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Learn MoreCohen & Co has been named the winner of the Association for Accounting Marketing’s (AAM) 2023 Marketing Achievement Award in the “Marketing and PR – Recruiting Campaign” category. Announced at AAM’s annual summit on May 8, winners were chosen for accomplishing a specific goal or objective, executing...
Read MoreI recently participated in an ACA webinar created for ICI Investment Management Conference attendees on the regulatory, financial, operational and distribution requirements of exchange-traded funds (ETFs). Alongside Joseph Higgins and Steve Feinour, we covered: The ETF ecosystem Differences...
Read MoreThe Ronald B. Cohen Forum on Entrepreneurship and Innovation honors Mr. Cohen and his lifelong dedication to entrepreneurship, innovation and philanthropy.
Read MoreHistorically, energy projects have often produced more tax credits than sponsors have the ability to use. This has required sponsors to undergo a significant effort to syndicate the credits, which generally means finding investors with the right tax appetite that will invest in a project in exchange...
Read MoreRecently, Cohen & Co participated in an ETF Bootcamp event for the investment industry, “Building a Successful ETF Business.” Our panel discussion covered many topics, ranging from reasons to enter the ETF business, including tax benefits of the ETF structure, distribution accessibility, intraday...
Read MoreOn December 27, 2022, Ohio Governor Mike DeWine signed HB 223 into law, expanding the ability of vendors to deduct sales tax for bad debts. The bill impacts businesses, such as retail stores, that offer store-branded credit cards and applies to debt charged off as uncollectible on or after July 1,...
Read MoreEveryone loves a “Cinderella Story” that begins with a scrappy team of tech-savvy founders and evolves into the next Apple or Google. But that doesn’t happen overnight. A successful technology business starts with a great idea, passion and an entrepreneurial spirit, but ultimately takes planning and...
Read MoreUnder the Inflation Reduction Act of 2022 (IRA), energy projects that meet certain criteria are eligible to receive enhanced tax credit rates under IRC Sections 30C, 45, 45L, 45Q, 45U, 45V, 45Y, 45Z, 48, 48C and 48E. The potential benefits to a project are significant, as the enhanced rates are five...
Read MoreThe Inflation Reduction Act (IRA) of 2022 created an increased or “bonus” credit rate for certain solar and wind facilities placed in service in connection with low-income communities under Section 48(e). Bonus credit amounts significantly increase the tax incentives of qualified projects and will...
Read MoreCohen & Co has named Assurance Partner Keith Klodnick Market Leader for the Ohio region, effective immediately.
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