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2025 Virtual Summer CPE Series

Join us for one — or all — of our informative webinars and earn up to 5.5 hours of free CPE credit. We’ll address impactful areas for businesses and individuals. Don’t miss sessions on:

  • The One Big Beautiful Bill Act
  • State and local tax updates
  • What for-profit entities need to know about grant audits
  • AI readiness
  • How to thrive in a private equity owned environment

Upcoming Webinars


29

JUL

One Big Beautiful Bill Act: A Closer Look at Industry Impact

Tuesday, July 29, 11 a.m. to 12:15 p.m. ET 

The One, Big, Beautiful Bill (OBBBA) will impact almost every taxpayer. From its extension of expiring Tax Cuts & Jobs Act provisions, to modifications of other tax laws to completely new provisions, our experts share how OBBBA will impact high-net-worth individuals, private companies, and the private equity, investment and real estate industries.

Participants will earn 1.5 CPE credits.

Moderator: Robert Venables

5

AUG

State & Local Taxation: Staying Ahead of the Curve

Tuesday, August 5, 11 a.m. to Noon ET 

State and local taxation is critical, yet always in flux. Join us as we dig into state tax considerations stemming from The One Big Beautiful Bill Act; recent income and sales tax changes for Maryland, Michigan, Ohio and Washington; and several new tax amnesty programs on the horizon.

Participants will earn 1.0 CPE credit.

Presenters: Hannah Prengler

12

AUG

Grant Audits: What Your For-Profit Entity Needs to Know

Tuesday, August 12, 11 a.m. to Noon ET 

For-profit entities that receive funding from federal agencies may need a grant audit. Learn more about this unique type of audit, including how to know if you need one, what to expect and how to prepare. We’ll also discuss internal controls over applicable compliance requirements and general best practices.

Participants will earn 1.0 CPE credit.

Presenters: Marie Brilmyer, Tina Dzik, Sean Kilcher

19

AUG

AI Readiness: Is Your Organization Prepared for the Journey?

Tuesday, August 19, 11 a.m. to Noon ET 

Organizations large and small are discovering ways AI can add value. But strategic entities aren’t just buying AI tools, they’re addressing governance, data, systems, controls and talent early on to mitigate risks and maximize investment. We’ll discuss the keys to being AI ready and getting the most out of this evolving technology.

Participants will earn 1.0 CPE credit.

Presenters: John Cavalier, Jason Jones, Kevin Sexton

26

AUG

You’ve Been Acquired by Private Equity: Now What?

Tuesday, August 26, 11 a.m. to Noon ET 

The rise of private equity firms in M&A transactions shows no signs of slowing down. This panel discussion will touch on a variety of topics for CFO, controllers and owner groups. Hear from private equity firms and portfolio companies on how to prepare for, work with and thrive in a private equity owned environment.

Participants will earn 1.0 CPE credit.

Moderator: Jim Lisy

Fields of Study: Tax, Auditing (Governmental), Information Technology, Management Services

Additional Information

  • Prerequisites: Open to clients, alumni and friends of the firm with experience in accounting, finance or management
  • Advanced Preparation: None Required
  • Program Level: Overview
  • Delivery Method: Group-Internet Based
  • Seminar Policies: There is no fee for this webinar; cancellations are to be made no later than two business days prior to webinar date. For more information regarding concerns or program cancellation policies, please contact erownd@cohenco.com.

Cohen & Co is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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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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