Cohen Fund Audit Services is 100% focused on the investment industry. We remain immersed in your world — from extensive technical training for staff; to keeping up on the latest trends that may impact you; to providing you with targeted, practical educational opportunities and resources.
Our team works specifically with mutual funds, ETFs, CITs and Master Limited Partnership (MLP) funds; hedge funds and investment partnerships; broker/dealers; registered investment advisers and service providers across the nation. In addition to audit and attest services, we also offer a unique depth of tax experience from specialists dedicated solely to solving your complex tax matters.
We offer comprehensive services to our investment clients:
Tax consulting and preparation
Surprise custody examinations
Global Investment Performance Standards (GIPS®) verification
SSAE 16 audit services
As a separate entity from Cohen & Company, we fulfill all the regulatory requirements of this industry that differ from traditional closely held businesses. The firm is registered with the Public Company Accounting Oversight Board.
Visit cohenfund.com or contact Peggy McCaffrey, President of Cohen Fund Audit Services, to learn more.