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We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

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Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation Litigation Support Services M&A Advisory Outsourced Accounting Solutions Transaction Services Turnaround & Restructuring

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Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Tax Services

Transaction Tax Planning

Transaction Services Celebrates 10 Years of Growth & Decades of Serving Clients

For our Transaction Services Group, celebrating their 10-year anniversary means more than a decade of offering M&A services to clients. This milestone marks the year when seasoned, industry veterans from global CPA firms began their own entrepreneurial journey to create a national, full-service practice built from the ground up. Read their story.

Read Their Story

Transaction Tax Experts Make a Difference to Your Deal

The evolving tax landscape, the economy and a host of other factors are continually impacting the deal market. Whether you are considering a sale, acquisition, merger or restructuring, having tax experts who specialize in the area of transactions is critical to the success of your deal. Our transaction tax team will look at the entirety of your situation, including strategizing with you to understand and minimize the federal and state tax impact to your business and personal goals.

Our specialists are experienced in advising business owners, strategic buyers, as well as private equity firms, their funds and portfolio companies, on deals of various sizes and across numerous industries. In particular, our team is intimately familiar with the impact of key legislation and developments on the deal market — such as the Tax Cuts and Jobs Act, CARES Act and the landmark Wayfair case transforming due diligence related to sales and use tax. From enhanced bonus depreciation and international provisions, to net operating losses and interest expense deductions, we are immersed in the tax law that impacts your deal. Additionally, we have dedicated resources within our firm focused on state and local tax, management consulting and business valuations.

Our Transaction Tax Services

  • Tax return preparation, compliance and Schedule K-1s

  • Transaction tax structure optimization for funds and transactions

  • Internal restructuring, including tax-free mergers, spin-offs and other reorganizations

  • Tax due diligence

  • Post-transaction tax integration

  • Identification of tax credits and incentives

  • Preservation and profiling of tax attributes, such as earnings and profits, stock basis and Section 382 ownership studies

  • Consolidated return issues

  • Review of waterfall calculations

  • Transaction cost analyses

  • Special-purpose vehicles

Meet Our Leadership

Samantha Smudz, CPA, JD

Partner, Cohen & Co Advisory, LLC
ssmudz@cohenco.com
216.649.5546

Robert Venables, CPA, JD, LLM

Partner, Cohen & Co Advisory, LLC
rvenables@cohenco.com
330.255.2135

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Ready to Sell? Consider Your Optimal Tax Structure 

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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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