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We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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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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Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
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Events

Upcoming Events

September 3 2:00 p.m. ET
Presenters: John Braun

The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues

John Braun speaks on the MFDF panel “The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues.”

Event Details
September 8-9
Presenters: Jay Laurila, Brett Eichenberger

2025 ICI ETF Conference

Join us for two sessions during this year’s ICI ETF Conference.

Event Details
September 11 11:15 a.m. to Noon ET
Presenters: Asha Shettigar

IMN Real Estate CFO & COO East

Asha Shettigar will be moderating the panel “Taxes & the New Administration: Staying up to Code” at the General Session of IMN Real Estate CFO & COO East.

Event Details
September 29 2:15 p.m. to 2:50 p.m. ET
Presenters: Jay Laurila

ALTSDC 2025

Jay Laurila will be moderating the panel “Unlocking Higher Returns in Infrastructure, Critical Materials and Clean Energy Investments” at ALTSDC 2025.

Event Details

Past Events

August 28 11 to 12:15 p.m.

Webinar: National Real Estate & Construction Market & Legislative Update

Join us for a Q2 2025 report on the national real estate and construction industry landscape.

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August 26 11 a.m. to Noon ET

Webinar: You’ve Been Acquired by Private Equity — Now What?

Hear from private equity firms and portfolio companies on how to prepare for, work with and thrive in a private equity owned environment.

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August 19 11 a.m. to Noon ET

Webinar: AI Readiness — Is Your Organization Prepared for the Journey?

We discuss the keys to being AI ready and getting the most out of this evolving technology.

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August 12 11 a.m. to Noon ET

Webinar: Grant Audits — What Your For-Profit Entity Needs to Know

For-profit entities that receive funding from federal agencies may need a grant audit. Learn more about this unique type of audit, including how to know if you need one, what to expect and how to prepare. We also discuss internal controls over applicable compliance requirements and general best practices.

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August 5 11 a.m. to Noon ET

Webinar: State & Local Taxation — Staying Ahead of the Curve

Dig into state tax considerations stemming from The One Big Beautiful Bill Act; recent income and sales tax changes for Maryland, Michigan, Ohio and Washington; and several new tax amnesty programs on the horizon.

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July 29 11 to 12:15 p.m.

Webinar: One Big Beautiful Bill Act: A Closer Look at Industry Impact

If you missed our “One Big Beautiful Bill Act: A Closer Look at Industry Impact” webinar, watch the recording to gain perspective how the OBBBA will impact high-net-worth individuals, private companies, and the private equity, investment and real estate industries.

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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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