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Cohen & Co Named to America’s Greatest Midsize Workplaces for Culture, Belonging & Community

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Cohen & Co Community Foundation Awards 28 Grants to Not-for-Profits in Program’s Inaugural Year

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Cohen & Co Wins Sage Platinum Club for Partners Award

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March 18, 2025 Asha Shettigar

Asha Shettigar Honored by NJBIZ as 2025 Leader in Finance

Asha Shettigar, partner and lead of the firm’s REIT Practice, has been recognized as a 2025 Leader in Finance by business publication NJBIZ. The award, bestowed by a panel of independent judges with experience in the financial field, honors financial executives who contribute to the success of their...

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March 11, 2025 Asha Shettigar

Cohen & Co Welcomes REIT Practice Lead Asha Shettigar

Cohen & Co is proud to announce Asha Shettigar has joined the firm’s New York City office as a tax partner and lead of the firm’s REIT Practice. With nearly 25 years experience, including Big 4 accounting firm and global consulting backgrounds, Asha has worked with some of the largest public and...

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March 06, 2025 Chris Bellamy

Cohen & Co Announces Strategic Acquisition of Tassi and Company

Cohen & Co, one of the top tax and accounting firms in the U.S., is pleased to announce the acquisition of Tassi and Company. Based in the northwest suburbs of Chicago, Tassi and Company is a boutique accounting and consulting firm providing services tailored to the real estate industry. The...

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February 26, 2025 Angela Bacarella-Wood

Cohen & Co Welcomes Partner Angela Bacarella-Wood

Cohen & Co is proud to announce Angela Bacarella-Wood has joined the firm's Detroit, Michigan, office as an assurance partner. Angela brings nearly 25 years of assurance experience in a variety of areas. Her in-depth background includes both private and public company audits, large multinational...

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February 18, 2025

Cohen & Co Honored as One of USA TODAY’s Most Recommended Tax and Accounting Firms in 2025

For the second consecutive year, Cohen & Co has been recognized on USA TODAY’s lists of America’s Most Recommended Tax and Accounting Firms. The firm also appeared on the predecessor list, America's Best Tax and Accounting Firms, hosted by Forbes from 2021 to 2023. USA TODAY and Statista, an...

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February 07, 2025

Cohen & Co Named Best Accounting and Audit Provider for Registered Funds

Cohen & Co is proud to be honored by With Intelligence Fund Operations and Services Awards as the best in accounting and audit services for the registered funds industry in 2025. This is the second consecutive year Cohen & Co has earned this distinction. Recognizing excellence and innovation...

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January 06, 2025

Cohen & Co Finalizes Acquisition of Tax & Wealth Management, Inc.

Cohen & Co has completed its acquisition of Tax & Wealth Management, Inc. (TWM), effective today. The transaction reinforces and builds on Cohen & Co’s private client services, which focus on the needs of family offices and ultra-high-net-worth individuals. All TWM associates have joined the...

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January 02, 2025

Cohen & Co Finalizes Strategic Growth Investment from Lovell Minnick Partners

Cohen & Co has finalized its strategic growth investment from Lovell Minnick Partners (LMP), effective December 31, 2024. As a result of LMP’s investment, Cohen & Co is positioned to accelerate its multi-year strategic plan focused on growth, people, technology, quality initiatives and the expansion...

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December 12, 2024 Chris Bellamy

Cohen & Co Acquires Tax & Wealth Management, Inc.

Tax and Wealth Management, Inc. (TWM) is joining Cohen & Co, one of the top tax and accounting firms in the U.S. Based in downtown Cleveland, TWM is a boutique CPA firm serving individuals and families with complex tax, estate and financial needs. The transaction is expected to close in early...

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December 02, 2024 Christie Stravino, Matt Rager

Cohen & Co Moves to Towson, Maryland

Cohen & Co is pleased to announce it has moved from its Hunt Valley location to Towson, Maryland. The firm’s new home will reside in Towson Commons at 1 W. Pennsylvania Avenue, Suite 1000, for the duration of its 10-year lease. Relocating its approximately 70 employees to Baltimore County’s...

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November 18, 2024 Angel Rice

Angel Rice Named to Crain’s Cleveland Business 40 Under 40

Angel Rice has been named to the Crain's Cleveland Business 40 Under 40 class of 2024, honoring rising stars across many industries in Northeast Ohio. A lifelong Northeast Ohioan, Angel is compassionate and committed to making an impact. An established leader in the real estate industry, she is...

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November 07, 2024 Marcy Kempf, Stacey Wilson

Cohen & Co Continues Growth Plan, Expands to Denver

Cohen & Co, a nationally recognized assurance, tax and business advisory firm, is excited to announce the opening of its Denver, Colorado, location at 8101 East Prentice Avenue in Greenwood Village.

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October 25, 2024 Chris Bellamy

Cohen & Co Announces Strategic Growth Investment by Lovell Minnick Partners

Cohen & Co, a nationally recognized assurance, tax and business advisory firm is pleased to announce a strategic growth investment by Lovell Minnick Partners (LMP). LMP is a private equity firm focused on investments in financial services, business services and financial technology companies. This...

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October 24, 2024

Cohen & Co Named 2024 “Best ETF Auditor” by ETF Express

For the fourth consecutive year in a row, Cohen & Co has taken one of the top honors in the ETF ecosystem, being recognized as the “Best ETF Auditor” in the ETF Express U.S. Awards.

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September 25, 2024 Tarik Awad

Tarik Awad Selected for New Class of Leadership Mahoning Valley

Leadership Mahoning Valley has chosen Senior Tax Manager Tarik Awad as one of 43 individuals named to the 2025 class. The immersive leadership program spans a 10-month period focused on professional and personal leadership development. The program includes a series of speakers, tours, hands-on...

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September 13, 2024

Cohen & Co Recognized for Hedge Fund Audit Services in 2024 HFM U.S. Service Awards

Cohen & Co has been recognized by With Intelligence as a leading audit service provider for start-up and middle market hedge funds in this year’s HFM U.S. Service Awards — receiving the “Highly Commended” designation in these two categories.

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September 05, 2024

Cohen & Co Named 2024 “Best of the Best” by INSIDE Public Accounting

Cohen & Co has been named one of the “Best of the Best” accounting firms in the U.S. by INSIDE Public Accounting (IPA) for the third consecutive year.

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August 14, 2024 Stephen Fisher

Cohen & Co Welcomes Stephen Fisher, Senior Consultant

Cohen & 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...

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July 23, 2024 Trinette Simon

Trinette Simon to Lead Inclusion & Equity at Cohen & Co

Cohen & 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,...

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July 19, 2024 Jami Blake

Jami Blake to Represent Cohen & Co on AICPA Accounting and Review Services Committee

Cohen & 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...

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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.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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