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Beneficial Ownership Information Reporting Resource Center

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.

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Displaying 654 results for "Ea03b5a9-751A-4D63-97Be-5Ebbff506be2". Start a new search

April 21, 2025 James Augustine

U.S.-Norway Agreement Minimizes Withholding Tax for U.S. RICs

In November 2024, the Kingdom of Norway and the U.S. entered a Competent Authority Arrangement (CAA), which allows U.S. Regulated Investment Companies (RICs) to claim tax benefits under the U.S.-Norway Double Tax Treaty (DTT). This agreement reduces the dividend withholding tax rate for qualifying...

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April 16, 2025 John Cavalier

Cohen & Co Drives Value in CFO Suite with Certifications from Sage Intacct and Workday Adaptive Planning

Cohen & Co, one of USA Today’s Most Recommended Tax and Accounting Firms, is excited to announce it is now a certified implementation partner for two leading financial management software platforms: Sage Intacct and Workday Adaptive Planning. Together, these platforms build on each other’s strengths...

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April 14, 2025

Trusts & Taxes 101: Irrevocable Life Insurance Trusts and Qualified Subchapter S Trusts

Posted by Amber Diulus There are many different trusts available as a part of estate planning, each constructed in different ways to be the most tax advantageous depending on you and your family’s situations and assets. Two types of trusts, Irrevocable Life Insurance Trusts (ILITs) and Qualified...

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April 07, 2025 Brian Fiedler

3 Accounting and Tax Areas Your Technology Start-Up Can’t Afford to Ignore

As a start-up company in the technology sector, you likely will encounter a range of complex accounting and tax challenges due to the fast-paced nature of the industry, ongoing product development, and the distinct ways companies in this space are structured and financed. These factors can all...

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March 31, 2025 Hannah Prengler

5 Q&As on Pennsylvania’s New 2025 Annual Report Requirement

Posted by Dale Hazzard and Hannah Prengler Beginning January 1, 2025, Pennsylvania requires nearly all types of domestic and foreign entities located or doing business in Pennsylvania to file an annual report. Below highlights what your business needs to know. 1. Which Entities Must File an...

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March 31, 2025

Cohen & Co Finalizes Tassi and Company Acquisition

Cohen & Co has completed its acquisition of Tassi and Company, effective today. The transaction enhances the firm’s national real estate service offering while also expanding the firm’s presence in the Chicago market. All Tassi and Company’s professionals have joined the firm, including Founder...

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March 25, 2025 Kelly Anzevino, Jason Jones

FinCEN Exempts U.S. BOI Reporting, Issues New Deadlines for Foreign Companies

On March 21, 2025, FinCEN issued an interim final rule removing the requirement for U.S. companies and U.S. persons to report beneficial ownership information (BOI) under the Corporate Transparency Act (CTA). The CTA was passed in 2021 to enhance transparency and combat illegal financial activities....

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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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