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Events

Upcoming Events

May 15 10:20 a.m. to 4:45 p.m.
Presenters: Josh Messina

Meonske Professional Development Conference

Josh Messina speaks on the “Tax Update for CFOs of Flow Through Entities” and “Individual Tax Update” panels at the Meonske Professional Development Conference.

Event Details
May 19, 2025 10 to 10:30 a.m. ET
Presenters: Brett Eichenberger

Investment Management Coffee Chat

Brett Eichenberger will be speaking on the “Investment Management Coffee Chat – ETF Share Class Exemptive Relief” webinar.

Event Details
May 22 11 to 12:15 p.m.
Presenters: Adam Hill, Dave Sobochan, Kim Palmer, Gino Scipione

Webinar: National Real Estate & Construction Market & Legislative Update

Join us for an update on the national real estate and construction industry landscape. Gain perspective on what’s ahead for the market, particularly multifamily, office, retail and industrial properties.

Event Details

Past Events

February 12 11 to 12:15 p.m.

Webinar: National Real Estate Market Update

Join experts from Cohen & Co, CoStar Group and ICSC as they discuss where we are and what’s in store from a tax and legislative standpoint for multifamily, office, retail and industrial properties on a national scale.

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December 12 11 a.m. to Noon ET

Webinar: Year-End Tax Planning for Your Business

Join us for insights and ideas addressing impactful areas related to income tax, estate and gift, retirement, investment tax planning and more.

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December 10 11 a.m. to Noon ET

Webinar: Year-End Tax Planning for High-Net-Worth Individuals

Join us for insights and ideas addressing impactful areas related to income tax, estate and gift, retirement, investment tax planning and more.

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August 21 11 a.m. to Noon EDT

Webinar: Beneficial Ownership Information Reporting

Many businesses are required to report their beneficial ownership information (BOI) beginning January 1, 2025, or face tough penalties. When do you need to start the process? What is the best way to file? What if you form a new entity in 2024 or beyond? Are there state BOI obligations? Find answers to your questions in this informative session.

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August 14 11 a.m. to Noon EDT

Webinar: Staying Ahead of State & Local Taxation

In addition to covering impactful tax legislation, such as refund opportunities afforded by changes to Tennessee’s franchise tax, our State & Local Tax team will discuss common questions around managing investor reporting and elections, financial reporting of state tax distribution and expenses, state withholding tax requirements and new state beneficial ownership interest reporting.

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August 7 11 a.m. to Noon EDT

Webinar: What's in Store for Private Company Financial Reporting

In this private company update, learn about upcoming changes to financial reporting. We’ll also take a closer look at the accounting challenges of recently implemented standards and areas of potential relief regulators are considering related to revenue recognition, leases and current expected credit losses.

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July 31 11 a.m. to Noon EDT

Webinar: Taxation Trends & Topics for High-Net-Worth Individuals

In this session we’ll discuss key strategic insights surrounding wealth migration, residency changes and transaction planning. We’ll also provide perspective on increasing federal and state audit scrutiny and how you can prepare before being faced with an audit.

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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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