We are pleased to share CEO Chris Bellamy and Senior Adviser Randy Myeroff, both from the firm’s Cleveland, Ohio, office; and Partner Joe Falbo, from the Buffalo, New York, office have been recognized by Forbes on its inaugural America’s Best-In-State CPAs list.
Read MoreIn June of 2024 the Supreme Court unanimously decided in Connelly v. United States that a corporation’s contractual obligation to redeem shares is not necessarily a liability that reduces a corporation’s value for purposes of the federal estate tax. Further, the Court stated that the value of a...
Read MoreJoin us for insights and ideas addressing impactful areas related to income tax, estate and gift, retirement, investment tax planning and more.
Read MoreAn underlying theme in year-end tax planning for high-net-worth individuals last year was planning around the impending sunset of the 2017 Tax Cuts and Jobs Act (TCJA). That theme continues this year, albeit with even more uncertainty. The election of former President Donald Trump along with a...
Read MoreWe are pleased to announce several exciting leadership updates, effective at the beginning of the firm’s new fiscal year on June 1. Cohen & Co welcomes a new partner class of seven: Kelly Anzevino, Ryan Boylan, Dave Gonano, Lisa Long, Jeffrey McMichael, Jonathan Williamson and Stacey Wilson. We...
Read MoreThe rise in business aircraft purchases across the U.S. in recent years has led to company owners, management and employees using such aircraft for both business and personal purposes — often saving time, enhancing flexibility and increasing productivity. However, the IRS has taken notice. On...
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