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Whitepaper

2026 Year-End Tax Planning Guide for Private Companies

Use our guide to help your private company proactively plan for tax opportunities and potentially ease your 2026 tax burden.

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Displaying 6 results for "Tim Kaiser". Start a new search

October 26, 2026 Tim Kaiser, Michael Boncher

Whitepaper: 2026 Year-End Tax Planning Guide for Individuals

Our 2026 planning guide not only provides strategies to support informed discussions and effective tax planning, it also provides a user-friendly checklist to help you stay on track with your advisers.

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October 26, 2026 Tim Kaiser, Michael Boncher

6 Areas Individuals Should Address During 2026 Year-End Tax Planning

Explore key 2026 year-end tax planning strategies for individuals, related to income, deductions, investments, charitable giving, retirement and more.

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August 19, 2026 11:30 a.m. to Noon ET

Webinar: The Plan Most Owners Don't Make

Tim Kaiser spoke on the webinar “The Plan Most Owners Don't Make.”

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August 18, 2026 Tim Kaiser

10 Trust Structures, Elections and Provisions to Consider for Your Charitable, Family and Business Goals

Explore 10 trust structures, elections and provisions that can support charitable, family and business planning goals while managing taxes and assets.

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November 18, 2025 11 a.m. to Noon ET

Webinar: Making the Most of Year-End Tax Planning for High-Net-Worth Individuals

We offered insights and ideas for high-net-worth individuals, including planning for income tax, itemized deductions, investments, charitable endeavors, estate and gift tax, retirement and more.

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October 27, 2025 Al Brink, Tim Kaiser

Cohen & Co Adds Tax Partners Al Brink and Tim Kaiser

Cohen & Co is proud to announce Al Brink and Tim Kaiser have joined the firm’s Tax Practice as partners.

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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.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

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