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One Big Beautiful Bill Act (OBBBA) Resource Center

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.

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November 03, 2025 Mike Szymkowiak

Cohen & Co Moves Buffalo Office Downtown

Cohen & 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.

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October 31, 2025 Michael Boncher

Trusts & Taxes 101: Charitable Remainder Trusts vs. Charitable Lead Trusts

Charitable 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.

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October 27, 2025 Al Brink, Tim Kaiser

Cohen & Co Adds Tax Partners Al Brink and Tim Kaiser

Cohen & Co is proud to announce Al Brink and Tim Kaiser have joined the firm’s Tax Practice as partners.

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October 24, 2025

Cohen & Co Named “Best ETF Auditor” for 5th Consecutive Year

Cohen & 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.

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October 22, 2025 Valerie Steppel

4 Ways Your Tech & Life Science Company Can Benefit from a Financial Audit Before It’s Required

Why would a tech start-up conduct a financial statement audit before it’s even required? There are many long-term benefits to consider.

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October 15, 2025 Mike Dellavalle

Digital Asset Tokenization: What Advisers Need to Know Before Investing

Tokenized assets are here to stay. Learn what investment advisers and capital allocators need to know when deciding if investing in tokenized assets is the right fit.

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October 10, 2025

Cohen & Co Named Audit Firm of the Year for Start-Ups in 2025 Hedgeweek U.S. Awards

These prestigious awards recognize excellence and leadership among fund managers and service providers in the U.S. across a wide range of categories.

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October 07, 2025 Cynthia Pedersen

GENIUS Act Offers Stablecoin Guidance; Comment Period Now Open

Learn more about key provisions in the GENIUS Act and on which particular items the Treasury is seeking comments.

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October 02, 2025 Jim Lisy

Is the M&A Market Ready to Wake Up?

Many are disappointed in the “sleepy” volume of market transactions in 2025, despite early optimism. Will transactions heat up in Q4 and beyond?

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September 30, 2025 Laura White

IRS Phases Out Paper Refund Checks for Individuals

Once the IRS provides its guidance, we will issue additional information on how to make electronic payments to the IRS, such as creating an online account or making a direct payment to the IRS via a bank account.

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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