Cohen & Co has finalized its strategic growth investment from Lovell Minnick Partners (LMP), effective December 31, 2024. As a result of LMP’s investment, Cohen & Co is positioned to accelerate its multi-year strategic plan focused on growth, people, technology, quality initiatives and the expansion...
Read MoreAs we near the end of 2024 and look ahead to 2025 and the years to come, it is more important than ever to be thinking strategically about tax planning, particularly as we are still uncertain about the fate of the many provisions of the Tax Cuts and Jobs Act (TCJA) of 2017. Below are important...
Read MoreTax and Wealth Management, Inc. (TWM) is joining Cohen & Co, one of the top tax and accounting firms in the U.S. Based in downtown Cleveland, TWM is a boutique CPA firm serving individuals and families with complex tax, estate and financial needs. The transaction is expected to close in early...
Read MorePosted by Jen Baker, Ariel Chester and Jonathan Williamson With 2024 coming to a close, it is time to shift gears to focus on wrapping up 2024 tax items and planning for 2025. Now is a perfect time for your real estate or private equity fund to complete any necessary maintenance, as well as a bit...
Read MorePosted by Jake Biondo and Colin McLaughlin One of the most important aspects of managing and advising investment funds is to protect those who invest in your fund. This includes providing them with timely audited financial statements to assist them in making critical investment decisions and...
Read MoreDespite the recently concluded political elections, taxpayers continue to have uncertainty regarding potential future tax changes. The impact of these elections, the potential sunset of many individual provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) and a more aggressive tax enforcement...
Read MoreCohen & Co is pleased to announce it has moved from its Hunt Valley location to Towson, Maryland. The firm’s new home will reside in Towson Commons at 1 W. Pennsylvania Avenue, Suite 1000, for the duration of its 10-year lease. Relocating its approximately 70 employees to Baltimore County’s...
Read MoreGoing through a financial statement audit can sound like a daunting task, especially if your company has never been audited before. Why are we being audited? What does the process entail? What do we do once the audit is complete? These are all valid and common questions asked by first-time...
Read MoreAn underlying theme in year-end tax planning for high-net-worth individuals last year was planning around the impending sunset of the 2017 Tax Cuts and Jobs Act (TCJA). That theme continues this year, albeit with even more uncertainty. The election of former President Donald Trump along with a...
Read MoreAngel Rice has been named to the Crain's Cleveland Business 40 Under 40 class of 2024, honoring rising stars across many industries in Northeast Ohio. A lifelong Northeast Ohioan, Angel is compassionate and committed to making an impact. An established leader in the real estate industry, she is...
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