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March 25, 2025 Dave Sobochan

Dave Sobochan Named to Real Estate Roundtable President’s Council

Partner Dave Sobochan has been named to The Real Estate Roundtable’s President’s Council. Based in Washington, D.C., The Real Estate Roundtable is a public policy think tank representing the real estate industry and its participants — drawing regular engagement from policy makers and senior...

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March 19, 2025 Trinette Simon

Trinette Simon Named as a Finalist for 2025 ATHENA Award

Director, Inclusion & Equity Trinette Simon has been named as a finalist for the 2025 ATHENA Award, sponsored by the Regional Chamber and The Vindicator/vindy.com. The final award presentation, slated for May 15 during the annual award dinner, will be presented to a local woman who has made...

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March 18, 2025 Asha Shettigar

Asha Shettigar Honored by NJBIZ as 2025 Leader in Finance

Asha Shettigar, partner and lead of the firm’s REIT Practice, has been recognized as a 2025 Leader in Finance by business publication NJBIZ. The award, bestowed by a panel of independent judges with experience in the financial field, honors financial executives who contribute to the success of their...

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March 18, 2025 Stephenie Truong

Trusts & Taxes 101: Electing Small Business Trusts

Our Trust & Taxes 101 series explains how Electing Small Business Trusts can be useful to business owners in passing their S Corporation onto beneficiaries.

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March 13, 2025 Adam Hill, Dave Sobochan

U.S. Commercial Real Estate Update: Trends & Forecasts

The U.S. commercial real estate industry continues to experience significant shifts that are reshaping various sectors. However, as the market navigates this period of transition, key trends and forecasts indicate an overall trend toward more balanced and stable conditions. Below we look at...

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March 11, 2025 Asha Shettigar

Cohen & Co Welcomes REIT Practice Lead Asha Shettigar

Cohen & Co is proud to announce Asha Shettigar has joined the firm’s New York City office as a tax partner and lead of the firm’s REIT Practice. With nearly 25 years experience, including Big 4 accounting firm and global consulting backgrounds, Asha has worked with some of the largest public and...

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March 06, 2025 Chris Bellamy

Cohen & Co Announces Strategic Acquisition of Tassi and Company

Cohen & Co, one of the top tax and accounting firms in the U.S., is pleased to announce the acquisition of Tassi and Company. Based in the northwest suburbs of Chicago, Tassi and Company is a boutique accounting and consulting firm providing services tailored to the real estate industry. The...

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March 04, 2025 Brian Fiedler

How Convertible Notes and SAFEs Can Help Tech Companies Address Short-Term Cash Flow

Technology and life science companies often have aggressive growth strategies centered on scalable software or products. To achieve their ambitious goals, these companies typically require multiple rounds of investment capital, sourced from friends and family, angel investors and venture capital...

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February 26, 2025 Angela Bacarella-Wood

Cohen & Co Welcomes Partner Angela Bacarella-Wood

Cohen & Co is proud to announce Angela Bacarella-Wood has joined the firm's Detroit, Michigan, office as an assurance partner. Angela brings nearly 25 years of assurance experience in a variety of areas. Her in-depth background includes both private and public company audits, large multinational...

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February 24, 2025 Anna Ward, Chad Shields

Trusts & Taxes 101: Intentionally Defective Grantor Trusts

The estate tax exemption is set to drop significantly after the Tax Cuts and Jobs Act (TCJA) provisions expire at the end of 2025. And while the results of the November 2024 election mean it’s possible those tax provisions could be extended with 2025 legislation, it’s also possible they will not. As...

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