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April 18, 2022 Lindsay Selick, Deborah Hogan

6 Trends & Reminders in Today’s Evolving Investment Industry

After recently attending the 2022 ICI Conference in Palm Desert, we walked away with a definite sense of priorities for the industry. From rule making and implementation to cybersecurity and climate, it’s clear our evolving industry has much to sort through, and look forward to, in the near future....

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April 12, 2022 Lisa Metzinger

5 Differences Between Income Tax Basis and GAAP for Real Estate Investors

How an entity’s financial statements are presented is often governed by bank documents or investor agreements, leaving owners of real estate firms without much of a choice in the matter. However, in some instances, you may have a choice between using income tax basis or GAAP to present your...

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March 24, 2022 Phil Baptiste

Employee vs. Independent Contractor: 20 Questions to Help You Figure It Out

Properly classifying workers as employees or independent contractors has always been a recurring tax issue for many business owners, but it’s likely even more important in our current environment. With a tight labor market forcing many businesses to use independent contractors to address staffing...

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March 17, 2022 Gino Scipione

4 Key Internal Control Challenges for Cryptocurrency Mining Operations

Cryptocurrency mining refers to the process of participating in a consensus mechanism that includes Proof of Work components. Generally, this is done to collect mining rewards from the network. In other words, cryptocurrency mining is the process of contributing computing power to the network in...

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March 16, 2022 Alane Boffa

Why Creating a Basic Estate Plan is Necessary — At Any Age

At 16, you can drive a car. At 18, you can vote and serve in the military. And at 21, you can order a drink in a bar. But when is the right time to create an estate plan? When should you create the basic documents that will help you and your family make important decisions in the face of an...

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March 10, 2022 Julie Lowry

Investment Industry Wire | March 2022

The pace and intricacies of regulatory change in the investment industry are, at times, nothing short of overwhelming. Yet, organizations in this space need to have a clear understanding of evolving regulations, their timing and overall impact. To help you stay up to date, below is Cohen & Co’s...

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March 09, 2022

7 Questions to Help Build the Right Advisory Team for Your Private Company

The help of the trusted business adviser has never been more in demand than it is today. From sorting through the multitude of government financial incentives (think: paycheck protection program, employee retention tax credits and a host of others) and complying with government health mandates, to...

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March 02, 2022 Nicki Rococi

Tax Ramifications of Gifting and Loaning Money to Family Members

It’s natural for families to help each other out, sharing their good fortune with those they love. So, what if a child or grandchild wants to purchase a home or car and needs some help? Should you gift them the money, or is a loan the better option? There may be business, personal or financial...

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February 28, 2022 Steve Guarini

Why (and How) to Assess Your Internal Controls for Better Risk Management

Not all businesses are required to adhere to an internal control framework, but organizations of all types can certainly benefit from implementing better controls. Every significant process within your organization has the potential for things to go wrong, meaning there is risk just about...

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February 28, 2022

Hedgeweek Recognizes Cohen & Co as “Best Tax and Audit Provider”

Cohen & Co has been named the best tax and audit provider by Hedgeweek in their 2022 US Digital Assets Awards. The inaugural awards ceremony recognized excellence among fund managers and service providers in the digital assets space. “It’s humbling to be recognized in the digital asset space by...

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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.

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