The One Big Beautiful Bill Act (OBBBA) will have widespread impact for almost every taxpayer. Visit our OBBBA Resource Center regularly for continuing updates and guidance on the tax impact of this legislation to you and your industry.
Learn MoreASU 2023-09 particularly impacts funds registered with the Investment Company Act of 1940, such as open-end, closed-end and exchange-traded funds (ETFs).
Read MoreExisting trusts have nine months, beginning Nov 10, 2025, to amend governing instruments to authorize staking according to new safe harbor requirements.
Read MoreMinimizing taxes is an ongoing challenge for individual taxpayers, and, as year-end approaches, that goal becomes even more critical. There are numerous options within the tax code to help reduce your individual tax burden. To accomplish this, you must evaluate your overall tax situation and goals...
Read MoreExplore the eligibility of Sec. 743(b) for bonus depreciation, the regulatory framework permitting its limited usage and practical considerations.
Read MoreLearn about FEOC requirements, Beginning of Construction (BOC) thresholds, and tax considerations for alternative financing and investing structures.
Read MoreCould an ETF share class be an efficient extension of your existing product line? Four areas will be key: regulatory approval, operational readiness, tax treatment and governance.
Read MoreCohen & Co has moved from Williamsville, New York, to downtown Buffalo. The new office, located at 50 Fountain Plaza, Suite 900, is in the heart of Buffalo’s Central Business District.
Read MoreCharitable remainder trusts and charitable lead trusts are two options that can help you achieve your goals while still allowing you to take the related income tax deduction.
Read MoreCohen & Co is proud to announce Al Brink and Tim Kaiser have joined the firm’s Tax Practice as partners.
Read MoreCohen & Co has been named “Best ETF Auditor” — one of the top honors in the ETF ecosystem — in the 2025 ETF Express U.S. ETF Awards.
Read More