Gain an understanding of trusts by exploring the most commonly used structures, their functions and tax implications. Be ready for your next conversation with your legal and tax advisers.
Learn MoreCohen & Co professionals shared insights on RIC tax considerations and fund board priorities during two sessions at the ICI Tax and Accounting Conference.
Read MoreCamille Clemons moderated an ALTSDC panel exploring how hedge fund structures are evolving to meet allocator demands.
Read MoreAsha Shettigar moderated the panel “Tax strategy in an election year: Planning for uncertainty” at IMN CFO & COO East.
Read MoreGino Scipione moderated the panel “Finding New Real Estate and Infrastructure Investment Opportunities” at ALTSSF.
Read MoreTim Kaiser spoke on the webinar “The Plan Most Owners Don't Make.”
Read MoreJoin our Office of the CFO for an update on recent technical guidance. We’ll dive into FASB pronouncements covering income statement disaggregation, stock compensation, government grants and others. We’ll also address the SEC’s guidance on moving from quarterly to semi-annual reporting and its potential impact for companies with a public exit on the horizon.
Read MoreAngel Rice moderated the panel “Doing OZ Deals in Philadelphia: From Site Selection to Project Execution” at the Philadelphia Opportunity Zones Summit.
Read MoreAngel Rice moderated the webinar “The Next Wave of Opportunity Zones.”
Read MoreAn update on key legislative tax provisions, as well as the potential impact of state conformity to the One Big Beautiful Bill Act — and opportunities your business may be able to maximize.
Read MoreIn this session, we’ll discuss the intersection of data, technology and process — and how that knowledge can help build a more flexible finance organization that proactively manages complexities and drives strategic priorities forward.
Read MoreWhen is a sale a sale? When does a deal really close? Is it when title transfer occurs? It’s not always that simple unfortunately. Title transfer is only one of the factors when determining whether a transaction is closed and a sale has been made. There have been tax cases in which title had...
Read MoreIn many instances, property can be contributed to an entity by its owners in exchange for ownership interests, without gain or loss being recognized on the contribution. For corporations, the general rule under Sec. 351(1) is that “no gain or loss shall be recognized if property is transferred to a...
Read MoreOftenin the establishment of a new partnership, one partner (the contributing partner) contributes an asset such as land or a building and other partners contribute cash. This is especially common in the real estate industry and is a nontaxable transaction under Internal Revenue Code (IRC) Section...
Read MoreKey Challenges The company was relatively young, yet it had experienced robust growth across a number of different product lines. Despite its robust growth, there were few internal resources available to support the execution of an acquisition. The company’s ownership had potentially...
Read MoreA mid-market manufacturing company had experienced significant growth, organically and through numerous acquisitions. As a result, company leadership recognized the need for a strategic initiative that would help them drive valuable improvements in the entire employment lifecycle, from recruiting...
Read MoreA leading manufacturing and distribution company with over $400 million in annual revenue had experienced strong business performance over the years due to seasoned leadership, corporate planning and management processes, and a great culture and team. The company set clear goals and priorities to...
Read MoreA large and growing manufacturing company with a global footprint had experienced consistent organic growth coupled with numerous acquisitions. The company’s processes and systems used to create and manage master data had become inconsistent and disparate, leading to a growing challenge in managing...
Read MoreKey Challenges The company’s organizational design was overly complex in terms of end-to-end process, leading to poor cross-functional visibility. Roles were duplicative and redundant, resulting in inefficient processes and a lack of accountability and governance. Functional groups were...
Read MoreA global manufacturing company was struggling to manage complex cross-functional processes throughout the organization. In particular, their ECR/ECN (Engineering Change Request/Notification) process was a source of significant inefficiency and manual effort. As the ECR/ECN process had a significant...
Read MoreKey Challenges Unable to take on more work, the company was losing revenue, yet actual amounts and capacity levels were not well documented or understood. This also made it difficult to accurately measure utilization. Planning and scheduling was performed manually, hindering...
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