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Beneficial Ownership Information Reporting Resource Center

Visit our page dedicated to providing resources that will help you better understand Beneficial Ownership Information (BOI) requirements and how you can most efficiently comply.

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Displaying 647 results for "10B3c951-6558-4Ea2-Bbc1-4930A8d81a4d". Start a new search

May 06, 2025 Camille Clemons

Reimagining Retirement: Alternative Investments in Defined Contribution Plans

The following article is for general informational purposes only and should not be construed as legal, tax, investment, financial or other advice. See full disclaimer below. The future of retirement investing is at a crossroads — and nowhere was that more evident than at the recent DCALTA...

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May 01, 2025 Jim Lisy

From Tariffs to Confidence Levels: Where Does the M&A Market Stand?

The Cohen & Co team recently returned from the DealMax conference in Las Vegas where representatives of just about every firm involved in the deal world converged to talk M&A. According to event sponsors, over 3,200 professionals attended, representing firms responsible for deploying over $400...

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April 22, 2025 Chris Bellamy, Randy Myeroff, Joe Falbo

Forbes Honors Three from Cohen & Co as America’s Best-In-State CPAs

We are pleased to share CEO Chris Bellamy and Senior Adviser Randy Myeroff, both from the firm’s Cleveland, Ohio, office; and Partner Joe Falbo, from the Buffalo, New York, office have been recognized by Forbes on its inaugural America’s Best-In-State CPAs list.

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April 21, 2025 James Augustine

U.S.-Norway Agreement Minimizes Withholding Tax for U.S. RICs

In November 2024, the Kingdom of Norway and the U.S. entered a Competent Authority Arrangement (CAA), which allows U.S. Regulated Investment Companies (RICs) to claim tax benefits under the U.S.-Norway Double Tax Treaty (DTT). This agreement reduces the dividend withholding tax rate for qualifying...

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April 16, 2025 John Cavalier

Cohen & Co Drives Value in CFO Suite with Certifications from Sage Intacct and Workday Adaptive Planning

Cohen & Co, one of USA Today’s Most Recommended Tax and Accounting Firms, is excited to announce it is now a certified implementation partner for two leading financial management software platforms: Sage Intacct and Workday Adaptive Planning. Together, these platforms build on each other’s strengths...

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April 14, 2025 Kathleen Leatherwood

Trusts & Taxes 101: Irrevocable Life Insurance Trusts and Qualified Subchapter S Trusts

Posted by Kathleen Leatherwood and Amber Diulus There are many different trusts available as a part of estate planning, each constructed in different ways to be the most tax advantageous depending on you and your family’s situations and assets. Two types of trusts, Irrevocable Life Insurance...

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April 07, 2025 Brian Fiedler

3 Accounting and Tax Areas Your Technology Start-Up Can’t Afford to Ignore

As a start-up company in the technology sector, you likely will encounter a range of complex accounting and tax challenges due to the fast-paced nature of the industry, ongoing product development, and the distinct ways companies in this space are structured and financed. These factors can all...

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March 31, 2025 Hannah Prengler

5 Q&As on Pennsylvania’s New 2025 Annual Report Requirement

Posted by Dale Hazzard and Hannah Prengler Beginning January 1, 2025, Pennsylvania requires nearly all types of domestic and foreign entities located or doing business in Pennsylvania to file an annual report. Below highlights what your business needs to know. 1. Which Entities Must File an...

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March 31, 2025

Cohen & Co Finalizes Tassi and Company Acquisition

Cohen & Co has completed its acquisition of Tassi and Company, effective today. The transaction enhances the firm’s national real estate service offering while also expanding the firm’s presence in the Chicago market. All Tassi and Company’s professionals have joined the firm, including Founder...

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March 25, 2025 Kelly Anzevino, Jason Jones

FinCEN Exempts U.S. BOI Reporting, Issues New Deadlines for Foreign Companies

On March 21, 2025, FinCEN issued an interim final rule removing the requirement for U.S. companies and U.S. persons to report beneficial ownership information (BOI) under the Corporate Transparency Act (CTA). The CTA was passed in 2021 to enhance transparency and combat illegal financial activities....

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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.

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