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.
Learn MoreIt was my pleasure to serve as editor of this year’s AICPA Tax Adviser August Tax Clinic, a special section our firm has been honored to oversee and contribute to for decades under my colleague Tony Bakale. With the passing of this torch, I was excited to be entrusted with delivering insightful...
Read MoreCohen & Co has been named one of the “Best of the Best” accounting firms in the U.S. by INSIDE Public Accounting (IPA) for the third consecutive year.
Read MoreExplore key planning strategies to efficiently transfer assets to beneficiaries, while avoiding probate, and learn more about estate and gift tax planning.
Read MoreIn the complex landscape of financial reporting, entities in the U.S. must navigate a unique set of standards and regulations. Our recent CPE seminar on financial reporting for private companies shed light on not only the governing bodies that create these unique reporting requirements, but also on...
Read MoreWhen your entity receives federal funds, any purchases you make with federal funds, whether goods or services, must adhere to the Uniform Guidance rules outlined in the Code of Federal Regulations (CFR), specifically 2 CFR Part 200. These rules are designed to ensure procurement processes are...
Read MoreCohen & Co is pleased to announce Stephen Fisher, JD, LLM, an independent contractor working with the firm’s Investment Company Tax Group, will help serve Cohen & Co’s growing registered funds client base as a Senior Consultant, Tax. One of the top experts and nationally recognized authorities on...
Read MoreCohen & Co is pleased to announce the following promotions within the firm.
Read MoreNot-for-profit entities are typically well-versed in the need to track grant expenditures, and may have robust accounting systems or policies and procedures in place. However, for-profit entities may not be as familiar with the importance of tracking grant expenditures separately. Grant...
Read MoreCohen & Co is pleased to announce Trinette Simon has been named to Director, Inclusion & Equity for the firm. With a goal of ensuring inclusion is and remains an integral part of the firm’s culture, Trinette will work closely with the firm’s partners, leaders, managers and IDEA (Inclusion,...
Read MoreJay Laurila recently participated in a Nasdaq-sponsored webinar that also featured ETF specialists from K&L Gates and Brown Brothers Harriman. The insightful and wide-ranging discussion explored best practices for navigating the nuances of conversions to ETFs from mutual funds, SMAs and private...
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