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Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Join us in person and online for events that address timely topics and key business considerations.

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Find out what is happening at Cohen & Co, from industry recognitions and growth updates, to where we are contributing to important media stories.

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Events

Upcoming Events

November 13 1 to 2 p.m. ET
Presenters: Jay Laurila

ETF Share Class: Asset Manager Considerations

Jay Laurila will speak on the webinar “ETF Share Class: Asset Manager Considerations.”

Event Details
Nov 18 - Dec 2 11 a.m. to Noon ET
Presenters: Tom Kotick, Angel Rice, Bob Bauer, Tim Kaiser

Year-End Tax Planning Webinars

Year-end tax planning is a critical time for both individuals and businesses. The key is to evaluate your overall tax situation and implement the right tactics and strategies that will help you maximize opportunities and stay compliant.

Event Details
November 18 1:30 to 2:20 p.m. ET
Presenters: Mike Dellavalle

ETP Forum

Mike Dellavalle will speak on the “Crypto ETFs: Navigating the Next Phase of Digital Asset Access” panel at ETP Forum.

Event Details
November 20 Noon to 12:45 p.m. ET
Presenters: Lori Novak

ICI Retail Alternatives and Closed-End Funds Conference

Lori Novak will speak on the panel “Valuation and Other Daily Challenges for Closed-End Fund Operations” at the ICI Retail Alternatives and Closed-End Funds Conference.

Event Details
December 2 3:30 to 4 p.m. ET
Presenters: Cynthia Pedersen

Boston Institutional Digital Assets Forum

Cynthia Pedersen will speak on the panel “Regulatory Clarity: What’s Next for U.S. and Global Crypto Regulations” at the Boston Institutional Digital Assets Forum.

Event Details
December 4 11 a.m. to 12:15 p.m.
Presenters: Adam Hill, Dave Sobochan, Asha Shettigar, Dave Charles, Angel Rice

Webinar: National Real Estate & Construction Market & Legislative Update

Join us for a look back on Q3 activity in the multifamily, office, retail and industrial property sectors across the national real estate and construction industry, and a look ahead to what’s next in 2026.

Event Details

Past Events

November 5 11:25 a.m. to Noon CT

ALTSTX

Jay Laurila moderated the panel “Infrastructure, Critical Materials and Clean Energy Investments — What will the Path to Growth Look Like?” at ALTSTX.

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October 30 2 to 3 p.m. ET

Webinar: Is an ETF Share Class Right for Your Funds?

The wait is over … The SEC’s long-anticipated approval of ETF share classes marks a defining moment for the U.S. fund industry. As the industry moves from planning to implementation, we hosted a timely discussion with practical insights for navigating the opportunities and challenges in this new era.

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October 23 5 to 5:50 p.m. ET

WSBA Crypto and Blockchain Summit 2025

Mike Dellavalle will be speaking on the panel “The Tokenization Frontier: Real World Assets, Compliance, and Market Traction” at the WSBA Crypto and Blockchain Summit 2025.

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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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