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Cohen & Co’s Best of the Blogs 2022

January 03, 2023 Advisory Services, Assurance Services, Tax Services

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 taxes, not to mention an ever-evolving, multi-faceted digital asset ecosystem.

Our goal is to always bring our clients not only excellent service, but also perceptive insights that help them better understand the dynamic business environment in which we all operate. Below are the top Cohen & Co thought leadership pieces from 2022 our readers found most helpful.

Tax Ramifications of Gifting and Loaning Money to Family Members

Posted by Nicki Rococi

Is it better to gift or loan money to your loved ones? There may be business, personal or financial reasons to do either, but we look at the question — and the potential answers — from a tax perspective in one of our top performing blogs of the year.

Read now >> 

15 Takeaways from the Inflation Reduction Act’s Clean Energy Tax Incentives

Posted by Dave Sobochan and Mike McGivney

Members of our energy team look at the impact of the Inflation Reduction Act of 2022 on numerous clean energy tax incentives. Know the 15 provisions that can help you benefit from the new law.

Read now >> 

3 Complexities of Non-Fungible Tokens (NFTs) as Investment Assets 

Posted by Jamie Gasiorowski

An NFT is a digital asset that contains unique data or metadata that can make it more or less valuable. But, as humans, we need to reconcile the physical world with the digital one. This piece explains key complexities to consider when looking at NFTs as potential investment assets. 

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How to Minimize Your Tax on Golden Parachute Payments

Posted by Dennis Grady

With the active M&A market in 2022, it’s not surprising this topic landed on our list. Golden parachute payments are common in deals, but the related tax rules can be harsh. We help explain a vital exception in the tax code that can help make these payments more beneficial to all involved.

Read now >>

4 Critical Questions to Ask at Year-End About Your Organization’s Sales and Use Taxes

Posted by Mike Fink

Sales and use taxes have been building in importance since economic nexus thresholds were established in South Dakota v. Wayfair, Inc. Our state and local tax experts tackle the four key areas your business won’t want to overlook as you head into the new year. 

Read now >>

Retail Investors Listen Up: The SEC Adopts Rules That Will Require Improved and Transparent Shareholder Reports and Disclosures That Should Benefit You

Posted by Syed Farooq

As the SEC continues to modernize shareholder reporting for mutual funds and ETFs, it adopted rules that will require visually engaging and concise financial and performance dashboards, and improved reporting tailored toward retail investors. Our investment team covers what investors need to know.

Read now >>

Outsourcing Your Financial and Accounting Function: Why It Might Be Time

Posted by Caroline Jiang

We’ve endured a slew of new normals since 2020, and one glaring shift came in the form of a drastically changing workforce — from the Great Resignation to rampant turnover. Our advisory team examines compelling reasons to consider outsourcing your finance and accounting roles.

Read now >>

M&A Essentials White Paper: The Sale of a Privately Held Company

Posted by Jim Lisy

Selling your business is an emotional undertaking that may result in serious disruptions if not done right. This popular white paper helps owners understand how to manage the process and position the business for a continuing legacy under a new ownership structure.

Read now >>

6 Trends & Reminders in Today’s Evolving Investment Industry

Posted by Lindsay Selick and Deborah Hogan

The investment industry is complex and evolving at a pace with which it’s sometimes hard to keep up. From rulemaking to cybersecurity to the 3 Cs, our investment industry dedicated professionals shine a light on the top trends to keep on your radar.

Read now >>

How to Maximize the Tax Benefits of Capital Expenditures

Posted by Peter Myeroff

To expense or depreciate capital expenditures … That is the question. This blog provides answers and clarity around how developers can best treat expenditures to minimize tax liability and maximize stakeholder benefits.

Read now >>

Contact one of the authors or a member of your service team to discuss any of these topics further.

Cohen & Co is not rendering legal, accounting or other professional advice. Information contained in this post is considered accurate as of the date of publishing. Any action taken based on information in this blog should be taken only after a detailed review of the specific facts, circumstances and current law.

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