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 MoreIf your fund or portfolio company is considering acquiring a pass-through entity this year, such as an S Corporation, advance planning can be the key to help minimize purchase price adjustments due to a seller’s tax burden. In particular, recently created state elections for pass-through entities...
Read MoreAs I reflect on my internship experience thus far, I greatly appreciate the kindness everyone at Cohen & Co has shown me.
Read MoreThe rise in business aircraft purchases across the U.S. in recent years has led to company owners, management and employees using such aircraft for both business and personal purposes — often saving time, enhancing flexibility and increasing productivity. However, the IRS has taken notice. On...
Read MoreOn January 10, 2024, the SEC approved the listing and trading of 11 spot bitcoin exchange-traded products. These products, known as spot bitcoin ETFs, began trading on January 11, 2024. Now that they are officially on the market, a natural — and important — question is, how will they be...
Read MoreIn response to the devastating natural disasters that began on August 24, 2023, in several Michigan counties, the IRS has granted tax deadline extensions to provide support and flexibility to individuals and businesses in the affected areas. Eligible taxpayers will have until June 17, 2024, to file...
Read MoreAlthough beginning an internship is very exciting, it can also be extremely nerve racking, especially for first-time interns!
Read MorePosted by Matthew Divis & Kayla Lieb Some taxpayers may feel they don’t need to worry about estate planning, because they have less than $13,610,000 of net assets ($27,220,000 for a married couple), which are the current estate tax exemption amounts. The truth is, if you have roughly more than $7...
Read MoreNOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. Have you been asked to provide personal, confidential information for a Beneficial Ownership Information (BOI) report, as mandated under the federal...
Read MoreCohen & Co received the distinction of “Best Accounting and Audit Services” in the 2024 With Intelligence Fund Operations and Services Awards. The annual awards ceremony recognizes and rewards fund service providers who have demonstrated exceptional client service, innovative product...
Read More** This blog was last updated 8/14/24 ** NOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. On December 22, 2023, New York’s governor signed Senate Bill 995B/Assembly Bill 3484A, enacting the New...
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