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Learn MoreCohen & Co is pleased to announce Mike Dellavalle has been named Market Leader, Technology & Life Sciences, effective June 1, 2024. This highly technical industry group of assurance, tax and advisory professionals works with the digital asset ecosystem of funds, fund managers and administrators, and...
Read MoreOne of the most dreaded replies coming from a professional services provider is, “it depends.” Unfortunately, that’s truly the case when the issue involves the most optimal tax structure for your transaction. This is because, like most things in life, there are many variables — tax and non-tax —...
Read MoreAt the Investment Company Institute’s 2024 Leadership Summit, the rise of exchange-traded funds (ETFs) was the focal point for many participants and panelists. As part of the event, Board IQ took a few moments to interview Registered Funds Market Leader Brett Eichenberger alongside other ETF and ’40...
Read MoreIn a somewhat unexpected ruling this past Wednesday, a Louisiana U.S. appeals court overturned in its entirety an SEC finalized rule adopted in August 2023. The rule, which amended the Investment Advisers Act of 1940, was intended to provide more protection to investors and transparency into...
Read MoreWe are pleased to announce several exciting leadership updates, effective at the beginning of the firm’s new fiscal year on June 1. Cohen & Co welcomes a new partner class of seven: Kelly Anzevino, Ryan Boylan, Dave Gonano, Lisa Long, Jeffrey McMichael, Jonathan Williamson and Stacey Wilson. We...
Read MoreCohen & Co is excited to announce Corey McLaughlin, formerly partner in charge of People & Culture, has been named chief operating officer for the firm as of June 1, 2024. In his new role, McLaughlin will have broad oversight of the firm’s assurance, tax and advisory service lines, as well as...
Read MoreThe Association for Accounting Marketing (AAM) has honored Cohen & Co with the “We AAM to Serve” award during its 2024 Marketing Achievement Awards, which were announced during its annual Summit in May. The “AAM to Serve” category honors the way AAM member firms give back, bring about change, and...
Read More** This blog was last updated 12/20/24 ** A grant audit, also known as a compliance audit or program-specific audit, is a type of financial audit conducted on organizations that receive grants or funding from federal sources, such as government agencies. The purpose of a grant audit is to ensure...
Read MoreTax equalization is one of the most tax-efficient strategies available to a regulated investment company (RIC). The strategy can reduce or even potentially eliminate a capital gain distribution requirement for your fund and your shareholders — yet not everyone uses it. While there are...
Read MoreAs the critical Wayfair decision from 2018 continues to unfold in terms of its implications, sales and use tax audits have skyrocketed as states look to recapture critical revenues. If your business is selected for a sales and use tax audit, understanding the process will help you minimize any...
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