Gain an understanding of trusts by exploring the most commonly used structures, their functions and tax implications. Be ready for your next conversation with your legal and tax advisers.
Learn MoreThis guide will help you better understand the 10 most commonly used trust structures, their high-level functions and potential tax implications.
Read MoreFund structure is one of the most important decisions an alternative investment manager makes. Learn the five areas to consider before launching or adding new vehicles.
Read MoreThe Financial Accounting Standards Board (FASB) issued a proposed Accounting Standard Update (ASU) on July 1, 2026, potentially impacting Topic 820, Fair Value Measurement relating specifically to investment companies with equity securities subject to contractual sale restrictions (such as “lock-up...
Read MoreExplore 10 trust structures, elections and provisions that can support charitable, family and business planning goals while managing taxes and assets.
Read MoreIf you are a finance leader, the next few reporting cycles will see dynamic changes to your footnote disclosures and possibly the face of your financial statements.
Read MoreLearn about essential disclosures and REIT compliance considerations every financial reporting professional and REIT executive should know.
Read MoreThe alternative investment industry appears to be undergoing a structural reset. Why do hedge funds matter again, or did they ever stop?
Read MorePargat Singh, a senior manager at the firm, has been recognized on the 2026 Crain’s Detroit Business list of Notable Leaders in Accounting, Consulting & Law.
Read MoreHard work, growth, leadership, impact. These words describe the more than 100 individuals, across all levels and geographies, Cohen & Co is proud to promote in 2026.
Read MoreTreasury and the IRS’ recent discussions around Section 351 transactions, in-kind redemptions, swaps and straddles highlight potential broader implications for taxpayers.
Read MoreNonprofit controllers, CFOs and finance directors will gain relevant insights and an actionable playbook to help manage tight budgets and high stakes.
Read MoreDifferences in accounting framework and audit standards for local government investment pools can change how they are audited and their financial statements interpreted.
Read MoreChris Bellamy, Adam Hill and Justin Thomas have been recognized on the 2026 Crain’s Cleveland Business list of Notable Leaders in Accounting, Consulting & Law. The award recognizes the best of the best in these fields across Northeast Ohio, featuring individuals who impact change, embody mentorship,...
Read MoreFinance leaders play an important role in helping business owners execute, monitor and adapt their estate plans. Learn how to add value and help avoid costly surprises.
Read MorePrivate REITs going public need robust accounting, enhanced transparency and improved investor communications. Learn what’s ahead as you move into public reporting.
Read MoreCohen & Co has named Brian Ganser, MBA, partner in charge of advisory, effective July 13, 2026. In this role, Brian is responsible for the strategy, growth and operational performance of the firm’s Advisory Practice, including its Office of the CFO, Transaction Services and Valuation teams. Brian...
Read MoreFor CFOs and other C Corporation financial leaders, tax attributes like net operating losses (NOLs) are more than an accounting line item; they are a strategic asset. When used effectively, NOLs reduce taxes, improve liquidity and enhance valuation. However, Internal Revenue Code Section 382 can...
Read MoreOn July 1, 2026, the Qualified Opportunity Zones (QOZs) 2.0 nomination process formally kicked off. The process requires governors of each state and U.S. territory to nominate low-income census tracts to be certified as QOZs. These new 10-year tracts will take effect January 1, 2027, and last until...
Read MoreTo help you stay up to date with evolving investment industry regulations, their timing and overall impact, read Cohen & Co’s recap of the latest developments.
Read MoreRead Part 1 in our series offering REIT executives, and accounting and compliance officers a framework for navigating going public, mitigating risks, and positioning for long-term credibility and public trust.
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