Collective investment trusts (CITs) aren’t new — but they’ve quietly positioned themselves for the next major evolution in the retirement investment landscape. According to reports from the SEC and ICI, as of December 31, 2024, CITs accounted for $7 trillion of the $12.4 trillion in defined...
Read MoreThe House of Representatives’ reconciliation bill — The One, Big, Beautiful Bill (TOBBB) — took another step forward this past week when the House Budget Committee advanced the bill by a vote of 17-16. TOBBB will now go to the House Rules Committee, where changes are expected ahead of making its way...
Read MoreThe investment management industry is constantly evolving, driven by regulatory changes, market dynamics and innovative financial products. At the recent Cohen Client Conference, we explored several key tax trends impacting mutual funds, ETFs, private equity and hedge funds. Below is an update on...
Read MoreTokenization is reshaping the financial landscape, offering innovative ways to represent and trade assets in a digital world. A panel discussion at the recent Cohen Client Conference shed light for audience members on what tokenized funds are, their benefits, challenges and the path to adoption....
Read MoreThe SEC is undergoing a transformative phase under the leadership of Chairman Paul Atkins, who returned to the SEC in 2025 after serving as a commissioner from 2002 to 2008. The SEC is critical to our clients and anyone in the investment industry, so we focused one of our Cohen Client Conference...
Read MoreAt our recent Cohen Client Conference focused on the investment industry, our “Navigating Trends: M&A in Asset Management” panel provided a glimpse into what we are seeing, and what we can expect, regarding new mergers and acquisitions in the asset management space. And it looks like all signs are...
Read MoreCongratulations on the purchase of your new property! Whether this is your first time in the commercial real estate market or your team’s 100th acquisition, the fun really begins the day after the purchase, at least for your accounting team. As your asset management team moves on to the next...
Read MoreThe following article is for general informational purposes only and should not be construed as legal, tax, investment, financial or other advice. See full disclaimer below. The future of retirement investing is at a crossroads — and nowhere was that more evident than at the recent DCALTA...
Read MoreThe Cohen & Co team recently returned from the DealMax conference in Las Vegas where representatives of just about every firm involved in the deal world converged to talk M&A. According to event sponsors, over 3,200 professionals attended, representing firms responsible for deploying over $400...
Read MoreWe are pleased to share CEO Chris Bellamy and Senior Adviser Randy Myeroff, both from the firm’s Cleveland, Ohio, office; and Partner Joe Falbo, from the Buffalo, New York, office have been recognized by Forbes on its inaugural America’s Best-In-State CPAs list.
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