Visit our page dedicated to providing resources that will help you better understand Beneficial Ownership Information (BOI) requirements and how you can most efficiently comply.
Learn MoreSince its implementation on January 1, 2019, the FASB Accounting Standards Codification (ASC) 606 has significantly impacted how privately owned software and Software-as-a-Service (SaaS) companies recognize revenue. Six years later, in 2025, these businesses continue to grapple with the complexities...
Read MoreCohen & Co has completed its acquisition of Tax & Wealth Management, Inc. (TWM), effective today. The transaction reinforces and builds on Cohen & Co’s private client services, which focus on the needs of family offices and ultra-high-net-worth individuals. All TWM associates have joined the...
Read MoreIn June of 2024 the Supreme Court unanimously decided in Connelly v. United States that a corporation’s contractual obligation to redeem shares is not necessarily a liability that reduces a corporation’s value for purposes of the federal estate tax. Further, the Court stated that the value of a...
Read MoreCohen & 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 More