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 MoreExplore key planning strategies to efficiently transfer assets to beneficiaries, while avoiding probate, and learn more about estate and gift tax planning.
Read MoreIn the complex landscape of financial reporting, entities in the U.S. must navigate a unique set of standards and regulations. Our recent CPE seminar on financial reporting for private companies shed light on not only the governing bodies that create these unique reporting requirements, but also on...
Read MoreWhen your entity receives federal funds, any purchases you make with federal funds, whether goods or services, must adhere to the Uniform Guidance rules outlined in the Code of Federal Regulations (CFR), specifically 2 CFR Part 200. These rules are designed to ensure procurement processes are...
Read MoreCohen & Co is pleased to announce Stephen Fisher, JD, LLM, an independent contractor working with the firm’s Investment Company Tax Group, will help serve Cohen & Co’s growing registered funds client base as a Senior Consultant, Tax. One of the top experts and nationally recognized authorities on...
Read MoreNot-for-profit entities are typically well-versed in the need to track grant expenditures, and may have robust accounting systems or policies and procedures in place. However, for-profit entities may not be as familiar with the importance of tracking grant expenditures separately. Grant...
Read MoreCohen & Co is pleased to announce Trinette Simon has been named to Director, Inclusion & Equity for the firm. With a goal of ensuring inclusion is and remains an integral part of the firm’s culture, Trinette will work closely with the firm’s partners, leaders, managers and IDEA (Inclusion,...
Read MoreJay Laurila recently participated in a Nasdaq-sponsored webinar that also featured ETF specialists from K&L Gates and Brown Brothers Harriman. The insightful and wide-ranging discussion explored best practices for navigating the nuances of conversions to ETFs from mutual funds, SMAs and private...
Read MoreCohen & Co congratulates Jami Blake, assurance partner and technical director for the firm’s privately held clients, on her recent appointment to the American Institute of CPAs’ (AICPA) Accounting and Review Services Committee. The AICPA Accounting and Review Services Committee (ARSC) is the...
Read MoreLeadership Akron has selected Tax Partner Adam Fink as one of the 44 members chosen for the organization’s Signature Class 41. The program, which begins in July, aims to help community leaders finds way to have an even greater impact on Akron and the surrounding area. Recognized as a community...
Read MoreThe Ohio Society of CPAs (OSCPAs) has selected Assurance Partner Marie Brilmyer as a 2024 Power of Change honoree, celebrating her role in shaping the accounting profession for women leaders through extraordinary leadership, community involvement, mentorship and innovation. Brilmyer has spent her...
Read MoreThe real estate markets have endured countless boom-and-bust cycles over the years, resulting in extreme valuation highs and some very significant lows. One day your property has positive cash flow, the valuation has more than doubled, new tenant move-ins are out pacing move-outs and expectations...
Read MoreOur recent webinar offered a comprehensive overview of the latest developments and standards in not-for-profit accounting, aimed at keeping our clients abreast of significant changes and challenges in the field. Specifically, we discussed the applicability of new and future accounting...
Read More** This blog was last updated 12/20/24 ** While a not-for-profit entity receiving federal funds is subject to what’s known as a Single Audit, a lesser known fact is that for-profit entities awarded federal grants also have an audit to prepare for, helping to ensure those funds are being used...
Read MoreWhile not-for-profits such as schools, housing agencies and local charitable organizations commonly receive federal grants in many capacities, these dollars are available to many types of entities, including for-profit entities. Often, grants are made to for-profit organizations from agencies...
Read MoreNOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. The beneficial ownership information reporting obligations under the federal Corporate Transparency Act require a reporting company to provide...
Read MoreOn March 29, 2024, the IRS released Private Letter Ruling 202413004, providing its first piece of guidance regarding whether a REIT may receive income from electric vehicle (EV) charging stations at its rental properties without detrimentally impacting its REIT status. With the proliferation of...
Read MoreCohen & Co is pleased to announce Mike Dellavalle has been named Market Leader, Technology & Life Sciences, effective June 1, 2024. This highly technical industry group of assurance, tax and advisory professionals works with the digital asset ecosystem of funds, fund managers and administrators, and...
Read MoreOne of the most dreaded replies coming from a professional services provider is, “it depends.” Unfortunately, that’s truly the case when the issue involves the most optimal tax structure for your transaction. This is because, like most things in life, there are many variables — tax and non-tax —...
Read MoreAt the Investment Company Institute’s 2024 Leadership Summit, the rise of exchange-traded funds (ETFs) was the focal point for many participants and panelists. As part of the event, Board IQ took a few moments to interview Registered Funds Market Leader Brett Eichenberger alongside other ETF and ’40...
Read MoreIn a somewhat unexpected ruling this past Wednesday, a Louisiana U.S. appeals court overturned in its entirety an SEC finalized rule adopted in August 2023. The rule, which amended the Investment Advisers Act of 1940, was intended to provide more protection to investors and transparency into...
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