagues and our profession as a whole. As leaders in an industry that is constantly changing and presenting new challenges (which we welcome), we are also committed to...
Read More“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...
Read MoreDespite the ongoing COVID-19 pandemic, the deal market, in many aspects, is on fire — with soaring multiples, a higher than normal volume of deals in play and private equity buyers taking a front seat. However, the pandemic has impacted transactions in critical ways, from valuations to deal...
Read MoreAs always, there is a lot going on in the tax world that impacts businesses and their owners, this year in particular due to the Tax Cuts and Jobs Act. It was my privilege to again serve as editor of the AICPA’s Tax Adviser August Tax Clinic, a special section in the professional journal...
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