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...
Read MoreCohen & 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...
Read MoreCohen & 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...
Read MoreTax 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...
Read MoreCohen & 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...
Read MoreAngel 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...
Read MoreCohen & 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.
Read MoreCohen & 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...
Read MoreFor 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.
Read MoreLeadership 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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