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.
Learn MoreASU 2023-09 particularly impacts funds registered with the Investment Company Act of 1940, such as open-end, closed-end and exchange-traded funds (ETFs).
Read MoreExisting trusts have nine months, beginning Nov 10, 2025, to amend governing instruments to authorize staking according to new safe harbor requirements.
Read MoreMinimizing taxes is an ongoing challenge for individual taxpayers, and, as year-end approaches, that goal becomes even more critical. There are numerous options within the tax code to help reduce your individual tax burden. To accomplish this, you must evaluate your overall tax situation and goals...
Read MoreExplore the eligibility of Sec. 743(b) for bonus depreciation, the regulatory framework permitting its limited usage and practical considerations.
Read MoreLearn about FEOC requirements, Beginning of Construction (BOC) thresholds, and tax considerations for alternative financing and investing structures.
Read MoreCould an ETF share class be an efficient extension of your existing product line? Four areas will be key: regulatory approval, operational readiness, tax treatment and governance.
Read MoreCohen & 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.
Read MoreCharitable 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.
Read MoreCohen & Co is proud to announce Al Brink and Tim Kaiser have joined the firm’s Tax Practice as partners.
Read MoreCohen & 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.
Read MoreWhy would a tech start-up conduct a financial statement audit before it’s even required? There are many long-term benefits to consider.
Read MoreTokenized 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.
Read MoreThese prestigious awards recognize excellence and leadership among fund managers and service providers in the U.S. across a wide range of categories.
Read MoreLearn more about key provisions in the GENIUS Act and on which particular items the Treasury is seeking comments.
Read MoreMany are disappointed in the “sleepy” volume of market transactions in 2025, despite early optimism. Will transactions heat up in Q4 and beyond?
Read MoreOnce 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.
Read MoreThis sector is experiencing a rapid evolution in complexity and opportunities, with certain key trends topping the list for industry participants.
Read MoreQ2 saw important shifts in the office, retail, industrial and multi-family sectors. Key developments from the OBBBA will also impact the industry’s future trajectory.
Read MoreThe purchase of real estate is an exciting step for your business, but there are some key accounting considerations to address to ensure your financial records reflect the true economics of the deal. Properly recording the closing statement in your journal entries is one of them — and it’s critical....
Read MoreCohen & Co has been recognized by With Intelligence as a leading audit service provider for emerging managers in this year’s HFM U.S. Services Awards — receiving the “Best Auditor: Emerging Managers” award.
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