Use our guide to help your private company proactively plan for tax opportunities and potentially ease your 2026 tax burden.
Learn MoreThe SEC’s new guidance addresses fair value measurement for private assets in registered funds, focusing on valuation, disclosures and private credit.
Read MoreThis past quarter brought several developments with potential implications for investment company valuation, financial reporting and regulatory compliance. Below is Cohen & Co’s quarterly recap of these developments and their potential, practical impacts.
Read MoreThis 2026 planning guide highlights planning items to consider, strategies to make informed decisions and better manage your company’s 2026 tax burden, and a user-friendly checklist to help you stay on track with your advisers.
Read MoreOur 2026 planning guide not only provides strategies to support informed discussions and effective tax planning, it also provides a user-friendly checklist to help you stay on track with your advisers.
Read MoreExplore key 2026 year-end tax planning strategies for individuals, related to income, deductions, investments, charitable giving, retirement and more.
Read MoreLearn about key tax planning areas and opportunities business owners and financial leadership should evaluate before year-end.
Read MoreThe ETF Express U.S. ETF Awards, one of the top honors in the ETF ecosystem, has named Cohen & Co the 2026 “Best ETF Auditor.”
Read MoreCohen & Co is proud to welcome David Swatosh as a partner in the firm’s Tax Practice. Based in Detroit, Michigan, David leads the firm’s initiatives related to research and development (R&D) tax credits, bringing more than 20 years of experience in the area.
Read MoreSEC proposes new crypto custody rules for advisers and funds, including limited self-custody, codified guidance and key changes to audit requirements.
Read MoreLearn five practical steps to assess fraud risk, strengthen controls and align compliance efforts with the DOJ’s latest corporate fraud enforcement directives.
Read MoreFor many not-for-profit organizations, a complex gift can be an opportunity to expand programs, strengthen long-term sustainability or accelerate your mission’s impact. At the same time, charitable gifts are not always as straightforward as cash or publicly traded securities. Organizations are...
Read MoreCohen & Co has been recognized as a leading service provider at this year’s Hedgeweek U.S. Awards, honored with the “Audit Firm of the Year: Start-Up” award.
Read MoreRevenue may tell you how busy you are, but these KPIs can often reveal whether you’re actually generating sustainable profits and maintaining adequate cash flow.
Read MoreExplore why hedge fund structures should follow investment strategy, aligning liquidity, fees, and access with investor objectives and sources of return.
Read MoreCohen & Co moved into a new location today in downtown Detroit. The office, located on the second floor of 1505 Woodward Ave., maintains the nationally recognized accounting firm’s presence in the heart of downtown Detroit and doubles its space to continue with its strategic growth plans.
Read MoreRev. Rul. 2026-20 and Notice 2026-62 address novel investment strategies that may produce tax results inconsistent with properly applying tax rules. Those engaged in certain transactions should know the impact.
Read MoreExplore how AI and automation can provide a practical framework for improving efficiency, maintaining auditability and supporting effective governance.
Read MoreThe mechanics of tax planning and compliance are critical to mitigate risk and reduce tax liability, and should be viewed as a continuum in tax preparation.
Read MoreHow do you know which outsourced accounting services fit with your needs? What is managed accounting vs. outsourced controller vs. outsourced CFO?
Read MoreCohen & Co is pleased to announce Rory Wilson has joined the firm as a partner and leader of its Forensic Services Group, adding to the firm’s growing Advisory Practice.
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