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September 10, 2024 Dave Sobochan

Regulations Clarify How REITs Can Sell or Transfer Key Tax Credits

On April 25, 2024, the Treasury Department released final regulations under Internal Revenue Code Section 6418, providing clarity regarding the transfer and sale of certain tax credits by, or on behalf of, a Real Estate Investment Trust (REIT). The overview below illustrates how these clarifications...

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September 06, 2024 Robert Venables, Miroslav Georgiev, Marco Montefiori, Brandon Miller, Ray Polantz, Jonathan Williamson

AICPA Tax Adviser Highlights Partnership Rules, Sec. 163(j), Bitcoin ETFs and More

It 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...

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September 05, 2024

Cohen & Co Named 2024 “Best of the Best” by INSIDE Public Accounting

Cohen & 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.

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September 03, 2024 Laura Sefcik

Trusts & Taxes 101: Probate & Estate/Gift Taxes

Explore key planning strategies to efficiently transfer assets to beneficiaries, while avoiding probate, and learn more about estate and gift tax planning.

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August 26, 2024 Jami Blake, Beth Reho

What’s Ahead for Private Company Financial Reporting

In 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...

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August 19, 2024 Marie Brilmyer

7 Rules to Follow When Purchasing Goods and Services with Federal Grant Funds

When 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...

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August 14, 2024 Stephen Fisher

Cohen & Co Welcomes Stephen Fisher, Senior Consultant

Cohen & 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...

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August 01, 2024

Cohen & Co Announces 2024 Promotions

Cohen & Co is pleased to announce the following promotions within the firm.

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July 29, 2024 Sean Kilcher

A Primer on How to Account for Your Grant Expenditures

Not-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...

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July 23, 2024 Trinette Simon

Trinette Simon to Lead Inclusion & Equity at Cohen & Co

Cohen & 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,...

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

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