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August 10, 2021 John Cavalier, Jason Zeman

Treasury Optimization 101

When is the last time you took a careful look at the treasury department of your business? How are you saving money and creating efficiencies while managing the lifeblood of your business: your cash? In this installment of our series on treasury and risk management best practices, explore the core...

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August 09, 2021 Tina Dzik

Receiving Provider Relief or Shuttered Venue Operators Grant Funds Could Mean a Compliance Audit for Your Organization

Many nonprofit and commercial organizations have received funding from the federal government in various forms since 2020, from the Paycheck Protection Program (PPP) to the Provider Relief Fund (PRF) to the Shuttered Venue Operators Grant (SVOG). While these funds have been well deserved and well...

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August 06, 2021 Hannah Prengler

How Sales & Use Tax Can Affect Construction Contractors

As a part of our series aimed at helping you navigate the impact of sales and use tax on your business, periodically we will focus on the impact of these taxes on specific industries, beginning with a high-level look at construction. Construction contractors face many complexities when navigating...

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August 03, 2021 Brian Fiedler

How the New Lease Standard Could Impact Your Compliance with 4 Common Debt Covenants

In this installment of our series on leases, we offer insights into ASC 842’s potential impact on your company’s debt covenants and what you should be doing now. Private companies and not-for-profits are by now aware they will have to implement ASC 842, Leases, beginning in 2022. Early adoption...

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August 02, 2021 Julie Lowry

Investment Industry Wire | August 2021

The pace and intricacies of regulatory change in the investment industry are, at times, nothing short of overwhelming. Yet, organizations in this space need to have a clear understanding of evolving regulations, their timing and overall impact. To help you stay up to date, below is Cohen & Co’s...

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July 29, 2021 Marissa Holman

Doing Business in Washington? Know How the B&O Tax Could Impact You

Washington’s tax regime has always been non-traditional in comparison to other states, imposing no individual income tax or business tax for those within its borders. However, even well before Wayfair, Washington had a reputation as one of the most aggressive states pursuing out-of-state businesses,...

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July 23, 2021

How a Secure Software Development Model Can Minimize Your Cybersecurity Risk

In this installment of our cyber safety series, learn how implementing a secure software development process can minimize your risk for software breaches. Exploiting software vulnerabilities is one of the most common causes of cybersecurity breaches. These vulnerabilities are flaws in application...

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July 21, 2021 Hannah Prengler

What Impact Can Sales and Use Tax Have on Your Business?

In this first installment of our series aimed toward helping you navigate the impact of sales and use tax on your business, we start with a fundamental element: understanding the difference between and implications of sales and use tax. Sales and use taxes are transactional based and impact...

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July 16, 2021 Camille Clemons

3 Trust Options for Your New Mutual Fund or ETF

When deciding to enter the mutual fund or exchange-traded fund (ETF) space, one of the first critical decisions you’ll have to make is whether or not to establish your own trust or use an existing one. This significant decision should be carefully thought through, as it will affect many areas...

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July 15, 2021 John Cavalier, Jason Zeman

How To Incorporate Payment Process Best Practices into Your Business (and Why)

In this first installment of our series on treasury and risk management best practices, find out why it’s critical to incorporate payment process best practices into your business and what you can do to achieve that goal. Implementing payment process best practices for your treasury department...

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